Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Principal Lifetime Hybrid Income Fund Common Collective Trust in their Schedule of Assets, totaling $1.8M 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 | HALDEX BRAKE PRODUCTS HALDEX BRAKE PRODUCTS CORPORATION 401(K) SAVINGS PLAN | KANSAS CITY MO | 219 | $47.1M | $627K |
| 2 | ORTHOPEDIC AND SPORTS MEDICINE CENTER OF NORTHERN INDIANA, INC. ORTHOPEDIC AND SPORTS MEDICINE CENTER OF NORTHERN INDIANA, INC. 401(K) PLAN | ELKHART IN | 282 | $44.6M | $508K |
| 3 | EMERGENT BIOSOLUTIONS, INC. |
GAITHERSBURG MD |
| 531 |
| $204.5M |
| $413K |
| 4 | WOOD REAL ESTATE INVESTORS, LLC WOOD PARTNERS RETIREMENT & SAVINGS PLAN | ATLANTA GA | 420 | $74.4M | $276K |
| 5 | MARIANI PACKING COMPANY, INC. MARIANI PACKING COMPANY, INC. PROFIT SHARING 401(K) PLAN | VACAVILLE CA | 413 | $26.4M | $6K |
