Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 94 U.S. retirement plans report holding Prin Lifetime Hybr 2045 Cit Z in their Schedule of Assets, totaling $78.6M 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 | HAYNSWORTH SINKLER BOYD, P.A. HAYNSWORTH SINKLER BOYD, P.A. 401(K) PLAN | COLUMBIA SC | 195 | $145.2M | $14.6M |
| 2 | CONGRESSIONAL COUNTRY CLUB, INC. CONGRESSIONAL COUNTRY CLUB, INC. RETIREMENT SAVINGS PLAN | BETHESDA MD | 292 | $22.3M | $4.6M |
| 3 | CAPSA SOLUTIONS, LLC |
CANAL WINCHESTER OH |
| 317 |
| $33.9M |
| $4.0M |
| 4 | SOUTHERN MICHIGAN BANCORP, INC. SOUTHERN MICHIGAN BANCORP, INC. EMPLOYEE STOCK OWNERSHIP PLAN | COLDWATER MI | 242 | $22.5M | $3.5M |
| 5 | FOLIENCE, INC. FOLIENCE 401(K) SAVINGS PLAN | CEDAR RAPIDS IA | 486 | $38.5M | $3.4M |
| 6 | A123 SYSTEMS LLC A123 SYSTEMS LLC 401(K) PLAN | NOVI MI | 105 | $25.3M | $2.6M |
| 7 | CROSS TECHNOLOGIES INC. CROSS TECHNOLOGIES, INC. 401(K) PLAN | GREENSBORO NC | 637 | $43.5M | $2.4M |
| 8 | WIRELESS VISION, LLC WIRELESS VISION, LLC 401(K) PLAN | BLOOMFIELD HILLS MI | 2,083 | $13.7M | $2.2M |
| 9 | MINOVA USA INC. MINOVA USA INC. 401(K) PLAN | GEORGETOWN KY | 223 | $19.4M | $2.2M |
| 10 | LAFAYETTE FEDERAL CREDIT UNION LAFAYETTE FEDERAL CREDIT UNION 401(K) PLAN | ROCKVILLE MD | 193 | $29.9M | $2.0M |
