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 $137.0M in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 5 name variants: Principal Lifetime Hybrid 2045 CIT, Principal Lifetime Hybrid 2045 Fund, Principal Lifetime Hybrid 2045, Principal Lifetime Hybrid CIT 2045, Principal Lifetime Hybrid 2045 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 | $42.9M |
| 2 | KONICA MINOLTA BUSINESS SOLUTIONS U.S.A., INC. KONICA MINOLTA 401(K) PLAN | RAMSEY NJ | 5,286 | $1.2B | $29.0M |
| 3 | OLD NATIONAL BANCORP THE OLD NATIONAL BANCORP EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN | EVANSVILLE IN | 4,006 | $733.1M | $24.8M |
| 4 | TAYLOR MADE GOLF COMPANY, INC. TAYLOR MADE EMPLOYEES SAVINGS RETIREMENT PROGRAM | CARLSBAD CA | 911 | $206.3M | $6.5M |
| 5 | AC&A ENTERPRISES, LLC APPLIED COMPOSITES RETIREMENT PLAN | LAKE FOREST CA | 786 | $40.0M | $3.3M |
| 6 | CAR SOUND EXHAUST SYSTEM, INC. CAR SOUND EXHAUST SYSTEM, INC. 401(K) PROFIT SHARING PLAN | OCEANSIDE CA | 271 | $39.6M | $3.0M |
| 7 | FARMERS & MERCHANTS BANK OF CENTRAL CALIFORNIA FARMERS & MERCHANTS BANK OF CENT CA INTEGRATED PSP | LODI CA | 363 | $90.0M | $2.9M |
| 8 | MLF GROUP LLC BIGFOOT BEVERAGES 401(K) RETIREMENT PLAN | EUGENE OR | 253 | $37.0M | $2.5M |
| 9 | OMNI AIR INTERNATIONAL, LLC OMNI AIR INTERNATIONAL, LLC 401(K) PLAN FOR FLIGHT DECK CREW MEMBERS | TULSA OK | 321 | $61.6M | $2.1M |
| 10 | THORNBURG INVESTMENT MANAGEMENT, INCORPORATED THORNBURG INVESTMENT MANAGEMENT, INCORPORATED 401(K) PLAN | SANTA FE NM | 221 | $156.4M | $2.1M |
