Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Principal Global Investors Trust Company Principal Trust Hybrid 2040 Fund in their Schedule of Assets, totaling $28.4M 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 | TMG INSURANCE SERVICES, LLC THE MUTUAL GROUP 401(K) PLAN | WEST DES MOINES IA | 482 | $183.5M | $14.1M |
| 2 | TMG INSURANCE SERVICES, LLC GUIDEONE INSURANCE COMPANY 401(K) PLAN | WEST DES MOINES IA | 459 | $173.5M | $13.8M |
| 3 | JT LOGISTICS SOLUTIONS, LLC JT LOGISTICS 401(K) RETIREMENT PLAN |
DES MOINES IA |
| 319 |
| $4.3M |
| $473K |
