Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Principal Trust Company Hybrid Income in their Schedule of Assets, totaling $6.1M 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 | SHAW INDUSTRIES GROUP, INC. SHAW INDUSTRIES GROUP, INC. RETIREMENT SAVINGS PLAN | DALTON GA | 16,672 | $1.7B | $6.0M |
| 2 | CONTROL DEVICES, LLC CONTROL DEVICES, LLC 401(K) PROFIT SHARING PLAN | FENTON MO | 391 | $17.7M | $144K |
