Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 16 U.S. retirement plans report holding Principal Lifetime Hybrid 2015 Fund in their Schedule of Assets, totaling $9.4M 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 | SAMARITAN HEALTH SERVICES SAMARITAN HEALTH SERVICES RETIREMENT PLAN | CORVALLIS OR | 5,269 | $320.6M | $2.3M |
| 2 | INTERDENT SERVICE CORPORATION INTERDENT SERVICE CORPORATION 401(K) PLAN | EL SEGUNDO CA | 1,742 | $100.1M | $1.5M |
| 3 | ORTHOPAEDIC & SPINE CENTER OF THE ROCKIES, PC |
FORT COLLINS CO |
| 625 |
| $87.6M |
| $1.4M |
| 4 | LOUIS DREYFUS COMPANY LLC LOUIS DREYFUS RETIREMENT SAVINGS PLAN | WILTON CT | 1,115 | $287.0M | $1.4M |
| 5 | JUBILANT PHARMOVA HOLDINGS, INC. AND JUBILANT PHARMA HOLDINGS INC. AND SUBSIDIARIES 401(K) PLAN | YARDLEY PA | 1,721 | $147.1M | $877K |
| 6 | SUNSTAR INSURANCE GROUP DBA CHAPMAN-SANDER INSURANCE, LLC SUNSTAR INSURANCE GROUP 401(K) PLAN | MEMPHIS TN | 738 | $25.5M | $604K |
| 7 | UNIVERSITY OF NORTHWESTERN - ST. PAUL UNIVERSITY OF NORTHWESTERN - ST. PAUL 403(B) PLAN | ST. PAUL MN | 844 | $69.5M | $411K |
| 8 | TMS GLOBAL 403(B) RETIREMENT PLAN TMS GLOBAL 403(B) RETIREMENT PLAN | NORCROSS GA | 121 | $6.8M | $231K |
| 9 | EASTERSEALS MIDWEST EASTERSEALS MIDWEST 403(B) PLAN | SAINT LOUIS MO | 1,766 | $13.8M | $177K |
| 10 | GEHL FOODS, LLC GEHL FOODS LLC 401(K) SALARY SAVINGS PLAN | GERMANTOWN WI | 949 | $45.8M | $135K |
