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 $132.2M in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 5 name variants: Principal Lifetime Hybrid 2050 CIT, Principal Lifetime Hybrid 2050, Principal Lifetime Hybrid 2050 Fund, Principal Lifetime Hybrid CIT 2050, Principal Lifetime Hybrid 2050 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 | $49.9M |
| 2 | OLD NATIONAL BANCORP THE OLD NATIONAL BANCORP EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN | EVANSVILLE IN | 4,006 | $733.1M | $23.4M |
| 3 | KONICA MINOLTA BUSINESS SOLUTIONS U.S.A., INC. KONICA MINOLTA 401(K) PLAN | RAMSEY NJ | 5,286 | $1.2B | $18.5M |
| 4 | TAYLOR MADE GOLF COMPANY, INC. TAYLOR MADE EMPLOYEES SAVINGS RETIREMENT PROGRAM | CARLSBAD CA | 911 | $206.3M | $5.5M |
| 5 | OMNI AIR INTERNATIONAL, LLC OMNI AIR INTERNATIONAL, LLC 401(K) PLAN | TULSA OK | 952 | $61.5M | $3.7M |
| 6 | OMNI AIR INTERNATIONAL, LLC OMNI AIR INTERNATIONAL, LLC 401(K) PLAN FOR FLIGHT DECK CREW MEMBERS | TULSA OK | 321 | $61.6M | $3.3M |
| 7 | AC&A ENTERPRISES, LLC APPLIED COMPOSITES RETIREMENT PLAN | LAKE FOREST CA | 786 | $40.0M | $3.1M |
| 8 | INVESTORS TITLE INSURANCE COMPANY INVESTORS TITLE COMPANY AND AFFILIATES 401(K) PLAN | CHAPEL HILL NC | 622 | $73.0M | $2.3M |
| 9 | CAR SOUND EXHAUST SYSTEM, INC. CAR SOUND EXHAUST SYSTEM, INC. 401(K) PROFIT SHARING PLAN | OCEANSIDE CA | 271 | $39.6M | $2.1M |
| 10 | THORNBURG INVESTMENT MANAGEMENT, INCORPORATED THORNBURG INVESTMENT MANAGEMENT, INCORPORATED 401(K) PLAN | SANTA FE NM | 221 | $156.4M | $2.1M |
