Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Principal Lifetime Strategic Income Fund in their Schedule of Assets, totaling $3.0M 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 | RYAN COMPANIES US, INC. RYAN COMPANIES US, INC. RETIREMENT PLAN | MINNEAPOLIS MN | 1,520 | $324.0M | $1.3M |
| 2 | NEW YORK CENTRAL MUTUAL FIRE INSURANCE CO. NEW YORK CENTRAL MUTUAL FIRE INSURANCE COMPANY 401K RETIREMENT SAVINGS PLAN | EDMESTON NY | 943 | $82.5M | $561K |
| 3 | MCKING CONSULTING CORPORATION |
FAIRFAX VA |
| 54 |
| $15.3M |
| $432K |
| 4 | SAINT THERESE SAINT THERESE AND AFFILIATES EMPLOYEE BENEFIT 403(B) RETIREMENT PLAN | ST LOUIS PARK MN | 1,073 | $25.5M | $280K |
| 5 | ENVIRONMENTAL COMPLIANCE CONSULTANTS, INC. ECC 401(K) PROFIT SHARING PLAN | ANCHORAGE AK | 91 | $6.9M | $191K |
| 6 | PENINSULA INSTITUTE FOR COMMUNITY HEALTH, INC PENINSULA INSTITUTE FOR COMMUNITY HEALTH INC 403(B) PLAN | NEWPORT NEWS VA | 122 | $9.9M | $119K |
| 7 | ALLISON-SMITH COMPANY, LLC ALLISON-SMITH COMPANY, LLC PS/401(K) PLAN | SMYRNA GA | 125 | $21.4M | $70K |
| 8 | COTTON HOLDINGS, INC. COTTON HOLDINGS, INC. 401(K) PLAN | HOUSTON TX | 1,132 | $22.1M | $20K |
| 9 | BROADHEAD ENTERPRISES INC. BROADHEAD ENTERPRISES INC. 401(K) PLAN | MINNEAPOLIS MN | 138 | $19.0M | $2K |
