Common / Collective TrustBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 1,243 retirement plans report an interest in this investment, totaling $1.0B in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 4 name variants: Prin Lifetime Hybr 2025 CIT Z, Prin Lifetime Hybr 2025 Cit-z, Prin Lifetime Hybr 2025 CIT, Prin Lifetime Hybr 2025. Counts combine all variants of the same investment.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | TECOMET TECOMET 401(K) PLAN | WILMINGTON MA | 2,211 | $133.4M | $17.8M |
| 2 | PROGRESSIVE AE, INC. PROGRESSIVE AE FLEXIBLE COMPENSATION PLAN | GRAND RAPIDS MI | 272 | $54.2M | $7.7M |
| 3 | CAROLINA DIGESTIVE HEALTH ASSOCIATES, P.A. CAROLINA DIGESTIVE HEALTH ASSOCIATES, P.A. PROFIT SHARING & 401(K) PLAN | CHARLOTTE NC | 115 | $30.2M | $7.3M |
| 4 | MODERN DISPOSAL SERVICES, INC. MODERN DISPOSAL SERVICES, INC. 401(K) PLAN | MODEL CITY NY | 503 | $28.2M | $6.6M |
| 5 | STERLING CONSTRUCTION COMPANY, INC. STERLING CONSTRUCTION 401(K) PLAN | THE WOODLANDS TX | 2,273 | $85.7M | $6.5M |
| 6 | HOUSTON METRO UROLOGY, P.A. HOUSTON METRO UROLOGY, P.A. 401(K) PROFIT SHARING PLAN | HOUSTON TX | 130 | $40.8M | $6.3M |
| 7 | THE LEGAL AID SOCIETY THE LEGAL AID SOCIETY RETIREMENT PLAN | NEW YORK NY | 613 | $47.2M | $6.2M |
| 8 | BANC OF CALIFORNIA, INC. BANC OF CALIFORNIA, INC. 401(K) PLAN | SANTA ANA CA | 715 | $62.0M | $6.2M |
| 9 | HOAGLAND, LONGO, MORAN, DUNST & DOUKAS, LLP HOAGLAND, LONGO, MORAN, DUNST & DOUKAS 401(K) RETIREMENT PLAN | NEW BRUNSWICK NJ | 117 | $45.6M | $6.0M |
| 10 | LDV, INC. LYNCH COMPANIES 401(K) SAVINGS PLAN | BURLINGTON WI | 648 | $72.1M | $5.9M |
