Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Prin/BR Lg Cap Value CIT TR in their Schedule of Assets, totaling $5.1M 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 | GRAHAM HOSPITAL GRAHAM HOSPITAL THRIFT AND SAVINGS PLAN | CANTON IL | 805 | $58.0M | $2.2M |
| 2 | PEPSI-COLA BOTTLING CO. OF HICKORY, NC INC. PEPSI-COLA BOTTLING COMPANY OF HICKORY, N.C., INC. PROFIT SHARING AND 401(K) | HICKORY NC | 325 | $84.3M | $1.9M |
| 3 | GRINNELL MUTUAL REINSURANCE COMPANY |
GRINNELL IA |
| 743 |
| $151.7M |
| $398K |
| 4 | MIDSOUTH BANCORPORATION MIDSOUTH BANCORPORATION 401(K) PROFIT SHARING PLAN | DOTHAN AL | 108 | $12.0M | $239K |
| 5 | ANCIRA ENTERPRISES ANCIRA ENTERPRISES EMPLOYEE SAVINGS PLAN | SAN ANTONIO TX | 640 | $57.2M | $166K |
| 6 | LOGISTICS & ENVIRONMENTAL SOLUTIONS CORPORATION LOGISTICS AND ENVIRONMENTAL SOLUTIONS CORP. 401(K) RETIREMENT PLAN | HUNTSVILLE AL | 75 | $4.0M | $102K |
| 7 | LESTER BUILDING SYSTEMS LLC. LESTER RETIREMENT BUILDER SAVINGS PLAN | LESTER PRAIRIE MN | 175 | $15.0M | $92K |
| 8 | CEDAR RIVER CONTRACTING, INC. CEDAR RIVER CONTRACTING, INC. 401(K) PROFIT SHARING PLAN | CEDAR FALLS IA | 119 | $8.1M | $12K |
