Common / Collective TrustBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 1,213 retirement plans report an interest in this investment, totaling $180.1M in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 5 name variants: Prin Lifetime Hybr 2065 CIT Z, Prin Lifetime Hybr 2065, Prin Lifetime Hybr 2065 Cit-z, Prin Lifetime Hybr 2065 Z, Prin Lifetime Hybr 2065 CIT. Counts combine all variants of the same investment.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | ABSOLUTE CONCRETE CONSTRUCTION, INC. ABSOLUTE GROUP 401(K) PLAN | GRANGER IA | 280 | $8.1M | $3.1M |
| 2 | FIRST HERITAGE FEDERAL CREDIT UNION FIRST HERITAGE FEDERAL CREDIT UNION 401(K) RETIREMENT SAVINGS PLAN | CORNING NY | 141 | $16.0M | $1.4M |
| 3 | GOAL INVESTMENT GROUP, INC. GOAL & SUBSIDIARIES 401(K) PLAN | SAN DIEGO CA | 323 | $11.5M | $1.4M |
| 4 | CATALYST MEDICAL GROUP, PLLC CATALYST MEDICAL GROUP, PLLC RETIREMENT PLAN | LEWISTON ID | 172 | $39.5M | $1.3M |
| 5 | SIDDONS MARTIN EMERGENCY GROUP SIDDONS MARTIN EMERGENCY GROUP 401(K) PLAN | HOUSTON TX | 762 | $24.4M | $1.2M |
| 6 | PHAIDON INTERNATIONAL (U.S.) INC. PHAIDON INTERNATIONAL 401(K) PLAN | NEW YORK NY | 633 | $8.2M | $1.1M |
| 7 | M&M AUTOMOTIVE, INC. TEAM KARL MALONE 401(K) PLAN | DRAPER UT | 623 | $23.7M | $1.1M |
| 8 | SPANGLER CANDY COMPANY SPANGLER CANDY COMPANY 401(K) SAVINGS PLAN | BRYAN OH | 523 | $35.7M | $1.1M |
| 9 | SIGNAL PEAK ENERGY, LLC SIGNAL PEAK ENERGY, LLC 401(K) SAVINGS AND INVESTMENT PLAN | ROUNDUP MT | 264 | $26.7M | $1.1M |
| 10 | G & J PEPSI-COLA BOTTLERS, INC. G & J PEPSI-COLA BOTTLERS, INC. EMPLOYEES 401(K) RETIREMENT PLAN | CINCINNATI OH | 1,408 | $110.0M | $1.1M |
