Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 21 U.S. retirement plans report holding Principal** LifeTime Hybrid 2065 in their Schedule of Assets, totaling $5.2M 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 | MORGAN CORP MORGAN CORP 401(K) PROFIT SHARING PLAN | DUNCAN SC | 612 | $28.5M | $788K |
| 2 | CADREX LLC CADREX 401(K) SAVINGS & RETIREMENT PLAN | ROMEOVILLE IL | 1,174 | $67.1M | $756K |
| 3 | LONG BUILDING TECHNOLOGIES, INC. LONG BUILDING TECHNOLOGIES, INC. 401(K) PROFIT SHARING PLAN |
LITTLETON CO |
| 463 |
| $64.8M |
| $703K |
| 4 | GOLFTEC MANAGEMENT, INC. GOLFTEC 401(K) PLAN | ENGLEWOOD CO | 849 | $29.8M | $583K |
| 5 | TUFF SHED, INC. TUFF SHED, INC. EMPLOYEE 401(K) PLAN | DENVER CO | 1,328 | $51.6M | $418K |
| 6 | BURLINGTON AUTOMOTIVE GROUP BURLINGTON AUTOMOTIVE GROUP PROFIT SHARING PLAN | BURLINGTON NJ | 334 | $14.7M | $336K |
| 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 | $298K |
| 8 | INTERMOUNTAIN HOME SERVICES, LLC INTERMOUNTAIN HOME SERVICES, LLC 401(K) PLAN | WEST VALLEY UT | 416 | $6.6M | $212K |
| 9 | ELECTRICAL SPECIALISTS, INC. DBA THE SUPERIOR GROUP THE SUPERIOR GROUP 401(K) AND PROFIT SHARING PLAN | COLUMBUS OH | 168 | $14.0M | $204K |
| 10 | E BLOCK, CORP. E BLOCK, CORP. 401(K) PLAN | MOUNT MORRIS TOWNSHIP MI | 260 | $5.2M | $191K |
