Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Principal Lifetime Hybrid 2015 Inst. Fund Mutual Fund N/A in their Schedule of Assets, totaling $229K 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 | SOUTHEASTERN BEHAVIORAL HEALTHCARE SOUTHEASTERN BEHAVIORAL HEALTHCARE 403(B) PLAN | SIOUX FALLS SD | 277 | $5.3M | $229K |
