Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Principal Trust Company Lifetime Hybrid Income in their Schedule of Assets, totaling $770K 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 | $633K |
| 2 | NEW FASHION PORK, LLP NEW FASHION PORK 401(K) PLAN | JACKSON MN | 353 | $13.4M | $137K |
