Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Principal/BlackRock S&P 500 Index CIT N Fund Common/Collective Trust Fund in their Schedule of Assets, totaling $21.5M 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 | LARKIN HOFFMAN DALY & LINDGREN LTD LARKIN,HOFFMAN,DALY & LINDGREN, LTD. PROFIT SHARING PLAN AND TRUST | MINNEAPOLIS MN | 156 | $97.0M | $18.4M |
| 2 | BRESCOME BARTON, INC. BRESCOME BARTON, INC. RETIREMENT AND SAVINGS PLAN FOR LIQUOR SALES UNION | NORTH HAVEN CT | 117 | $24.0M | $3.1M |
