Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Principal Global Investors Trust Company Principal Lifetime Hybrid Income Fund in their Schedule of Assets, totaling $877K 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 | FCI CONSTRUCTORS, INC. FCI CONSTRUCTORS, INC. PROFIT SHARING PLAN | GRAND JUNCTION CO | 432 | $82.2M | $407K |
| 2 | JAPAN TOBACCO INTERNATIONAL USA INC JAPAN TOBACCO INTERNATIONAL U.S.A., INC. 401(K) SAVINGS PLAN | RALEIGH NC | 449 | $37.9M | $222K |
| 3 | UNITED WAY OF GREATER HOUSTON |
HOUSTON TX |
| 203 |
| $28.9M |
| $117K |
| 4 | CASS CONSTRUCTION, INC. CASS ARRIETA 401(K) PLAN | EL CAJON CA | 182 | $19.2M | $43K |
| 5 | VINTAGE PARTS, INC. VINTAGE PARTS, INC. EMPLOYEE SAVINGS PLAN | LITTLE CHUTE WI | 85 | $8.2M | $38K |
| 6 | AMERICAN ASSOCIATION OF MOTOR VEHICLE ADMINISTRATORS AMERICAN ASSOCIATION OF MOTOR VEHICLE ADMINISTRATORS (AAMVA) 401(K) PLAN | ARLINGTON VA | 213 | $60.2M | $32K |
| 7 | FORWARD SLOPE INCORPORATED FSI 401(K) PROFIT SHARING PLAN | SAN DIEGO CA | 141 | $15.6M | $17K |
