Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 106 U.S. retirement plans report holding Prin Lifetime Hybr 2040 Cit Z in their Schedule of Assets, totaling $87.0M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | AMERICAN COLLEGE OF EMERGENCY PHYSICIANS AMERICAN COLLEGE OF EMERGENCY PHYSICIANS 401(K) PS PLAN | IRVING TX | 139 | $42.5M | $4.5M |
| 2 | FOLIENCE, INC. FOLIENCE 401(K) SAVINGS PLAN | CEDAR RAPIDS IA | 486 | $38.5M | $4.1M |
| 3 | PROCESS TECHNOLOGY PROCESS TECHNOLOGY INCENTIVE RETIREMENT PLAN |
WILLOUGHBY OH |
| 329 |
| $23.4M |
| $3.6M |
| 4 | HAYNSWORTH SINKLER BOYD, P.A. HAYNSWORTH SINKLER BOYD, P.A. 401(K) PLAN | COLUMBIA SC | 195 | $145.2M | $3.5M |
| 5 | SOUTHERN MICHIGAN BANCORP, INC. SOUTHERN MICHIGAN BANCORP, INC. EMPLOYEE STOCK OWNERSHIP PLAN | COLDWATER MI | 242 | $22.5M | $3.2M |
| 6 | ARCATA ASSOCIATES, INC. ARCATA ASSOCIATES, INC. 401(K) PLAN | LAS VEGAS NV | 342 | $63.0M | $3.1M |
| 7 | CROSS TECHNOLOGIES INC. CROSS TECHNOLOGIES, INC. 401(K) PLAN | GREENSBORO NC | 637 | $43.5M | $3.1M |
| 8 | BNP MEDIA, INC. BNP MEDIA 401K PLAN | BIRMINGHAM MI | 316 | $58.2M | $2.8M |
| 9 | WIRELESS VISION, LLC WIRELESS VISION, LLC 401(K) PLAN | BLOOMFIELD HILLS MI | 2,083 | $13.7M | $2.5M |
| 10 | TECHNOLOGY CONCEPTS & DESIGN, INC. TECHNOLOGY CONCEPTS & DESIGN, INC. EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN | GREENSBORO NC | 118 | $26.8M | $2.4M |
