Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Principal LifeTime Hybrid Income Fund Collective Investment Fund in their Schedule of Assets, totaling $63K 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 | MONTEREY MUSHROOMS, LLC MONTEREY MUSHROOMS 401(K) PLAN | DALLAS TX | 840 | $35.5M | $54K |
| 2 | GOAL INVESTMENT GROUP, INC. GOAL & SUBSIDIARIES 401(K) PLAN | SAN DIEGO CA | 323 | $11.5M | $8K |
