Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 97 U.S. retirement plans report holding Prin Lifetime Hybr 2065 Cit Z in their Schedule of Assets, totaling $74.9M 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 | FIDELITY BANK FIDELITY BANK 401(K) RETIREMENT PLAN | MANDEVILLE LA | 324 | $33.0M | $5.8M |
| 2 | W. M. JORDAN COMPANY, INC. W.M. JORDAN COMPANY, INC. PROFIT SHARING/401(K) PLAN | NEWPORT NEWS VA | 309 | $64.0M | $4.9M |
| 3 | HELLO! DESTINATION MANAGEMENT, LLC HELLO! DESTINATION MANAGEMENT SAVINGS PLAN |
ORLANDO FL |
| 321 |
| $22.7M |
| $4.3M |
| 4 | ARCATA ASSOCIATES, INC. ARCATA ASSOCIATES, INC. 401(K) PLAN | LAS VEGAS NV | 342 | $63.0M | $3.4M |
| 5 | PRC-SALTILLO PRENTKE ROMICH COMPANY DBA PRC-SALTILLO DEFERRED COMPENSATION PLAN | WOOSTER OH | 298 | $28.7M | $2.9M |
| 6 | PAYFONE, INC. PROVE 401(K) PLAN | NEW YORK NY | 254 | $23.6M | $2.9M |
| 7 | ONERORX, INC. ONERORX, INC. 401(K) PLAN | WEST DES MOINES IA | 641 | $18.4M | $2.8M |
| 8 | VAN DIEST SUPPLY CO VAN DIEST SUPPLY CO 401(K) RETIREMENT PLAN | WEBSTER CITY IA | 532 | $54.0M | $2.8M |
| 9 | BANK FIVE NINE BANK FIVE NINE 401(K) PLAN | OCONOMOWOC WI | 331 | $36.0M | $2.7M |
| 10 | TECHNOLOGY CONCEPTS & DESIGN, INC. TECHNOLOGY CONCEPTS & DESIGN, INC. EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN | GREENSBORO NC | 118 | $26.8M | $2.7M |
