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 $182.2M in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 5 name variants: Principal Lifetime Hybrid 2035 CIT, Principal Lifetime Hybrid 2035 Fund, Principal Lifetime Hybrid CIT 2035, Principal Lifetime Hybrid 2035, Principal Lifetime Hybrid 2035 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 | $53.9M |
| 2 | KONICA MINOLTA BUSINESS SOLUTIONS U.S.A., INC. KONICA MINOLTA 401(K) PLAN | RAMSEY NJ | 5,286 | $1.2B | $44.7M |
| 3 | OLD NATIONAL BANCORP THE OLD NATIONAL BANCORP EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN | EVANSVILLE IN | 4,006 | $733.1M | $28.4M |
| 4 | MLF GROUP LLC BIGFOOT BEVERAGES 401(K) RETIREMENT PLAN | EUGENE OR | 253 | $37.0M | $11.2M |
| 5 | TAYLOR MADE GOLF COMPANY, INC. TAYLOR MADE EMPLOYEES SAVINGS RETIREMENT PROGRAM | CARLSBAD CA | 911 | $206.3M | $8.2M |
| 6 | AC&A ENTERPRISES, LLC APPLIED COMPOSITES RETIREMENT PLAN | LAKE FOREST CA | 786 | $40.0M | $3.7M |
| 7 | SYNTHA GROUP, INC. SYNTHA GROUP, INC. PROFIT SHARING AND 401(K) PLAN | HIGH POINT NC | 366 | $46.2M | $3.0M |
| 8 | FARMERS & MERCHANTS BANK OF CENTRAL CALIFORNIA FARMERS & MERCHANTS BANK OF CENT CA INTEGRATED PSP | LODI CA | 363 | $90.0M | $2.8M |
| 9 | BONSET AMERICA CORPORATION EMPLOYEES SAVINGS PLAN OF BONSET AMERICA CORPORATION | BROWN SUMMIT NC | 115 | $21.9M | $2.8M |
| 10 | AIB INTERNATIONAL, INC. AIB INTERNATIONAL, INC. 401(K) PLAN | MANHATTAN KS | 137 | $23.7M | $2.5M |
