Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding Principal Lifetime Hybrid 2070 Fund in their Schedule of Assets, totaling $768K 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 | JUBILANT PHARMOVA HOLDINGS, INC. AND JUBILANT PHARMA HOLDINGS INC. AND SUBSIDIARIES 401(K) PLAN | YARDLEY PA | 1,721 | $147.1M | $167K |
| 2 | SAMARITAN HEALTH SERVICES SAMARITAN HEALTH SERVICES RETIREMENT PLAN | CORVALLIS OR | 5,269 | $320.6M | $141K |
| 3 | LOUIS DREYFUS COMPANY LLC |
WILTON CT |
| 1,115 |
| $287.0M |
| $136K |
| 4 | NAGASE HOLDINGS AMERICA CORPORATION NAGASE RETIREMENT PLAN | NEW YORK NY | 216 | $41.6M | $61K |
| 5 | NEW BELGIUM BREWING COMPANY, INC. NEW BELGIUM BREWING COMPANY, INC. 401(K) PLAN | FORT COLLINS CO | 1,334 | $197.1M | $58K |
| 6 | INTERDENT SERVICE CORPORATION INTERDENT SERVICE CORPORATION 401(K) PLAN | EL SEGUNDO CA | 1,742 | $100.1M | $51K |
| 7 | TWIN CITY FAN COMPANIES, LTD. TWIN CITY FAN RETIREMENT SAVINGS PLAN AND TRUST | PLYMOUTH MN | 970 | $83.2M | $44K |
| 8 | SUNSTAR INSURANCE GROUP DBA CHAPMAN-SANDER INSURANCE, LLC SUNSTAR INSURANCE GROUP 401(K) PLAN | MEMPHIS TN | 738 | $25.5M | $33K |
| 9 | BINSWANGER ENTERPRISES, LLC BINSWANGER ENTERPRISES, LLC 401(K) PLAN | MEMPHIS TN | 570 | $22.4M | $29K |
| 10 | ACCUMETRIC, LLC DBA SOUDAL ACCUMETRIC ACCUMETRIC, LLC RESTATED RETIREMENT SAVINGS PLAN | ELIZABETHTOWN KY | 186 | $5.4M | $19K |
