Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Principal Trust Co. LifeTime Hybrid Income Fund in their Schedule of Assets, totaling $677K 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 | LETNES RESTAURANT GROUP INC. AND AFFILIATES LETNES RESTAURANT GROUP INC. AND AFFILIATES 401(K) PLAN | WAITE PARK MN | 413 | $1.5M | $677K |
