Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Principal Lifetime Hybrid Income Fund in their Schedule of Assets, totaling $6.1M 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 | SAMARITAN HEALTH SERVICES SAMARITAN HEALTH SERVICES RETIREMENT PLAN | CORVALLIS OR | 5,269 | $320.6M | $2.1M |
| 2 | LOUIS DREYFUS COMPANY LLC LOUIS DREYFUS RETIREMENT SAVINGS PLAN | WILTON CT | 1,115 | $287.0M | $1.5M |
| 3 | ORTHOPAEDIC & SPINE CENTER OF THE ROCKIES, PC |
FORT COLLINS CO |
| 625 |
| $87.6M |
| $1.0M |
| 4 | SUNSTAR INSURANCE GROUP DBA CHAPMAN-SANDER INSURANCE, LLC SUNSTAR INSURANCE GROUP 401(K) PLAN | MEMPHIS TN | 738 | $25.5M | $904K |
| 5 | INTERDENT SERVICE CORPORATION INTERDENT SERVICE CORPORATION 401(K) PLAN | EL SEGUNDO CA | 1,742 | $100.1M | $285K |
| 6 | NEW BELGIUM BREWING COMPANY, INC. NEW BELGIUM BREWING COMPANY, INC. 401(K) PLAN | FORT COLLINS CO | 1,334 | $197.1M | $148K |
| 7 | NAGASE HOLDINGS AMERICA CORPORATION NAGASE RETIREMENT PLAN | NEW YORK NY | 216 | $41.6M | $116K |
| 8 | SAWGRASS COUNTRY CLUB, INC SAWGRASS COUNTRY CLUB 401(K) PLAN | PONTE VEDRA BEACH FL | 188 | $5.6M | $29K |
| 9 | ARCADIA CHAIR COMPANY ARCADIA CHAIR COMPANY 401(K) PROFIT SHARING PLAN | LA PALMA CA | 207 | $6.1M | $22K |
| 10 | TWIN CITY FAN COMPANIES, LTD. TWIN CITY FAN RETIREMENT SAVINGS PLAN AND TRUST | PLYMOUTH MN | 970 | $83.2M | $12K |
