Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Principal Lifetime Hybrid Income Collective Trust in their Schedule of Assets, totaling $225K 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 | CJ MILLER, LLC CJ MILLER LLC 401(K) PROFIT SHARING PLAN | HAMPSTEAD MD | 323 | $16.9M | $187K |
| 2 | GOLDSTEIN ENTERPRISES, INC. GOLDSTEIN AUTO GROUP 401(K) PLAN | ALBANY NY | 209 | $13.8M | $35K |
| 3 | ROTTER'S INC. TOYOTA OF OLYMPIA RETIREMENT PLAN |
TUMWATER WA |
| 127 |
| $6.3M |
| $3K |
