Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Principal Lifetime Hybrid 2025 Common/Collective Trust in their Schedule of Assets, totaling $25.1M 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 | WEST BEND INSURANCE COMPANY WEST BEND INSURANCE COMPANY EMPLOYEE SAVINGS PLAN | WEST BEND WI | 1,662 | $463.0M | $12.3M |
| 2 | CLOVER ENVIRONMENTAL SOLUTIONS LLC CLOVER ENVIRONMENTAL SOLUTIONS LLC 401(K) PLAN | OTTAWA IL | 445 | $48.4M | $5.1M |
| 3 | MAPLEWOOD MOTORS, LLC |
MAPLEWOOD MN |
| 670 |
| $49.3M |
| $3.4M |
| 4 | AML RIVERSIDE, LLC AML RIVERSIDE, LLC 401(K) PLAN | FT. DODGE IA | 213 | $15.0M | $1.5M |
| 5 | AG EXPRESS ELECTRONICS, INC. AG EXPRESS ELECTRONICS, INC. SAFE HARBOR 401(K) PROFIT SHARING PLAN | DES MOINES IA | 157 | $8.4M | $686K |
| 6 | LMPS ADMINISTRATIVE SERVICES, LLC LMPS HOLDINGS, LLC 401(K) PLAN | NEW YORK NY | 178 | $12.2M | $613K |
| 7 | HEIDELL, PITTONI, MURPHY & BACH, LLP HEIDELL, PITTONI, MURPHY & BACH, LLP 401(K) PLAN | NEW YORK NY | 169 | $35.1M | $520K |
| 8 | STOREY-KENWORTHY COMPANY STOREY-KENWORTHY COMPANY 401(K) PROFIT SHARING PLAN AND TRUST | DES MOINES IA | 183 | $34.3M | $461K |
| 9 | ALL-STATE INDUSTRIES, INC. ALL-STATE INDUSTRIES, INC. 401(K) SAVINGS & RETIREMENT PLAN | WEST DES MOINES IA | 222 | $12.4M | $291K |
| 10 | ABSTRAKT MARKETING GROUP LLC ABSTRAKT MARKETING GROUP LLC 401(K) PROFIT SHARING PLAN AND TRUST | SAINT LOUIS MO | 405 | $10.7M | $228K |
