Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 108 U.S. retirement plans report holding Prin Lifetime Hybr 2030 Cit Z in their Schedule of Assets, totaling $108.8M 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 | ARCATA ASSOCIATES, INC. ARCATA ASSOCIATES, INC. 401(K) PLAN | LAS VEGAS NV | 342 | $63.0M | $6.0M |
| 2 | VAN DIEST SUPPLY CO VAN DIEST SUPPLY CO 401(K) RETIREMENT PLAN | WEBSTER CITY IA | 532 | $54.0M | $5.8M |
| 3 | JUPITER I, L.L.C. JUPITER I, L.L.C. 401(K) PLAN |
DENVER CO |
| 856 |
| $35.5M |
| $4.8M |
| 4 | PROCESS TECHNOLOGY PROCESS TECHNOLOGY INCENTIVE RETIREMENT PLAN | WILLOUGHBY OH | 329 | $23.4M | $4.8M |
| 5 | CROSS TECHNOLOGIES INC. CROSS TECHNOLOGIES, INC. 401(K) PLAN | GREENSBORO NC | 637 | $43.5M | $4.6M |
| 6 | RHODES INTERNATIONAL, INC. RHODES INTERNATIONAL, INC. EMPLOYEE SAVINGS & INVESTMENT PLAN | SOUTH JORDAN UT | 231 | $28.2M | $4.3M |
| 7 | FOLIENCE, INC. FOLIENCE 401(K) SAVINGS PLAN | CEDAR RAPIDS IA | 486 | $38.5M | $4.0M |
| 8 | JAMESTOWN S'KLALLAM TRIBE JAMESTOWN S'KLALLAM TRIBE 401(K) PROFIT SHARING PLAN | SEQUIM WA | 423 | $34.5M | $3.9M |
| 9 | N.A. MANS & SONS, INC. N.A. MANS & SONS INC. 401(K) PLAN | TRENTON MI | 245 | $28.6M | $3.8M |
| 10 | HILLIS-CARNES ENGINEERING ASSOCIATES, INC. HILLIS-CARNES ENGINEERING ASSOCIATES, INC. 401(K) PLAN | ANNAPOLIS JUNCTION MD | 443 | $30.0M | $3.7M |
