Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 19 U.S. retirement plans report holding Prin/BR Agg Bd Index CIT TR in their Schedule of Assets, totaling $30.7M 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 | GRINNELL MUTUAL REINSURANCE COMPANY GRINNELL MUTUAL SAVINGS AND INVESTMENT PLAN | GRINNELL IA | 743 | $151.7M | $16.3M |
| 2 | SEW-EURODRIVE, INC. SEW-EURODRIVE, INC. PROFIT SHARING/401(K) RETIREMENT PLAN | LYMAN SC | 1,062 | $238.0M | $4.1M |
| 3 | PEPSI-COLA BOTTLING CO. OF HICKORY, NC INC. |
HICKORY NC |
| 325 |
| $84.3M |
| $2.1M |
| 4 | CASE FOODS, INC. CASE FARMS 401(K) PLAN | TROUTMAN NC | 3,298 | $46.7M | $1.8M |
| 5 | HAZEN RESEARCH, INC. HAZEN RESEARCH, INC. 401(K) RETIREMENT SAVINGS PLAN | GOLDEN CO | 129 | $14.9M | $1.0M |
| 6 | MURATA MACHINERY USA, INC. MURATA MACHINERY USA, INC. 401(K) PROFIT SHARING PLAN | CHARLOTTE NC | 440 | $41.8M | $879K |
| 7 | ANCIRA ENTERPRISES ANCIRA ENTERPRISES EMPLOYEE SAVINGS PLAN | SAN ANTONIO TX | 640 | $57.2M | $834K |
| 8 | STRUCTURAL GROUP INC. STRUCTURAL GROUP, INC. 401(K) SAVINGS PLAN AND TRUST | COLUMBIA MD | 2,404 | $187.7M | $611K |
| 9 | CROSBY TUGS LLC CROSBY TUGS, LLC 401(K) PLAN | GALLIANO LA | 694 | $21.5M | $591K |
| 10 | GRAHAM HOSPITAL GRAHAM HOSPITAL THRIFT AND SAVINGS PLAN | CANTON IL | 805 | $58.0M | $574K |
