Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Principal Life Insurance Company PRIN LIFETIME HYBRID 2040 INST++ in their Schedule of Assets, totaling $10.0M 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 | HEBREW HOME AT RIVERDALE RETIREMENT AND SAVINGS PLAN | RIVERDALE NY | 1,386 | $104.5M | $10.0M |
