Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Principal Life Time Hybrid 2065 Collective Investment Trust in their Schedule of Assets, totaling $29K 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 | HOMEGUARD, INCORPORATED HOMEGUARD, INCORPORATED RETIREMENT PLAN | SAN JOSE CA | 138 | $1.4M | $29K |
