Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Principal Global Investors Trust Company Principal Lifetime Hybrid Income in their Schedule of Assets, totaling $1.4M 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 | HMA GROUP HOLDINGS, LLC HMA GROUP HOLDINGS, LLC 401(K) PLAN | DES MOINES IA | 1,261 | $245.4M | $423K |
| 2 | MCCOWN GORDON CONSTRUCTION, L.L.C. MCCOWN GORDON CONSTRUCTION, L.L.C. PROFIT SHARING 401(K) PLAN | KANSAS CITY MO | 492 | $56.5M | $330K |
| 3 | TELSTRA INCORPORATED |
NEW YORK NY |
| 84 |
| $35.3M |
| $259K |
| 4 | PARKWAY CORPORATION PARKWAY CORPORATION RETIREMENT PLAN | PHILADELPHIA PA | 269 | $30.6M | $211K |
| 5 | VEENSTRA & KIMM, INC. VEENSTRA & KIMM, INC. PROFIT SHARING PLAN | WEST DES MOINES IA | 209 | $57.1M | $149K |
