Common / Collective TrustBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 37 retirement plans report an interest in this investment, totaling $129.0M in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 5 name variants: Principal Lifetime Hybrid 2025 CIT, Principal Lifetime Hybrid 2025 Fund, Principal Lifetime Hybrid CIT 2025, Principal Lifetime Hybrid 2025, Principal Lifetime Hybrid 2025 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 | $37.0M |
| 2 | KONICA MINOLTA BUSINESS SOLUTIONS U.S.A., INC. KONICA MINOLTA 401(K) PLAN | RAMSEY NJ | 5,286 | $1.2B | $30.5M |
| 3 | OLD NATIONAL BANCORP THE OLD NATIONAL BANCORP EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN | EVANSVILLE IN | 4,006 | $733.1M | $23.0M |
| 4 | AC&A ENTERPRISES, LLC APPLIED COMPOSITES RETIREMENT PLAN | LAKE FOREST CA | 786 | $40.0M | $5.9M |
| 5 | FARMERS & MERCHANTS BANK OF CENTRAL CALIFORNIA FARMERS & MERCHANTS BANK OF CENT CA INTEGRATED PSP | LODI CA | 363 | $90.0M | $4.9M |
| 6 | MLF GROUP LLC BIGFOOT BEVERAGES 401(K) RETIREMENT PLAN | EUGENE OR | 253 | $37.0M | $4.5M |
| 7 | HEARTLAND BANK HEARTLAND BANK 401(K) RETIREMENT PLAN | GENEVA NE | 125 | $19.7M | $2.9M |
| 8 | AIB INTERNATIONAL, INC. AIB INTERNATIONAL, INC. 401(K) PLAN | MANHATTAN KS | 137 | $23.7M | $2.7M |
| 9 | INVESTORS TITLE INSURANCE COMPANY INVESTORS TITLE COMPANY AND AFFILIATES 401(K) PLAN | CHAPEL HILL NC | 622 | $73.0M | $2.4M |
| 10 | TAYLOR MADE GOLF COMPANY, INC. TAYLOR MADE EMPLOYEES SAVINGS RETIREMENT PROGRAM | CARLSBAD CA | 911 | $206.3M | $2.0M |
