Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Principal Principal Lifetime Strategic Income in their Schedule of Assets, totaling $241K 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 | CHARTER BROKERAGE, LLC CHARTER BROKERAGE, LLC 401(K) PROFIT SHARING PLAN | NORWALK CT | 168 | $31.4M | $164K |
| 2 | MIDWEST REFRIGERATED SERVICES, INC. MIDWEST REFRIGERATED 401(K) PLAN | ELKHORN WI | 379 | $15.7M | $77K |
