Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Principal Global Investors Trust Company Principal Trust Lifetime Hybrid Income in their Schedule of Assets, totaling $2.0M 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 | TMG INSURANCE SERVICES, LLC GUIDEONE INSURANCE COMPANY 401(K) PLAN | WEST DES MOINES IA | 459 | $173.5M | $1.2M |
| 2 | TMG INSURANCE SERVICES, LLC THE MUTUAL GROUP 401(K) PLAN | WEST DES MOINES IA | 482 | $183.5M | $816K |
