Common / Collective TrustBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 1,268 retirement plans report an interest in this investment, totaling $1.4B in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 4 name variants: Prin Lifetime Hybr 2035 CIT Z, Prin Lifetime Hybr 2035, Prin Lifetime Hybr 2035 Cit-z, Prin Lifetime Hybr 2035 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 | $18.4M |
| 2 | G & J PEPSI-COLA BOTTLERS, INC. G & J PEPSI-COLA BOTTLERS, INC. EMPLOYEES 401(K) RETIREMENT PLAN | CINCINNATI OH | 1,408 | $110.0M | $9.2M |
| 3 | HUMPHREY & ASSOCIATES, INC. HUMPHREY & ASSOCIATES, INC. 401(K) PLAN | CARROLLTON TX | 415 | $44.3M | $8.7M |
| 4 | AMERICAN ONCOLOGY NETWORK, LLC AMERICAN ONCOLOGY NETWORK, LLC 401(K) PROFIT SHARING PLAN | FORT MYERS FL | 1,206 | $61.8M | $8.6M |
| 5 | BANC OF CALIFORNIA, INC. BANC OF CALIFORNIA, INC. 401(K) PLAN | SANTA ANA CA | 715 | $62.0M | $8.0M |
| 6 | STACY AND WITBECK, INC. STACY AND WITBECK, INC. RETIREMENT SAVINGS PLAN | ALAMEDA CA | 430 | $106.7M | $7.3M |
| 7 | BIGBEAR.AI, LLC BIGBEAR.AI 401(K) PLAN | MCLEAN VA | 460 | $96.4M | $7.2M |
| 8 | CATALYST MEDICAL GROUP, PLLC CATALYST MEDICAL GROUP, PLLC RETIREMENT PLAN | LEWISTON ID | 172 | $39.5M | $6.5M |
| 9 | STERLING CONSTRUCTION COMPANY, INC. STERLING CONSTRUCTION 401(K) PLAN | THE WOODLANDS TX | 2,273 | $85.7M | $6.3M |
| 10 | LDV, INC. LYNCH COMPANIES 401(K) SAVINGS PLAN | BURLINGTON WI | 648 | $72.1M | $6.1M |
