Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 28 U.S. retirement plans report holding Prin LifeTime HB 2040 CIT U in their Schedule of Assets, totaling $39.3M 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 | COSCO SHIPPING (NORTH AMERICA) INC. COSCO SHIPPING (NORTH AMERICA) INC. 401(K) PROFIT SHARING PLAN | SECAUCUS NJ | 477 | $101.4M | $7.0M |
| 2 | OVATION HOLDINGS OVATION HOLDINGS 401(K) RETIREMENT PLAN | RIVERDALE IA | 789 | $45.3M | $5.7M |
| 3 | ARAG NORTH AMERICA, INC. |
DES MOINES IA |
| 234 |
| $51.8M |
| $5.4M |
| 4 | NATURE'S SUNSHINE PRODUCTS, INC. NATURE'S SUNSHINE PRODUCTS, INC. TAX DEFERRED RETIREMENT PLAN | LEHI UT | 422 | $74.2M | $4.2M |
| 5 | RED BUD INDUSTRIES, INC. RED BUD INDUSTRIES, INC. PROFIT SHARING PLAN | RED BUD IL | 208 | $46.7M | $2.8M |
| 6 | PILOT CORPORATION OF AMERICA PILOT PEN 401(K) PLAN | JACKSONVILLE FL | 260 | $13.1M | $2.1M |
| 7 | HOMEBRIDGE FINANCIAL SERVICES HOMEBRIDGE FINANCIAL SERVICES 401(K) PLAN & TRUST | ISELIN NJ | 312 | $66.6M | $1.5M |
| 8 | LOWER, LLC000000000 LOWER LLC 401(K) RETIREMENT PLAN | COLUMBIA MD | 981 | $48.0M | $1.2M |
| 9 | WAUSAU SUPPLY CO. WAUSAU SUPPLY COMPANY 401(K) PLAN | SCHOFIELD WI | 903 | $36.0M | $1.2M |
| 10 | ARANDELL CORPORATION ARANDELL CORPORATION 401(K) SAVINGS PLAN | MENOMONEE FALLS WI | 779 | $48.4M | $1.1M |
