Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding The Principal Life Insurance Co. Lifetime Strategic Income SA in their Schedule of Assets, totaling $101K 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 | BACHMAN AUTO GROUP, INC. BACHMAN AUTO GROUP 401(K) SAVINGS AND INVESTMENT PLAN | LOUISVILLE KY | 390 | $29.1M | $93K |
| 2 | THE WILLIAMSON GROUP, INC. THE WILLIAMSON GROUP, INC. 401(K) SAVINGS PLAN | LOUISVILLE KY | 101 | $24.1M | $8K |
