Common / Collective TrustBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 1,289 retirement plans report an interest in this investment, totaling $1.6B in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 5 name variants: Prin Lifetime Hybr 2040 CIT Z, Prin Lifetime Hybr 2040 Cit-z, Prin Lifetime Hybr 2040, Prin Lifetime Hybr 2040 CIT, Prin Lifetime Hybr 2040 Z. Counts combine all variants of the same investment.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | ENCOURA, LLC ENCOURA PROFIT SHARING/401(K) PLAN | AUSTIN TX | 988 | $41.8M | $12.6M |
| 2 | STACY AND WITBECK, INC. STACY AND WITBECK, INC. RETIREMENT SAVINGS PLAN | ALAMEDA CA | 430 | $106.7M | $11.9M |
| 3 | ACT EDUCATION CORP. ACT EDUCATION CORP. 401(K) PLAN | IOWA CITY IA | 786 | $25.7M | $9.1M |
| 4 | G & J PEPSI-COLA BOTTLERS, INC. G & J PEPSI-COLA BOTTLERS, INC. EMPLOYEES 401(K) RETIREMENT PLAN | CINCINNATI OH | 1,408 | $110.0M | $8.4M |
| 5 | BIGBEAR.AI, LLC BIGBEAR.AI 401(K) PLAN | MCLEAN VA | 460 | $96.4M | $7.4M |
| 6 | AMERICAN ONCOLOGY NETWORK, LLC AMERICAN ONCOLOGY NETWORK, LLC 401(K) PROFIT SHARING PLAN | FORT MYERS FL | 1,206 | $61.8M | $7.1M |
| 7 | PEN-LINK, LTD. PEN-LINK, LTD. 401(K) PLAN | LINCOLN NE | 154 | $41.2M | $7.0M |
| 8 | HAYNSWORTH SINKLER BOYD, P.A. HAYNSWORTH SINKLER BOYD, P.A. 401(K) PLAN | COLUMBIA SC | 195 | $145.2M | $7.0M |
| 9 | PROGRESSIVE AE, INC. PROGRESSIVE AE FLEXIBLE COMPENSATION PLAN | GRAND RAPIDS MI | 272 | $54.2M | $6.8M |
| 10 | L & M SUPPLY, INC. L & M SUPPLY RETIREMENT SAVINGS PLAN | GRAND RAPIDS MN | 676 | $40.4M | $6.7M |
