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 Trust NR in their Schedule of Assets, totaling $1.1M 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 | ENVISIONEERING, INC. ENVISIONEERING, INC. 401(K) RETIREMENT PLAN | ALEXANDRIA VA | 178 | $26.3M | $973K |
| 2 | NORTHERN VIRGINIA FAMILY SERVICE, INC. NVFS 401(K) PLAN | FALLS CHURCH VA | 324 | $23.9M | $159K |
