Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 28 U.S. retirement plans report holding Prin LifeTime Hyb 2020 CIT U in their Schedule of Assets, totaling $63.2M 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 | ADAC PLASTICS, INC. ADAC PLASTICS, INC. RETIREMENT PLAN | GRAND RAPIDS MI | 773 | $63.7M | $9.1M |
| 2 | HOMEBRIDGE FINANCIAL SERVICES HOMEBRIDGE FINANCIAL SERVICES 401(K) PLAN & TRUST | ISELIN NJ | 312 | $66.6M | $8.6M |
| 3 | INDEPENDENT BANK CORPORATION INDEPENDENT BANK CORPORATION 401(K) PLAN |
IONIA MI |
| 822 |
| $97.5M |
| $7.9M |
| 4 | NATURE'S SUNSHINE PRODUCTS, INC. NATURE'S SUNSHINE PRODUCTS, INC. TAX DEFERRED RETIREMENT PLAN | LEHI UT | 422 | $74.2M | $5.9M |
| 5 | PROSPIRA AMERICA CORPORATION PROSPIRA AMERICA CORPORATION 401(K) PLAN | FINDLAY OH | 552 | $36.7M | $4.0M |
| 6 | MED-METRIX LLC MED-METRIX 401K PLAN | PARSIPPANY NJ | 2,088 | $74.9M | $3.8M |
| 7 | GEO CONTROL SYSTEMS, INC. GCS 401(K) PLAN | HOUSTON TX | 384 | $39.2M | $3.1M |
| 8 | COSCO SHIPPING (NORTH AMERICA) INC. COSCO SHIPPING (NORTH AMERICA) INC. 401(K) PROFIT SHARING PLAN | SECAUCUS NJ | 477 | $101.4M | $2.9M |
| 9 | COVERT BUICK, INC. COVERT AUTO GROUP 401(K) PLAN | AUSTIN TX | 1,114 | $39.0M | $2.9M |
| 10 | NIPPON LIFE GROUP NIPPON LIFE GROUP MONEY PURCHASE PLAN | NEW YORK NY | 147 | $25.7M | $2.8M |
