Common / Collective TrustBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 26 retirement plans report an interest in this investment, totaling $12.4M in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 2 name variants: Prin Life Time Hybr 2020 CIT Z, Prin Life Time Hybr 2020 CIT A. Counts combine all variants of the same investment.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | ELLIOTT OIL COMPANY ELLIOTT OIL COMPANY 401(K) PROFIT SHARING PLAN | OTTUMWA IA | 134 | $9.9M | $2.9M |
| 2 | SCOUT ENERGY MANAGEMENT, LLC SCOUT ENERGY MANAGEMENT, LLC 401(K) P/S PLAN | DALLAS TX | 977 | $91.6M | $2.5M |
| 3 | HARRISON LLP HARRISON LLP 401(K) AND PROFIT SHARING PLAN | CHICAGO IL | 183 | $41.7M | $2.1M |
| 4 | THE PLEXUS GROUPE LLC THE PLEXUS GROUPE LLC 401(K) PROFIT SHARING PLAN | DEER PARK IL | 154 | $27.3M | $1.0M |
| 5 | SUSAN GAGE CATERER, INC. SUSAN GAGE CATERER, INC. 401(K) PROFIT SHARING PLAN | LANDOVER MD | 124 | $9.2M | $930K |
| 6 | ALANTE SECURITY GROUP, P.C. GOVERNMENT CONTRACTORS SAVINGS PLAN AND MASTER TE SECURITY GROUP, INC. PLAN | WESTBURY NY | 619 | $9.1M | $795K |
| 7 | WEG TRANSFORMERS USA, LLC WEG TRANSFORMERS USA, LLC 401(K) PLAN | WASHINGTON MO | 168 | $15.9M | $457K |
| 8 | AML RIVERSIDE, LLC AML RIVERSIDE, LLC 401(K) PLAN | FT. DODGE IA | 213 | $15.0M | $375K |
| 9 | LANTRONIX LANTRONIX 401(K) SAVINGS PLAN | IRVINE CA | 135 | $25.8M | $349K |
| 10 | STELLAR INNOVATIONS & SOLUTION STELLAR INNOVATIONS & SOLUTION 401(K) PROFIT SHARING PLAN AND TRUST | MORAINE OH | 174 | $6.8M | $301K |
