Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Principal Lifetime Hybrid 2020 R6 Mutual fund in their Schedule of Assets, totaling $326K 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 | KVC HEALTH SYSTEMS, INC. KVC 403(B) RETIREMENT PLAN | OLATHE KS | 2,632 | $30.4M | $297K |
| 2 | SEABROOK ISLAND CLUB SEABROOK ISLAND CLUB RETIREMENT SAVINGS PLAN | JOHNS ISLAND SC | 206 | $5.7M | $29K |
