Common / Collective TrustBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 34 retirement plans report an interest in this investment, totaling $13.8M in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 5 name variants: Principal Lifetime Hybrid 2015 CIT, Principal Lifetime Hybrid CIT 2015, Principal Lifetime Hybrid 2015 Fund, Principal Lifetime Hybrid 2015, Principal Lifetime Hybrid 2015 FD Z. Counts combine all variants of the same investment.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | STERLING JEWELERS INC. SIGNET JEWELERS RETIREMENT SAVINGS PLAN | AKRON OH | 24,148 | $742.1M | $5.3M |
| 2 | KONICA MINOLTA BUSINESS SOLUTIONS U.S.A., INC. KONICA MINOLTA 401(K) PLAN | RAMSEY NJ | 5,286 | $1.2B | $2.5M |
| 3 | OLD NATIONAL BANCORP THE OLD NATIONAL BANCORP EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN | EVANSVILLE IN | 4,006 | $733.1M | $2.5M |
| 4 | FARMERS & MERCHANTS BANK OF CENTRAL CALIFORNIA FARMERS & MERCHANTS BANK OF CENT CA INTEGRATED PSP | LODI CA | 363 | $90.0M | $1.6M |
| 5 | AIB INTERNATIONAL, INC. AIB INTERNATIONAL, INC. 401(K) PLAN | MANHATTAN KS | 137 | $23.7M | $622K |
| 6 | AC&A ENTERPRISES, LLC APPLIED COMPOSITES RETIREMENT PLAN | LAKE FOREST CA | 786 | $40.0M | $264K |
| 7 | TAYLOR MADE GOLF COMPANY, INC. TAYLOR MADE EMPLOYEES SAVINGS RETIREMENT PROGRAM | CARLSBAD CA | 911 | $206.3M | $173K |
| 8 | HOTEL AND GAMING TRADES COUNCIL, AFL-CIO NEW YORK HOTEL & MOTEL TRADES COUNCIL AFL-CIO, STAFF PENSION PLAN | NEW YORK NY | 72 | $9.9M | $170K |
| 9 | INVESTORS TITLE INSURANCE COMPANY INVESTORS TITLE COMPANY AND AFFILIATES 401(K) PLAN | CHAPEL HILL NC | 622 | $73.0M | $169K |
| 10 | SYNTHA GROUP, INC. SYNTHA GROUP, INC. PROFIT SHARING AND 401(K) PLAN | HIGH POINT NC | 366 | $46.2M | $146K |
