Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Principal Trust Company Lifetime Hybrid 2065 Fund in their Schedule of Assets, totaling $1.2M 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 | KIK INTERNATIONAL LLC KIK CUSTOM PRODUCTS 401(K) RETIREMENT SAVINGS PLAN | LAWRENCEVILLE GA | 1,520 | $92.8M | $711K |
| 2 | LIGHTING RETROFIT INTERNATIONAL,LLC LIGHTING RETROFIT INTERNATIONAL,LLC PREVAILING WAGE PLAN | GAMBRILLS MD | 91 | $7.0M | $371K |
| 3 | LOMBART BROTHERS, INC. |
NORFOLK VA |
| 291 |
| $34.5M |
| $36K |
| 4 | LIGHTING RETROFIT INTERNATIONAL,LLC LIGHTING RETROFIT INTERNATIONAL, LLC 401(K) PROFIT SHARING PLAN | GAMBRILLS MD | 277 | $11.3M | $26K |
| 5 | SAF-GARD SAFETY SHOE CO., INC. SAF-GARD SAFETY SHOE CO., INC. RETIREMENT SAVINGS PLAN | GREENSBORO NC | 404 | $12.7M | $7K |
