Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 26 U.S. retirement plans report holding Prin LifeTime Hy 2060 CIT U in their Schedule of Assets, totaling $43.8M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | NFM, INC. NFM, INC. 401(K) PLAN | LINTHICUM MD | 1,020 | $63.1M | $4.1M |
| 2 | MED-METRIX LLC MED-METRIX 401K PLAN | PARSIPPANY NJ | 2,088 | $74.9M | $3.6M |
| 3 | JCB, INC. JCB, INC. 401(K) RETIREMENT PLAN | POOLER GA | 976 |
| $48.5M |
| $3.0M |
| 4 | INDEPENDENT BANK CORPORATION INDEPENDENT BANK CORPORATION 401(K) PLAN | IONIA MI | 822 | $97.5M | $2.7M |
| 5 | MURRAY PLUMBING AND HEATING CORPORATION MURRAY COMPANY 401(K) PLAN | COMPTON CA | 297 | $48.8M | $2.7M |
| 6 | WAUSAU SUPPLY CO. WAUSAU SUPPLY COMPANY 401(K) PLAN | SCHOFIELD WI | 903 | $36.0M | $2.4M |
| 7 | PALERMO VILLA, INC. PALERMO VILLA, INC. 401(K) PLAN | MILWAUKEE WI | 1,127 | $38.9M | $2.4M |
| 8 | NATURE'S SUNSHINE PRODUCTS, INC. NATURE'S SUNSHINE PRODUCTS, INC. TAX DEFERRED RETIREMENT PLAN | LEHI UT | 422 | $74.2M | $2.4M |
| 9 | GEO CONTROL SYSTEMS, INC. GCS 401(K) PLAN | HOUSTON TX | 384 | $39.2M | $2.1M |
| 10 | STEARNS FINANCIAL SERVICES, INC. STEARNS FINANCIAL SERVICES, INC. 401(K) PLAN AND TRUST | ST. CLOUD MN | 488 | $37.2M | $1.9M |
