Common / Collective TrustBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 121 retirement plans report an interest in this investment, totaling $2.8M in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 3 name variants: Prin Lifetime Hybr 2070 CIT Z, Prin Lifetime Hybr 2070 Z, Prin Lifetime Hybr 2070 CIT. Counts combine all variants of the same investment.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | DMG, INCORPORATED DBA MALLOY ELECTRIC MALLOY ELECTRIC 401(K) RETIREMENT SAVINGS PLAN | SIOUX FALLS SD | 240 | $12.8M | $200K |
| 2 | SAGESPRING WEALTH PARTNERS, LLC SAGESPRING WEALTH PARTNERS 401(K) PROFIT SHARING PLAN | FRANKLIN TN | 169 | $16.0M | $183K |
| 3 | THOMPSON HOSPITALITY CORPORATION THOMPSON HOSPITALITY 401(K) PROFIT SHARING PLAN | RESTON VA | 2,244 | $14.6M | $169K |
| 4 | SOURCEPASS, LLC SOURCEPASS 401(K) PLAN | MELVILLE NY | 454 | $25.9M | $152K |
| 5 | FORREST PAINT CO. FORREST PAINT CO. PROFIT SHARING AND EMPLOYEE SAVINGS PLAN | EUGENE OR | 91 | $12.1M | $129K |
| 6 | THE CSI COMPANIES, INC. THE CSI COMPANIES, INC. 401(K) PROFIT SHARING PLAN AND TRUST | JACKSONVILLE FL | 1,959 | $24.6M | $125K |
| 7 | DIAMONDBACK AUTOMOTIVE ACCESSORIES DIAMONDBACK AUTOMOTIVE ACCESSORIES 401 (K) PROFIT SHARING & TRUST | PHILIPSBURG PA | 152 | $6.5M | $122K |
| 8 | PRECIPART CORPORATION PRECIPART 401(K) PROFIT SHARING PLAN | FARMINGDALE NY | 238 | $35.2M | $120K |
| 9 | FRONTLINE INSURANCE MANAGERS, INC. FRONTLINE INSURANCE MANAGERS 401(K) PLAN | LAKE MARY FL | 586 | $73.8M | $102K |
| 10 | BEACH FRONT PROPERTY MANAGEMENT, INC. BEACH FRONT PROPERTY MANAGEMENT 401(K) PLAN | LONG BEACH CA | 269 | $1.1M | $100K |
