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 trust fund in their Schedule of Assets, totaling $93K 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 | DEPOSITION SOLUTIONS, LLC DBA LEXITAS LEXITAS 401K PLAN | HOUSTON TX | 1,258 | $25.2M | $93K |
