Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Principal LifeTime Hybrid Income Collective Investment Trust Collective Trust in their Schedule of Assets, totaling $662K 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 | DRIVEN BRANDS INC. DRIVEN BRANDS, INC. EMPLOYEE RETIREMENT SAVINGS PLAN | CHARLOTTE NC | 6,716 | $79.9M | $662K |