Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 26 U.S. retirement plans report holding Principal** LifeTime Hybrid 2040 in their Schedule of Assets, totaling $45.7M 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 | CADREX LLC CADREX 401(K) SAVINGS & RETIREMENT PLAN | ROMEOVILLE IL | 1,174 | $67.1M | $7.7M |
| 2 | OMNI AIR INTERNATIONAL, LLC OMNI AIR INTERNATIONAL, LLC 401(K) PLAN | TULSA OK | 952 | $61.5M | $7.2M |
| 3 | TUFF SHED, INC. TUFF SHED, INC. EMPLOYEE 401(K) PLAN |
DENVER CO |
| 1,328 |
| $51.6M |
| $5.3M |
| 4 | LONG BUILDING TECHNOLOGIES, INC. LONG BUILDING TECHNOLOGIES, INC. 401(K) PROFIT SHARING PLAN | LITTLETON CO | 463 | $64.8M | $4.7M |
| 5 | GOLFTEC MANAGEMENT, INC. GOLFTEC 401(K) PLAN | ENGLEWOOD CO | 849 | $29.8M | $2.9M |
| 6 | LOCAL 1102 401(K) RETIREMENT PLAN LOCAL 1102 401(K) RETIREMENT PLAN | WOODBURY NY | 1,762 | $21.2M | $2.6M |
| 7 | MAGNOLIA BANKING CORPORATION AND FARMERS BANK AND TRUST COMPANY FARMERS BANK AND TRUST COMPANY 401(K) AND EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST | MAGNOLIA AR | 390 | $31.2M | $2.1M |
| 8 | MORGAN CORP MORGAN CORP 401(K) PROFIT SHARING PLAN | DUNCAN SC | 612 | $28.5M | $1.5M |
| 9 | ELECTRICAL SPECIALISTS, INC. DBA THE SUPERIOR GROUP THE SUPERIOR GROUP 401(K) AND PROFIT SHARING PLAN | COLUMBUS OH | 168 | $14.0M | $1.3M |
| 10 | ONAPSIS INC. ONAPSIS INC. 401K AND PROFIT SHARING PLAN | BOSTON MA | 92 | $8.4M | $1.3M |
