Common / Collective TrustBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 1,285 retirement plans report an interest in this investment, totaling $1.7B in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 4 name variants: Prin Lifetime Hybr 2030 CIT Z, Prin Lifetime Hybr 2030 Cit-z, Prin Lifetime Hybr 2030, Prin Lifetime Hybr 2030 CIT. 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 | $25.3M |
| 2 | AMERICAN ONCOLOGY NETWORK, LLC AMERICAN ONCOLOGY NETWORK, LLC 401(K) PROFIT SHARING PLAN | FORT MYERS FL | 1,206 | $61.8M | $13.0M |
| 3 | BROWN & JAMES, P.C. BROWN & JAMES, P.C. 401(K) PROFIT SHARING PLAN | SAINT LOUIS MO | 140 | $72.7M | $12.3M |
| 4 | BAYERISCHE LANDESBANK BAYERISCHE LANDESBANK NY EMPLOYEES RETIREMENT PLAN | NEW YORK NY | 83 | $113.7M | $10.5M |
| 5 | THE LEGAL AID SOCIETY THE LEGAL AID SOCIETY RETIREMENT PLAN | NEW YORK NY | 613 | $47.2M | $8.1M |
| 6 | STACY AND WITBECK, INC. STACY AND WITBECK, INC. RETIREMENT SAVINGS PLAN | ALAMEDA CA | 430 | $106.7M | $7.7M |
| 7 | BIGBEAR.AI, LLC BIGBEAR.AI 401(K) PLAN | MCLEAN VA | 460 | $96.4M | $7.3M |
| 8 | L & M SUPPLY, INC. L & M SUPPLY RETIREMENT SAVINGS PLAN | GRAND RAPIDS MN | 676 | $40.4M | $7.3M |
| 9 | STERLING CONSTRUCTION COMPANY, INC. STERLING CONSTRUCTION 401(K) PLAN | THE WOODLANDS TX | 2,273 | $85.7M | $6.8M |
| 10 | LDV, INC. LYNCH COMPANIES 401(K) SAVINGS PLAN | BURLINGTON WI | 648 | $72.1M | $6.7M |
