Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Prin LifeTime HB 2035 CIT X in their Schedule of Assets, totaling $26.8M 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 | MICHIGAN STATE UNIVERSITY FEDERAL CREDIT UNION MICHIGAN STATE UNIVERSITY FEDERAL CREDIT UNION | EAST LANSING MI | 1,444 | $177.2M | $8.6M |
| 2 | HOAR HOLDINGS, LLC HOAR HOLDINGS, LLC 401(K) RETIREMENT PLAN | BIRMINGHAM AL | 870 | $128.1M | $6.2M |
| 3 | FORT HEALTHCARE, INC. FORT HEALTHCARE, INC. SAVINGS PLAN |
FORT ATKINSON WI |
| 823 |
| $129.3M |
| $4.9M |
| 4 | ENVERUS, INC. ENVERUS, INC. | AUSTIN TX | 883 | $112.8M | $3.6M |
| 5 | FELLOWSHIP OF CHRISTIAN ATHLETES FELLOWSHIP OF CHRISTIAN ATHLETES RETIREMENT/401(K) PLAN | KANSAS CITY MO | 3,144 | $118.1M | $2.7M |
| 6 | SEACOR PAYROLL MANAGEMENT LLC SEACOR SAVINGS PLAN | DANIA BEACH FL | 170 | $62.1M | $377K |
| 7 | MICHIGAN MILLERS MUTUAL INSURANCE COMPANY MICHIGAN MILLERS MUTUAL INSURANCE COMPANY EMPLOYEE 401(K) PLAN | LANSING MI | 174 | $21.1M | $306K |
