Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Prin/BR Agg Bd Index CIT N in their Schedule of Assets, totaling $28.7M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | MIDWEST RADIOLOGY, P.A. MIDWEST RADIOLOGY P.A. PROFIT SHARING PLAN | ROSEVILLE MN | 395 | $300.3M | $8.0M |
| 2 | PEET'S COFFEE & TEA, LLC PEET'S COFFEE & TEA, LLC SAVINGS & RETIREMENT PLAN | EMERYVILLE CA | 4,443 | $130.3M | $7.2M |
| 3 | PENSKE RACING SOUTH, INC. PERFORMANCE GROUP 401(K) RETIREMENT SAVINGS PLAN |
MOORESVILLE NC |
| 439 |
| $82.0M |
| $6.5M |
| 4 | SMC, LTD. SMC RETIREMENT PLAN | SOMERSET WI | 1,447 | $78.9M | $2.3M |
| 5 | NODAK INSURANCE COMPANY NODAK INSURANCE COMPANY 401(K) PROFIT SHARING PLAN | FARGO ND | 222 | $48.6M | $2.1M |
| 6 | PROLIFICS, INC. PROLIFICS, INC. 401(K) PLAN | ORLANDO FL | 110 | $32.0M | $755K |
| 7 | THE SPRINGS COMPANY THE SPRINGS COMPANY 401(K) SAVINGS AND RETIREMENT PLAN | FORT MILL SC | 93 | $17.9M | $736K |
| 8 | MORNING STAR COMPANY MORNING STAR COMPANY 401(K) PROFIT SHARING PLAN | WOODLAND CA | 706 | $90.6M | $483K |
| 9 | CEDAR RIVER CONTRACTING, INC. CEDAR RIVER CONTRACTING, INC. 401(K) PROFIT SHARING PLAN | CEDAR FALLS IA | 119 | $8.1M | $394K |
| 10 | LEROY SPRINGS & COMPANY, INC. LEROY SPRINGS & COMPANY, INC. 401(K) SAVINGS AND RETIREMENT PLAN | FORT MILL SC | 241 | $7.5M | $160K |
