Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding Principal* Lifetime Hybrid Income in their Schedule of Assets, totaling $8.1M 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 | ALVARADO CONSTRUCTION, INC. CAMPOS DE SUENOS (FIELD OF DREAMS) 401(K) PLAN AND TRUST | GREENWOOD VILLAGE CO | 1,060 | $8.0M | $4.0M |
| 2 | XENIUM RESOURCES, INC. XENIUM 401(K) RETIREMENT SAVINGS PLAN | TUALATIN OR | 3,063 | $131.5M | $1.1M |
| 3 | JUBILANT PHARMOVA HOLDINGS, INC. AND |
YARDLEY PA |
| 1,721 |
| $147.1M |
| $750K |
| 4 | OMNI AIR INTERNATIONAL, LLC OMNI AIR INTERNATIONAL, LLC 401(K) PLAN | TULSA OK | 952 | $61.5M | $710K |
| 5 | TUFF SHED, INC. TUFF SHED, INC. EMPLOYEE 401(K) PLAN | DENVER CO | 1,328 | $51.6M | $480K |
| 6 | STEPHENSON WHOLESALE COMPANY, INC. INDIAN NATION WHOLESALE EMPLOYEE 401(K) PLAN | DURANT OK | 189 | $7.4M | $235K |
| 7 | LAKESHORE EMPLOYMENT INC LAKESHORE EMPLOYMENT INC 401(K) PROFIT SHARING PLAN AND TRUST | SKOKIE IL | 431 | $5.2M | $204K |
| 8 | DEMA ENGINEERING CO. DEMA ENGINEERING CO. 401K PLAN | SAINT LOUIS MO | 102 | $32.3M | $170K |
| 9 | MAGNOLIA BANKING CORPORATION AND FARMERS BANK AND TRUST COMPANY FARMERS BANK AND TRUST COMPANY 401(K) AND EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST | MAGNOLIA AR | 390 | $31.2M | $144K |
| 10 | RCD LLC DETROIT TOOL & ENGINEERING 401(K) RETIREMENT PLAN | LEBANON MO | 79 | $15.7M | $124K |
