Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Principal Lifetime Hybrid 2065 R6 Fund in their Schedule of Assets, totaling $80K 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 | SOUTHERN TIER COMMUNITY HEALTH CENTER NETWORK, INC. UNIVERSAL PRIMARY CARE 403(B) PLAN | OLEAN NY | 145 | $6.3M | $63K |
| 2 | INDUSTRIES FOR THE BLIND AND VISUALLY IMPAIRED, INC. INDUSTRIES FOR THE BLIND AND VISUALLY IMPAIRED, INC. RETIREMENT SAVINGS PLAN | WEST ALLIS WI | 236 | $7.8M | $17K |
