Common / Collective TrustBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 1,287 retirement plans report an interest in this investment, totaling $1.3B in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 5 name variants: Prin Lifetime Hybr 2050 CIT Z, Prin Lifetime Hybr 2050 Cit-z, Prin Lifetime Hybr 2050, Prin Lifetime Hybr 2050 CIT, Prin Lifetime Hybr 2050 Z. Counts combine all variants of the same investment.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | BROADVIEW FEDERAL CREDIT UNION CAPITAL COMMUNICATIONS FEDERAL CREDIT UNION RETIREMENT PLAN | ALBANY NY | 427 | $69.9M | $8.9M |
| 2 | STACK EXCHANGE, INC. PROSUS 401(K) PLAN | SAN FRANCISCO CA | 244 | $47.6M | $8.9M |
| 3 | THE HANOVER RESEARCH COUNCIL, LLC THE HANOVER RESEARCH COUNCIL, LLC 401(K) PROFIT SHARING PLAN | ARLINGTON VA | 432 | $38.0M | $8.5M |
| 4 | ENCOURA, LLC ENCOURA PROFIT SHARING/401(K) PLAN | AUSTIN TX | 988 | $41.8M | $7.9M |
| 5 | G & J PEPSI-COLA BOTTLERS, INC. G & J PEPSI-COLA BOTTLERS, INC. EMPLOYEES 401(K) RETIREMENT PLAN | CINCINNATI OH | 1,408 | $110.0M | $6.9M |
| 6 | CITIZENS MEDICAL CENTER, INC. CITIZENS MEDICAL CENTER, INC. 401(K) AND PENSION TRUST | COLBY KS | 412 | $32.9M | $6.9M |
| 7 | ORANGE COUNTY CREDIT UNION ORANGE COUNTY'S CREDIT UNION 401(K) PLAN | SANTA ANA CA | 359 | $64.2M | $6.6M |
| 8 | MI-T-M CORPORATION MI-T-M CORPORATION 401(K) PLAN | PEOSTA IA | 324 | $31.7M | $6.5M |
| 9 | DIVCO WEST SERVICES, LLC DIVCORE 401(K) PLAN | SAN FRANCISCO CA | 253 | $43.2M | $6.2M |
| 10 | CAMPUS USA CREDIT UNION CAMPUS USA CREDIT UNION 401(K) PLAN | JONESVILLE FL | 422 | $41.9M | $6.1M |
