Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Principal Trust Company Lifetime Hybrid Income Fund in their Schedule of Assets, totaling $2.1M 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 | LOMBART BROTHERS, INC. LOMBART BROTHERS, INC. 401(K) PROFIT SHARING PLAN | NORFOLK VA | 291 | $34.5M | $2.0M |
| 2 | LIGHTING RETROFIT INTERNATIONAL,LLC LIGHTING RETROFIT INTERNATIONAL, LLC 401(K) PROFIT SHARING PLAN | GAMBRILLS MD | 277 | $11.3M | $44K |
| 3 | SAF-GARD SAFETY SHOE CO., INC. |
GREENSBORO NC |
| 404 |
| $12.7M |
| $29K |
