Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 18 U.S. retirement plans report holding Principal** LifeTime Hybrid 2015 in their Schedule of Assets, totaling $4.2M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | CENTRAL CARE, P.A. CENTRAL CARE, P.A. 401(K) PROFIT SHARING PLAN | SALINA KS | 138 | $9.8M | $1.3M |
| 2 | STEPHENSON WHOLESALE COMPANY, INC. INDIAN NATION WHOLESALE EMPLOYEE 401(K) PLAN | DURANT OK | 189 | $7.4M | $994K |
| 3 | CADREX LLC CADREX 401(K) SAVINGS & RETIREMENT PLAN |
ROMEOVILLE IL |
| 1,174 |
| $67.1M |
| $617K |
| 4 | TUFF SHED, INC. TUFF SHED, INC. EMPLOYEE 401(K) PLAN | DENVER CO | 1,328 | $51.6M | $518K |
| 5 | ALVARADO CONSTRUCTION, INC. CAMPOS DE SUENOS (FIELD OF DREAMS) 401(K) PLAN AND TRUST | GREENWOOD VILLAGE CO | 1,060 | $8.0M | $218K |
| 6 | TEAM INDUSTRIES, INC. TEAM INDUSTRIES, INC. RETIREMENT SAVINGS PLAN | KAUKAUNA WI | 114 | $35.7M | $109K |
| 7 | HSL ASSET MANAGEMENT LLC HSL ASSET MANAGEMENT L.L.C. 401(K) PLAN | TUCSON AZ | 829 | $6.3M | $69K |
| 8 | MORGAN CORP MORGAN CORP 401(K) PROFIT SHARING PLAN | DUNCAN SC | 612 | $28.5M | $53K |
| 9 | GOLFTEC MANAGEMENT, INC. GOLFTEC 401(K) PLAN | ENGLEWOOD CO | 849 | $29.8M | $51K |
| 10 | HUSKY CORPORATION HUSKY CORPORATION 401(K) PLAN | PACIFIC MO | 165 | $14.7M | $48K |
