Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Principal Global Investors Trust Co. Lifetime HYBR 2040 CIT Z in their Schedule of Assets, totaling $12.1M 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 | RANDA CORP RANDA ACCESSORIES RETIREMENT SAVINGS PLAN | NEW YORK NY | 783 | $67.1M | $4.3M |
| 2 | STRATEGIC PHARMACEUTICAL SOLUTIONS DBA VETSOURCE STRATEGIC PHARMACEUTICAL SOLUTIONS 401(K) PROFIT SHARING PLAN AND TRUST | PORTLAND OR | 608 | $33.4M | $3.9M |
| 3 | OML INC. OLIVER MARKETING 401(K) PLAN |
NEW YORK NY |
| 451 |
| $27.3M |
| $3.5M |
| 4 | HEALTHKEEPERZ, INC. HEALTHKEEPERZ, INC. 401(K) PLAN | PEMBROKE NC | 134 | $2.8M | $327K |
