Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 100 U.S. retirement plans report holding Prin Lifetime Hybr 2045 Cit Z in their Schedule of Assets, totaling $87.8M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | HAYNSWORTH SINKLER BOYD, P.A. HAYNSWORTH SINKLER BOYD, P.A. 401(K) PLAN | COLUMBIA SC | 195 | $145.2M | $14.6M |
| 2 | BNP MEDIA, INC. BNP MEDIA 401K PLAN | BIRMINGHAM MI | 316 | $58.2M | $5.1M |
| 3 | CONGRESSIONAL COUNTRY CLUB, INC. CONGRESSIONAL COUNTRY CLUB, INC. RETIREMENT SAVINGS PLAN |
BETHESDA MD |
| 292 |
| $22.3M |
| $4.6M |
| 4 | CAPSA SOLUTIONS, LLC CAPSA SOLUTIONS, LLC 401(K) SAVINGS PLAN | CANAL WINCHESTER OH | 317 | $33.9M | $4.0M |
| 5 | SOUTHERN MICHIGAN BANCORP, INC. SOUTHERN MICHIGAN BANCORP, INC. EMPLOYEE STOCK OWNERSHIP PLAN | COLDWATER MI | 242 | $22.5M | $3.5M |
| 6 | FOLIENCE, INC. FOLIENCE 401(K) SAVINGS PLAN | CEDAR RAPIDS IA | 486 | $38.5M | $3.4M |
| 7 | A123 SYSTEMS LLC A123 SYSTEMS LLC 401(K) PLAN | NOVI MI | 105 | $25.3M | $2.6M |
| 8 | CROSS TECHNOLOGIES INC. CROSS TECHNOLOGIES, INC. 401(K) PLAN | GREENSBORO NC | 637 | $43.5M | $2.4M |
| 9 | WIRELESS VISION, LLC WIRELESS VISION, LLC 401(K) PLAN | BLOOMFIELD HILLS MI | 2,083 | $13.7M | $2.2M |
| 10 | MINOVA USA INC. MINOVA USA INC. 401(K) PLAN | GEORGETOWN KY | 223 | $19.4M | $2.2M |
