Common / Collective TrustBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 30 retirement plans report an interest in this investment, totaling $15.7M in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 4 name variants: Principal Lifetime Hybrid 2065 CIT, Principal Lifetime Hybrid 2065, Principal Lifetime Hybrid CIT 2065, Principal Lifetime Hybrid 2065 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 | $6.0M |
| 2 | OLD NATIONAL BANCORP THE OLD NATIONAL BANCORP EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN | EVANSVILLE IN | 4,006 | $733.1M | $3.9M |
| 3 | KONICA MINOLTA BUSINESS SOLUTIONS U.S.A., INC. KONICA MINOLTA 401(K) PLAN | RAMSEY NJ | 5,286 | $1.2B | $2.5M |
| 4 | TAYLOR MADE GOLF COMPANY, INC. TAYLOR MADE EMPLOYEES SAVINGS RETIREMENT PROGRAM | CARLSBAD CA | 911 | $206.3M | $937K |
| 5 | AC&A ENTERPRISES, LLC APPLIED COMPOSITES RETIREMENT PLAN | LAKE FOREST CA | 786 | $40.0M | $502K |
| 6 | MLF GROUP LLC BIGFOOT BEVERAGES 401(K) RETIREMENT PLAN | EUGENE OR | 253 | $37.0M | $451K |
| 7 | FARMERS & MERCHANTS BANK OF CENTRAL CALIFORNIA FARMERS & MERCHANTS BANK OF CENT CA INTEGRATED PSP | LODI CA | 363 | $90.0M | $287K |
| 8 | SPECTRA LOGIC CORP. SPECTRA LOGIC 401(K) PROFIT SHARING PLAN | BOULDER CO | 281 | $53.4M | $190K |
| 9 | SUMMIT BANK SUMMIT BANK 401(K) PROFIT SHARING PLAN | EUGENE OR | 133 | $12.3M | $157K |
| 10 | OMNI AIR INTERNATIONAL, LLC OMNI AIR INTERNATIONAL, LLC 401(K) PLAN | TULSA OK | 952 | $61.5M | $152K |
