Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Principal Lifetime Hybrid Income Common/Collective Trust in their Schedule of Assets, totaling $2.4M 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 | WEST BEND INSURANCE COMPANY WEST BEND INSURANCE COMPANY EMPLOYEE SAVINGS PLAN | WEST BEND WI | 1,662 | $463.0M | $1.1M |
| 2 | ALL-STATE INDUSTRIES, INC. ALL-STATE INDUSTRIES, INC. 401(K) SAVINGS & RETIREMENT PLAN | WEST DES MOINES IA | 222 | $12.4M | $563K |
| 3 | MAPLEWOOD MOTORS, LLC |
MAPLEWOOD MN |
| 670 |
| $49.3M |
| $512K |
| 4 | CAREEN, INC. D/B/A WINDINGS, INC. WINDINGS, INC. 401(K) SALARY SAVINGS & RETIREMENT PLAN | NEW ULM MN | 135 | $12.0M | $241K |
| 5 | HEIDELL, PITTONI, MURPHY & BACH, LLP HEIDELL, PITTONI, MURPHY & BACH, LLP 401(K) PLAN | NEW YORK NY | 169 | $35.1M | $25K |
| 6 | E BLOCK, CORP. E BLOCK, CORP. 401(K) PLAN | MOUNT MORRIS TOWNSHIP MI | 260 | $5.2M | $11K |
| 7 | AML RIVERSIDE, LLC AML RIVERSIDE, LLC 401(K) PLAN | FT. DODGE IA | 213 | $15.0M | $10K |
| 8 | AG EXPRESS ELECTRONICS, INC. AG EXPRESS ELECTRONICS, INC. SAFE HARBOR 401(K) PROFIT SHARING PLAN | DES MOINES IA | 157 | $8.4M | $5K |
