Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 106 U.S. retirement plans report holding Prin Lifetime Hybr 2060 Cit Z in their Schedule of Assets, totaling $81.2M 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 | TECHNOLOGY CONCEPTS & DESIGN, INC. TECHNOLOGY CONCEPTS & DESIGN, INC. EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN | GREENSBORO NC | 118 | $26.8M | $7.7M |
| 2 | ACT EDUCATION CORP. ACT EDUCATION CORP. 401(K) PLAN | IOWA CITY IA | 786 | $25.7M | $5.6M |
| 3 | W. M. JORDAN COMPANY, INC. |
NEWPORT NEWS VA |
| 309 |
| $64.0M |
| $5.2M |
| 4 | ABRAMS FENSTERMAN, LLP ABRAMS FENSTERMAN, LLP 401(K) RETIREMENT PLAN | LAKE SUCCESS NY | 295 | $21.2M | $3.4M |
| 5 | ONERORX, INC. ONERORX, INC. 401(K) PLAN | WEST DES MOINES IA | 641 | $18.4M | $3.2M |
| 6 | BANK FIVE NINE BANK FIVE NINE 401(K) PLAN | OCONOMOWOC WI | 331 | $36.0M | $2.8M |
| 7 | LESTER ELECTRICAL OF NEBRASKA, INC. LESTER ELECTRICAL OF NEBRASKA, INC. 401(K) SAVINGS PLAN | LINCOLN NE | 106 | $13.6M | $2.7M |
| 8 | PAYFONE, INC. PROVE 401(K) PLAN | NEW YORK NY | 254 | $23.6M | $2.6M |
| 9 | FIDELITY BANK FIDELITY BANK 401(K) RETIREMENT PLAN | MANDEVILLE LA | 324 | $33.0M | $2.6M |
| 10 | A123 SYSTEMS LLC A123 SYSTEMS LLC 401(K) PLAN | NOVI MI | 105 | $25.3M | $2.5M |
