Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 89 U.S. retirement plans report holding Prin Lifetime Hybr 2065 Cit Z in their Schedule of Assets, totaling $62.4M 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 | W. M. JORDAN COMPANY, INC. W.M. JORDAN COMPANY, INC. PROFIT SHARING/401(K) PLAN | NEWPORT NEWS VA | 309 | $64.0M | $4.9M |
| 2 | HELLO! DESTINATION MANAGEMENT, LLC HELLO! DESTINATION MANAGEMENT SAVINGS PLAN | ORLANDO FL | 321 | $22.7M | $4.3M |
| 3 | ARCATA ASSOCIATES, INC. |
LAS VEGAS NV |
| 342 |
| $63.0M |
| $3.4M |
| 4 | PAYFONE, INC. PROVE 401(K) PLAN | NEW YORK NY | 254 | $23.6M | $2.9M |
| 5 | ONERORX, INC. ONERORX, INC. 401(K) PLAN | WEST DES MOINES IA | 641 | $18.4M | $2.8M |
| 6 | VAN DIEST SUPPLY CO VAN DIEST SUPPLY CO 401(K) RETIREMENT PLAN | WEBSTER CITY IA | 532 | $54.0M | $2.8M |
| 7 | BANK FIVE NINE BANK FIVE NINE 401(K) PLAN | OCONOMOWOC WI | 331 | $36.0M | $2.7M |
| 8 | TECHNOLOGY CONCEPTS & DESIGN, INC. TECHNOLOGY CONCEPTS & DESIGN, INC. EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN | GREENSBORO NC | 118 | $26.8M | $2.7M |
| 9 | LAFAYETTE FEDERAL CREDIT UNION LAFAYETTE FEDERAL CREDIT UNION 401(K) PLAN | ROCKVILLE MD | 193 | $29.9M | $2.2M |
| 10 | WORLEY WAREHOUSING, INC. WORLEY 401(K) PLAN | CEDAR RAPIDS IA | 140 | $13.7M | $2.1M |
