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 Principal Lifetime Hybrid Income in their Schedule of Assets, totaling $504K 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 | B.L. HARBERT INTERNATIONAL, L.L.C. B.L. HARBERT INTERNATIONAL, L.L.C. RETIREMENT PLAN | BIRMINGHAM AL | 989 | $104.3M | $502K |
| 2 | WINGSTOP RESTAURANTS, INC. WRI EMPLOYEES 401(K) PLAN | DALLAS TX | 739 | $19.7M | $2K |
