Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Principal Life Insurance Company Principal Lifetime Strategic Income Fund in their Schedule of Assets, totaling $11.8M 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 | WORLEY GROUP INC. WORLEY GROUP INC. 401(K) PLAN | HOUSTON TX | 5,779 | $1.4B | $11.2M |
| 2 | THE WITTERN GROUP THE WITTERN GROUP NON-BARGAINING 401(K) PLAN | CLIVE IA | 197 | $20.9M | $258K |
| 3 | OWEN-ADAMS INC DBA OVERHEAD DOOR COMPANY OWEN-ADAMS, INC. DBA OVERHEAD DOOR COMPANY OF DALLAS-RESIDENTIAL 401(K) |
CARROLLTON TX |
| 153 |
| $16.8M |
| $251K |
| 4 | CRG CORPORATION CRG CORPORATION 401(K) PLAN | HIGH POINT NC | 196 | $6.4M | $29K |
