Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Principal Principal LifeTime Hybrid Income in their Schedule of Assets, totaling $746K 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 | UNCOMN, LLC UNCOMN 401(K) PLAN | SCOTT AFB IL | 218 | $15.3M | $374K |
| 2 | REGAL MARINE INDUSTRIES, INC. REGAL MARINE 401(K) RETIREMENT PLAN | ORLANDO FL | 649 | $30.1M | $264K |
| 3 | SUMMIT BANK SUMMIT BANK 401(K) PROFIT SHARING PLAN |
| 133 |
| $12.3M |
| $108K |
