Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Principal Lifetime Hybrid Inc Collective Investment Trust in their Schedule of Assets, totaling $71K 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 | FORREST PAINT CO. FORREST PAINT CO. PROFIT SHARING AND EMPLOYEE SAVINGS PLAN | EUGENE OR | 91 | $12.1M | $24K |
| 2 | ONWARD ENERGY MANAGEMENT, LLC ONWARD ENERGY 401(K) RETIREMENT SAVINGS PLAN | NEW YORK NY | 296 | $36.5M | $23K |
| 3 | ONWARD ENERGY MANAGEMENT, LLC |
NEW YORK NY |
| 296 |
| $36.5M |
| $23K |
