Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Principal Trust Company LifeTime Income in their Schedule of Assets, totaling $69K 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 | NATIONAL DISTRIBUTION & CONTRACTING, INC. NATIONAL DISTRIBUTION & CONTRACTING, INC. 401(K) PROFIT SHARING PLAN | NASHVILLE TN | 329 | $23.4M | $69K |
