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 $58.0M in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 5 name variants: Principal Lifetime Hybrid 2060 CIT, Principal Lifetime Hybrid 2060, Principal Lifetime Hybrid 2060 Fund, Principal Lifetime Hybrid CIT 2060, Principal Lifetime Hybrid 2060 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 | $20.1M |
| 2 | OLD NATIONAL BANCORP THE OLD NATIONAL BANCORP EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN | EVANSVILLE IN | 4,006 | $733.1M | $10.4M |
| 3 | KONICA MINOLTA BUSINESS SOLUTIONS U.S.A., INC. KONICA MINOLTA 401(K) PLAN | RAMSEY NJ | 5,286 | $1.2B | $6.3M |
| 4 | OMNI AIR INTERNATIONAL, LLC OMNI AIR INTERNATIONAL, LLC 401(K) PLAN | TULSA OK | 952 | $61.5M | $4.2M |
| 5 | TAYLOR MADE GOLF COMPANY, INC. TAYLOR MADE EMPLOYEES SAVINGS RETIREMENT PROGRAM | CARLSBAD CA | 911 | $206.3M | $3.5M |
| 6 | AC&A ENTERPRISES, LLC APPLIED COMPOSITES RETIREMENT PLAN | LAKE FOREST CA | 786 | $40.0M | $1.7M |
| 7 | OMNI AIR INTERNATIONAL, LLC OMNI AIR INTERNATIONAL, LLC 401(K) PLAN FOR FLIGHT DECK CREW MEMBERS | TULSA OK | 321 | $61.6M | $1.5M |
| 8 | CAR SOUND EXHAUST SYSTEM, INC. CAR SOUND EXHAUST SYSTEM, INC. 401(K) PROFIT SHARING PLAN | OCEANSIDE CA | 271 | $39.6M | $1.3M |
| 9 | GULFTECH INTERNATIONAL INC. GULFTECH RETIREMENT PLAN | CENTENNIAL CO | 419 | $91.0M | $1.0M |
| 10 | SYNTHA GROUP, INC. SYNTHA GROUP, INC. PROFIT SHARING AND 401(K) PLAN | HIGH POINT NC | 366 | $46.2M | $925K |
