Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Principal Global Investors Trust Company Principal Lifetime Hybrid Inc CIT in their Schedule of Assets, totaling $7.4M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | AEGIS INSURANCE SERVICES, INC. AEGIS 401(K) RETIREMENT PLAN | EAST RUTHERFORD NJ | 306 | $207.8M | $7.0M |
| 2 | UNILOCK CHICAGO, INC. UNILOCK RETIREMENT PLAN AND TRUST (CHICAGO) | AURORA IL | 192 | $38.7M | $182K |
| 3 | NORWOOD LIFE SOCIETY NORWOOD LIFE SOCIETY EMPLOYEES' RETIREMENT PLAN |
CHICAGO IL |
| 245 |
| $11.2M |
| $124K |
| 4 | HOWLEY BREAD GROUP, LTD. HOWLEY BREAD GROUP, LTD. 401(K) PROFIT SHARING PLAN & TRUST | WESTLAKE OH | 390 | $5.6M | $27K |
