Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Principal Principal Lifetime Hybrid Income Fund in their Schedule of Assets, totaling $354K 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 | RBC MINISTRIES DBA OUR DAILY BREAD MINISTRIES OUR DAILY BREAD MINISTRIES 401(K) RETIREMENT PLAN | GRAND RAPIDS MI | 274 | $29.8M | $220K |
| 2 | CONCORA CREDIT INC. CONCORA CREDIT INC 401(K) PLAN | BEAVERTON OR | 727 | $43.0M | $88K |
| 3 | TIRE WHOLESALERS COMPANY LLC TIRE WHOLESALERS COMPANY LLC 401(K) PLAN |
OAK PARK MI |
| 222 |
| $12.5M |
| $38K |
| 4 | DENYSE SIGNS, INC. DENYSE SIGNS, INC. 401(K) PROFIT SHARING PLAN | DOUGLASVILLE GA | 159 | $7.0M | $8K |
