Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Principal Trust Company Principal LifeTime Hybrid Income CIT N/A in their Schedule of Assets, totaling $612K 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 | A.K. INDUSTRIES, INC. A.K. INDUSTRIES, INC. PROFIT SHARING PLAN | PLYMOUTH IN | 225 | $5.5M | $612K |
