Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 97 U.S. retirement plans report holding Prin Lifetime Hybr 2035 Cit Z in their Schedule of Assets, totaling $87.1M 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 | HILLIS-CARNES ENGINEERING ASSOCIATES, INC. HILLIS-CARNES ENGINEERING ASSOCIATES, INC. 401(K) PLAN | ANNAPOLIS JUNCTION MD | 443 | $30.0M | $5.4M |
| 2 | ENVIRONMENTAL RESTORATION L.L.C. ENVIRONMENTAL RESTORATION 401(K) PROFIT-SHARING PLAN | ST. LOUIS MO | 333 | $26.1M | $5.0M |
| 3 | AMERICAN COLLEGE OF EMERGENCY PHYSICIANS |
IRVING TX |
| 139 |
| $42.5M |
| $3.6M |
| 4 | ARCATA ASSOCIATES, INC. ARCATA ASSOCIATES, INC. 401(K) PLAN | LAS VEGAS NV | 342 | $63.0M | $3.5M |
| 5 | CAPSA SOLUTIONS, LLC CAPSA SOLUTIONS, LLC 401(K) SAVINGS PLAN | CANAL WINCHESTER OH | 317 | $33.9M | $3.4M |
| 6 | N.A. MANS & SONS, INC. N.A. MANS & SONS INC. 401(K) PLAN | TRENTON MI | 245 | $28.6M | $3.3M |
| 7 | GIBSON TECHNICAL SERVICES, INC. GTS PLATFORM 401(K) PLAN | CANTON GA | 139 | $17.8M | $3.2M |
| 8 | CROSS TECHNOLOGIES INC. CROSS TECHNOLOGIES, INC. 401(K) PLAN | GREENSBORO NC | 637 | $43.5M | $3.2M |
| 9 | MINOVA USA INC. MINOVA USA INC. 401(K) PLAN | GEORGETOWN KY | 223 | $19.4M | $3.1M |
| 10 | ORBIS SIBRO, INC. ORBIS 401(K) RETIREMENT PLAN | CHARLESTON SC | 473 | $31.8M | $2.9M |