Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 25 U.S. retirement plans report holding Principal** LifeTime Hybrid 2055 in their Schedule of Assets, totaling $23.3M 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 | GOLFTEC MANAGEMENT, INC. GOLFTEC 401(K) PLAN | ENGLEWOOD CO | 849 | $29.8M | $2.6M |
| 2 | GOLD STAR MORTGAGE FINANCIAL GROUP, CORPORATION GOLD STAR MORTGAGE FINANCIAL GROUP 401(K) PLAN | ANN ARBOR MI | 419 | $14.0M | $2.6M |
| 3 | CADREX LLC CADREX 401(K) SAVINGS & RETIREMENT PLAN |
ROMEOVILLE IL |
| 1,174 |
| $67.1M |
| $2.4M |
| 4 | OMNI AIR INTERNATIONAL, LLC OMNI AIR INTERNATIONAL, LLC 401(K) PLAN | TULSA OK | 952 | $61.5M | $2.2M |
| 5 | LONG BUILDING TECHNOLOGIES, INC. LONG BUILDING TECHNOLOGIES, INC. 401(K) PROFIT SHARING PLAN | LITTLETON CO | 463 | $64.8M | $2.0M |
| 6 | TUFF SHED, INC. TUFF SHED, INC. EMPLOYEE 401(K) PLAN | DENVER CO | 1,328 | $51.6M | $1.6M |
| 7 | MORGAN CORP MORGAN CORP 401(K) PROFIT SHARING PLAN | DUNCAN SC | 612 | $28.5M | $1.2M |
| 8 | TEAM INDUSTRIES, INC. TEAM INDUSTRIES, INC. RETIREMENT SAVINGS PLAN | KAUKAUNA WI | 114 | $35.7M | $998K |
| 9 | CENTRAL CARE, P.A. CENTRAL CARE, P.A. 401(K) PROFIT SHARING PLAN | SALINA KS | 138 | $9.8M | $969K |
| 10 | ELECTRICAL SPECIALISTS, INC. DBA THE SUPERIOR GROUP THE SUPERIOR GROUP 401(K) AND PROFIT SHARING PLAN | COLUMBUS OH | 168 | $14.0M | $863K |
