Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Principal Lifetime Strategic Income Fund SA-Z in their Schedule of Assets, totaling $348K 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 | MAKINO, INC. MAKINO 401(K) SAVINGS PLAN | MASON OH | 538 | $133.2M | $348K |
