Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 100 U.S. retirement plans report holding Prin Lifetime Hybr 2055 Cit Z in their Schedule of Assets, totaling $79.8M 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 | ACT EDUCATION CORP. ACT EDUCATION CORP. 401(K) PLAN | IOWA CITY IA | 786 | $25.7M | $9.1M |
| 2 | PRC-SALTILLO PRENTKE ROMICH COMPANY DBA PRC-SALTILLO DEFERRED COMPENSATION PLAN | WOOSTER OH | 298 | $28.7M | $5.4M |
| 3 | CAPSA SOLUTIONS, LLC CAPSA SOLUTIONS, LLC 401(K) SAVINGS PLAN |
CANAL WINCHESTER OH |
| 317 |
| $33.9M |
| $4.0M |
| 4 | BANK FIVE NINE BANK FIVE NINE 401(K) PLAN | OCONOMOWOC WI | 331 | $36.0M | $2.8M |
| 5 | FIDELITY BANK FIDELITY BANK 401(K) RETIREMENT PLAN | MANDEVILLE LA | 324 | $33.0M | $2.7M |
| 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 | $2.5M |
| 8 | LESTER ELECTRICAL OF NEBRASKA, INC. LESTER ELECTRICAL OF NEBRASKA, INC. 401(K) SAVINGS PLAN | LINCOLN NE | 106 | $13.6M | $2.3M |
| 9 | CONGRESSIONAL COUNTRY CLUB, INC. CONGRESSIONAL COUNTRY CLUB, INC. RETIREMENT SAVINGS PLAN | BETHESDA MD | 292 | $22.3M | $2.3M |
| 10 | LAFAYETTE FEDERAL CREDIT UNION LAFAYETTE FEDERAL CREDIT UNION 401(K) PLAN | ROCKVILLE MD | 193 | $29.9M | $2.2M |