Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Company Collective Investment Trust-Z * Principal Global Investors Trust Principal LifeTime Hybrid Collective N/R in their Schedule of Assets, totaling $105K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | TEXANS CREDIT UNION TEXANS CREDIT UNION 401(K) SAVINGS PLAN | RICHARDSON TX | 281 | $25.0M | $73K |
| 2 | HEALTHCARE HIGHWAYS, LLC HEALTHCARE HIGHWAYS 401(K) PLAN | FRISCO TX | 93 | $6.4M | $32K |
