Common / Collective TrustBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 38 retirement plans report an interest in this investment, totaling $65.8M in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 5 name variants: Principal Lifetime Hybrid 2020 CIT, Principal Lifetime Hybrid 2020, Principal Lifetime Hybrid 2020 Fund, Principal Lifetime Hybrid CIT 2020, Principal Lifetime Hybrid 2020 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 | $15.4M |
| 2 | KONICA MINOLTA BUSINESS SOLUTIONS U.S.A., INC. KONICA MINOLTA 401(K) PLAN | RAMSEY NJ | 5,286 | $1.2B | $14.2M |
| 3 | LOCAL 1102 401(K) RETIREMENT PLAN LOCAL 1102 401(K) RETIREMENT PLAN | WOODBURY NY | 1,762 | $21.2M | $7.4M |
| 4 | OLD NATIONAL BANCORP THE OLD NATIONAL BANCORP EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN | EVANSVILLE IN | 4,006 | $733.1M | $5.7M |
| 5 | OMNI AIR INTERNATIONAL, LLC OMNI AIR INTERNATIONAL, LLC 401(K) PLAN | TULSA OK | 952 | $61.5M | $4.0M |
| 6 | HEARTLAND BANK HEARTLAND BANK 401(K) RETIREMENT PLAN | GENEVA NE | 125 | $19.7M | $3.2M |
| 7 | MLF GROUP LLC BIGFOOT BEVERAGES 401(K) RETIREMENT PLAN | EUGENE OR | 253 | $37.0M | $2.0M |
| 8 | JEWISH COMMUNITY CENTER OF GREATER PITTSBURGH JEWISH COMMUNITY CENTER OF GREATER PITTSBURGH 401(K) RETIREMENT PLAN | PITTSBURGH PA | 302 | $10.4M | $1.8M |
| 9 | AC&A ENTERPRISES, LLC APPLIED COMPOSITES RETIREMENT PLAN | LAKE FOREST CA | 786 | $40.0M | $1.8M |
| 10 | AIB INTERNATIONAL, INC. AIB INTERNATIONAL, INC. 401(K) PLAN | MANHATTAN KS | 137 | $23.7M | $1.6M |
