Common / Collective TrustBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 973 retirement plans report an interest in this investment, totaling $153.6M in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 4 name variants: Prin Lifetime Hybr 2015 CIT Z, Prin Lifetime Hybr 2015, Prin Lifetime Hybr 2015 CIT C, Prin Lifetime Hybr 2015 CIT. Counts combine all variants of the same investment.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | PRO-TECH DESIGN & MANUFACTURING, INC. PRO-TECH DESIGN & MANUFACTURING, INC. 401(K) PLAN | SANTA FE SPRINGS CA | 180 | $16.6M | $4.4M |
| 2 | THE CITIZENS BANK THE CITIZENS BANK KSOP PLAN | FLORENCE SC | 223 | $27.7M | $3.5M |
| 3 | BROWN & JAMES, P.C. BROWN & JAMES, P.C. 401(K) PROFIT SHARING PLAN | SAINT LOUIS MO | 140 | $72.7M | $3.0M |
| 4 | STACY AND WITBECK, INC. STACY AND WITBECK, INC. RETIREMENT SAVINGS PLAN | ALAMEDA CA | 430 | $106.7M | $2.1M |
| 5 | THE LEGAL AID SOCIETY THE LEGAL AID SOCIETY RETIREMENT PLAN | NEW YORK NY | 613 | $47.2M | $1.8M |
| 6 | AIR WATER AMERICA INC. AWA 401(K) PLAN | BEDMINSTER NJ | 425 | $18.1M | $1.7M |
| 7 | COMMUNITY LOANS OF AMERICA, INC. COMMUNITY LOANS OF AMERICA GROUP 401(K) PLAN | ATLANTA GA | 901 | $11.7M | $1.7M |
| 8 | LOMBART BROTHERS, INC. LOMBART BROTHERS, INC. 401(K) PROFIT SHARING PLAN | NORFOLK VA | 291 | $34.5M | $1.7M |
| 9 | ACRO SERVICE CORP ACRO SERVICE CORP. 401(K) PLAN | LIVONIA MI | 1,396 | $13.7M | $1.6M |
| 10 | HILLIS-CARNES ENGINEERING ASSOCIATES, INC. HILLIS-CARNES ENGINEERING ASSOCIATES, INC. 401(K) PLAN | ANNAPOLIS JUNCTION MD | 443 | $30.0M | $1.5M |
