Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Principal Lifetime Hybrid Income Collective Investment Trust in their Schedule of Assets, totaling $25.5M 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 | BOARD OF TRUSTEES, INTERNATIONAL BROTHERHOOD OF INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS DISTRICT NO. 9 PENSION PLAN | PORTLAND OR | 31,265 | $2.5B | $24.0M |
| 2 | BIRLASOFT SOLUTIONS, INC. BIRLASOFT 401(K) RETIREMENT SAVINGS PLAN | EDISON NJ | 774 | $57.0M | $1.1M |
| 3 | BRADFORD COMPANY |
HOLLAND MI |
| 416 |
| $57.0M |
| $342K |
| 4 | R & R EXPRESS HOLDCO, INC R AND R EXPRESS INC 401(K) PROFIT SHARING PLAN AND TRUST | PITTSBURGH PA | 496 | $8.0M | $80K |
| 5 | ACCESS INTELLIGENCE LLC ACCESS INTELLIGENCE LLC 401(K) PLAN | ROCKVILLE MD | 183 | $35.2M | $2K |
