Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Principal Trust Company Principal Lifetime Hybrid Income in their Schedule of Assets, totaling $396K 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 | JOSEPH GALLO CHEESE COMPANY, LP DBA JOSEPH GALLO FARMS JOSEPH GALLO FARMS 401(K) PLAN | ATWATER CA | 231 | $16.8M | $273K |
| 2 | THE BERNARD GROUP, INC. THE BERNARD GROUP 401(K) PLAN | CHANHASSEN MN | 940 | $58.2M | $75K |
| 3 | GALLO CATTLE COMPANY DBA JOSEPH GALLO FARMS |
ATWATER CA |
| 222 |
| $11.6M |
| $48K |
