Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 19 U.S. retirement plans report holding Prin/BR S&P Mid Index CIT TR in their Schedule of Assets, totaling $16.0M 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 | AAA MINNEAPOLIS AAA MINNEAPOLIS 401(K) SAVINGS PLAN | MINNEAPOLIS MN | 167 | $16.1M | $3.8M |
| 2 | MIDSOUTH BANCORPORATION MIDSOUTH BANCORPORATION 401(K) PROFIT SHARING PLAN | DOTHAN AL | 108 | $12.0M | $3.0M |
| 3 | GRAHAM HOSPITAL GRAHAM HOSPITAL THRIFT AND SAVINGS PLAN |
CANTON IL |
| 805 |
| $58.0M |
| $2.7M |
| 4 | SEW-EURODRIVE, INC. SEW-EURODRIVE, INC. PROFIT SHARING/401(K) RETIREMENT PLAN | LYMAN SC | 1,062 | $238.0M | $2.5M |
| 5 | MORNING STAR COMPANY MORNING STAR COMPANY 401(K) PROFIT SHARING PLAN | WOODLAND CA | 706 | $90.6M | $1.3M |
| 6 | MURATA MACHINERY USA, INC. MURATA MACHINERY USA, INC. 401(K) PROFIT SHARING PLAN | CHARLOTTE NC | 440 | $41.8M | $583K |
| 7 | GRINNELL MUTUAL REINSURANCE COMPANY GRINNELL MUTUAL SAVINGS AND INVESTMENT PLAN | GRINNELL IA | 743 | $151.7M | $468K |
| 8 | 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 | $359K |
| 9 | OAK CREST VILLAGE, INC. ERICKSON COMMUNITY 401(K) PLAN | CANTONSVILLE MD | 12,374 | $294.7M | $332K |
| 10 | CASE FOODS, INC. CASE FARMS 401(K) PLAN | TROUTMAN NC | 3,298 | $46.7M | $271K |
