Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding Principal Global Investors Trust Company Principal Lifetime Hybrid Income CIT in their Schedule of Assets, totaling $4.0M 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 | STAGWELL GLOBAL LLC STAGWELL GLOBAL 401(K) PLAN | WASHINGTON DC | 6,235 | $678.0M | $1.2M |
| 2 | LEON MANAGEMENT INTERNATIONAL, LLC LEON MANAGEMENT INTERNATIONAL, LLC 401(K) PLAN | DORAL FL | 2,697 | $121.3M | $895K |
| 3 | PAPERWORKS INDUSTRIES, INC. PAPERWORKS INDUSTRIES, INC. SAVINGS PLAN |
FORT WASHINGTON PA |
| 724 |
| $57.5M |
| $626K |
| 4 | MODERN DISPOSAL SERVICES, INC. MODERN DISPOSAL SERVICES, INC. 401(K) PLAN | MODEL CITY NY | 503 | $28.2M | $390K |
| 5 | L. M. SANDLER & SONS, INC. SANDLER RETIREMENT PLAN | VIRGINIA BEACH VA | 328 | $30.5M | $202K |
| 6 | PAPERWORKS INDUSTRIES, INC. PAPERWORKS INDUSTRIES SAVINGS PLAN FOR UNION HOURLY EMPLOYEES | FORT WASHINGTON PA | 172 | $16.7M | $186K |
| 7 | TOMPKINS PRODUCTS INC. TOMPKINS 401(K) PLAN | DETROIT MI | 205 | $2.1M | $143K |
| 8 | STAGWELL MARKETING GROUP LLC STAGWELL MARKETING GROUP 401K PLAN | WASHINGTON DC | 1,696 | $503.4M | $110K |
| 9 | PLA BUYER, LLC PLA 401(K) PLAN | ADDISON TX | 2,115 | $14.2M | $109K |
| 10 | ALL CITY MANAGEMENT SERVICES, INC. ALL CITY MANAGEMENT SERVICES, INC. 401K PLAN | SANTA FE SPRINGS CA | 338 | $4.1M | $72K |
