Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Principal LifeTime Hybrid 2055 Fund Mutual Fund in their Schedule of Assets, totaling $1.9M 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 | FRESHREALM, INC. FRESHREALM RETIREMENT PLAN | LANCASTER TX | 1,101 | $13.6M | $1.8M |
| 2 | ALLIANCE FOR COMMUNITY EMPOWERMENT, INC. ALLIANCE FOR COMMUNITY EMPOWERMENT, INC. TAX SHELTERED ANNUITY PLAN | BRIDGEPORT CT | 314 | $6.9M | $8K |
