Common / Collective TrustBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 39 retirement plans report an interest in this investment, totaling $215.7M in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 5 name variants: Principal Lifetime Hybrid 2030 CIT, Principal Lifetime Hybrid 2030, Principal Lifetime Hybrid CIT 2030, Principal Lifetime Hybrid 2030 Fund, Principal Lifetime Hybrid 2030 FD Z. Counts combine all variants of the same investment.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | KONICA MINOLTA BUSINESS SOLUTIONS U.S.A., INC. KONICA MINOLTA 401(K) PLAN | RAMSEY NJ | 5,286 | $1.2B | $52.7M |
| 2 | STERLING JEWELERS INC. SIGNET JEWELERS RETIREMENT SAVINGS PLAN | AKRON OH | 24,148 | $742.1M | $52.4M |
| 3 | OLD NATIONAL BANCORP THE OLD NATIONAL BANCORP EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN | EVANSVILLE IN | 4,006 | $733.1M | $45.0M |
| 4 | MLF GROUP LLC BIGFOOT BEVERAGES 401(K) RETIREMENT PLAN | EUGENE OR | 253 | $37.0M | $7.0M |
| 5 | LOCAL 1102 401(K) RETIREMENT PLAN LOCAL 1102 401(K) RETIREMENT PLAN | WOODBURY NY | 1,762 | $21.2M | $6.5M |
| 6 | TAYLOR MADE GOLF COMPANY, INC. TAYLOR MADE EMPLOYEES SAVINGS RETIREMENT PROGRAM | CARLSBAD CA | 911 | $206.3M | $6.1M |
| 7 | OMNI AIR INTERNATIONAL, LLC OMNI AIR INTERNATIONAL, LLC 401(K) PLAN FOR FLIGHT DECK CREW MEMBERS | TULSA OK | 321 | $61.6M | $5.8M |
| 8 | OMNI AIR INTERNATIONAL, LLC OMNI AIR INTERNATIONAL, LLC 401(K) PLAN | TULSA OK | 952 | $61.5M | $5.3M |
| 9 | KAYSER-ROTH CORPORATION KAYSER-ROTH CORPORATION EMPLOYEES' SAVINGS PLAN | GREENSBORO NC | 431 | $37.8M | $5.1M |
| 10 | FARMERS & MERCHANTS BANK OF CENTRAL CALIFORNIA FARMERS & MERCHANTS BANK OF CENT CA INTEGRATED PSP | LODI CA | 363 | $90.0M | $4.8M |
