Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 94 U.S. retirement plans report holding Prin Lifetime Hybr 2055 Cit Z in their Schedule of Assets, totaling $68.2M 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 | ACT EDUCATION CORP. ACT EDUCATION CORP. 401(K) PLAN | IOWA CITY IA | 786 | $25.7M | $9.1M |
| 2 | CAPSA SOLUTIONS, LLC CAPSA SOLUTIONS, LLC 401(K) SAVINGS PLAN | CANAL WINCHESTER OH | 317 | $33.9M | $4.0M |
| 3 | BANK FIVE NINE BANK FIVE NINE 401(K) PLAN |
OCONOMOWOC WI |
| 331 |
| $36.0M |
| $2.8M |
| 4 | A123 SYSTEMS LLC A123 SYSTEMS LLC 401(K) PLAN | NOVI MI | 105 | $25.3M | $2.6M |
| 5 | CROSS TECHNOLOGIES INC. CROSS TECHNOLOGIES, INC. 401(K) PLAN | GREENSBORO NC | 637 | $43.5M | $2.5M |
| 6 | LESTER ELECTRICAL OF NEBRASKA, INC. LESTER ELECTRICAL OF NEBRASKA, INC. 401(K) SAVINGS PLAN | LINCOLN NE | 106 | $13.6M | $2.3M |
| 7 | CONGRESSIONAL COUNTRY CLUB, INC. CONGRESSIONAL COUNTRY CLUB, INC. RETIREMENT SAVINGS PLAN | BETHESDA MD | 292 | $22.3M | $2.3M |
| 8 | LAFAYETTE FEDERAL CREDIT UNION LAFAYETTE FEDERAL CREDIT UNION 401(K) PLAN | ROCKVILLE MD | 193 | $29.9M | $2.2M |
| 9 | HILLIS-CARNES ENGINEERING ASSOCIATES, INC. HILLIS-CARNES ENGINEERING ASSOCIATES, INC. 401(K) PLAN | ANNAPOLIS JUNCTION MD | 443 | $30.0M | $1.8M |
| 10 | PAYFONE, INC. PROVE 401(K) PLAN | NEW YORK NY | 254 | $23.6M | $1.7M |
