Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 94 U.S. retirement plans report holding Prin Lifetime Hybr 2025 Cit Z in their Schedule of Assets, totaling $88.8M 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 | JOE GIBBS RACING, LLC JOE GIBBS RACING 401(K) SAVINGS PLAN | HUNTERSVILLE NC | 479 | $80.8M | $9.8M |
| 2 | BEDOUKIAN RESEARCH, INC. BEDOUKIAN RESEARCH, INC. 401(K) SAVINGS & PROFIT SHARING PLAN | DANBURY CT | 142 | $34.6M | $5.8M |
| 3 | TEAM RONCO INCORPORATED RONCO EMPLOYEES 401(K) SAVINGS PLAN |
CLAYTON NC |
| 137 |
| $31.1M |
| $5.2M |
| 4 | ORBIS SIBRO, INC. ORBIS 401(K) RETIREMENT PLAN | CHARLESTON SC | 473 | $31.8M | $4.0M |
| 5 | QHR HEALTH, LLC DBA OVATION HEALTHCARE OVATION HEALTHCARE RETIREMENT SAVINGS PLAN | BRENTWOOD TN | 1,121 | $37.2M | $3.8M |
| 6 | JUPITER I, L.L.C. JUPITER I, L.L.C. 401(K) PLAN | DENVER CO | 856 | $35.5M | $3.5M |
| 7 | PROCESS EQUIPMENT, INC. PROCESSBARRON 401(K) PLAN | PELHAM AL | 393 | $20.5M | $3.4M |
| 8 | ENVIRONMENTAL RESTORATION L.L.C. ENVIRONMENTAL RESTORATION 401(K) PROFIT-SHARING PLAN | ST. LOUIS MO | 333 | $26.1M | $3.2M |
| 9 | ARCATA ASSOCIATES, INC. ARCATA ASSOCIATES, INC. 401(K) PLAN | LAS VEGAS NV | 342 | $63.0M | $3.1M |
| 10 | JAMESTOWN S'KLALLAM TRIBE JAMESTOWN S'KLALLAM TRIBE 401(K) PROFIT SHARING PLAN | SEQUIM WA | 423 | $34.5M | $2.5M |
