Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 103 U.S. retirement plans report holding Prin Lifetime Hybr 2020 Cit Z in their Schedule of Assets, totaling $88.6M 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 | BNP MEDIA, INC. BNP MEDIA 401K PLAN | BIRMINGHAM MI | 316 | $58.2M | $6.2M |
| 2 | QHR HEALTH, LLC DBA OVATION HEALTHCARE OVATION HEALTHCARE RETIREMENT SAVINGS PLAN | BRENTWOOD TN | 1,121 | $37.2M | $4.8M |
| 3 | CAPSA SOLUTIONS, LLC CAPSA SOLUTIONS, LLC 401(K) SAVINGS PLAN |
CANAL WINCHESTER OH |
| 317 |
| $33.9M |
| $3.9M |
| 4 | CROSS TECHNOLOGIES INC. CROSS TECHNOLOGIES, INC. 401(K) PLAN | GREENSBORO NC | 637 | $43.5M | $3.7M |
| 5 | MARCONE APPLIANCE PARTS CO. MARCONE APPLIANCE PARTS CENTER 401(K) PROFIT SHARING PLAN | CREVE COUER MO | 1,950 | $99.5M | $3.7M |
| 6 | HAYNSWORTH SINKLER BOYD, P.A. HAYNSWORTH SINKLER BOYD, P.A. 401(K) PLAN | COLUMBIA SC | 195 | $145.2M | $3.5M |
| 7 | SUNBURST HOSPITALITY CORPORATION SUNBURST HOSPITALITY CORPORATION RETIREMENT SAVINGS AND INVESTMENT PLAN | FULTON MD | 941 | $28.0M | $2.9M |
| 8 | JOE GIBBS RACING, LLC JOE GIBBS RACING 401(K) SAVINGS PLAN | HUNTERSVILLE NC | 479 | $80.8M | $2.9M |
| 9 | PROCESS EQUIPMENT, INC. PROCESSBARRON 401(K) PLAN | PELHAM AL | 393 | $20.5M | $2.7M |
| 10 | QUALITY KING DISTRIBUTORS, INC. QUALITY KING DISTRIBUTORS, INC. 401(K) SAVINGS PLAN | BELLPORT NY | 237 | $27.9M | $2.7M |
