Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Principal Lifetime Hybrid 2035 Fund Collective investment trust in their Schedule of Assets, totaling $167.3M 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 | MOLINA HEALTHCARE, INC. MOLINA SALARY SAVINGS PLAN | LONG BEACH CA | 18,213 | $1.4B | $141.6M |
| 2 | CLIF BAR & COMPANY CLIF BAR & COMPANY RETIREMENT SAVINGS PLAN | EMERYVILLE CA | 1,186 | $194.7M | $25.6M |
| 3 | CLK HR ACQUISITION, LLC CLK HR ACQUISITION, LLC 401(K) PROFIT SHARING PLAN |
THOUSAND PALMS CA |
| 317 |
| $3.7M |
| $148K |
