Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 24 U.S. retirement plans report holding Principal Global Investors Trust Co. Prin Lifetime Hybr 2015 Cit Z in their Schedule of Assets, totaling $10.6M 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 | NORMAN INTERNATIONAL, INC. NORMAN INTERNATIONAL, INC. 401(K) PROFIT SHARING PLAN | SANTA FE SPRINGS CA | 203 | $22.9M | $2.3M |
| 2 | COMMUNITY LOANS OF AMERICA, INC. COMMUNITY LOANS OF AMERICA GROUP 401(K) PLAN | ATLANTA GA | 901 | $11.7M | $1.7M |
| 3 | HARRISON LLP HARRISON LLP 401(K) AND PROFIT SHARING PLAN |
CHICAGO IL |
| 183 |
| $41.7M |
| $1.6M |
| 4 | BARGE DESIGN SOLUTIONS, INC. BARGE DESIGN SOLUTIONS, INC. EMPLOYEES' PROFIT SHARING PLAN | NASHVILLE TN | 614 | $142.0M | $1.4M |
| 5 | WEBER MARKING SYSTEMS, INC. DBA WEBER PACKAGING SOLUTIONS, INC. WEBER PACKAGING SOLUTIONS EMPLOYEES' RETIREMENT PLAN AND TRUST | ARLINGTON HEIGHTS IL | 202 | $25.5M | $654K |
| 6 | UNIFIED BUSINESS TECHNOLOGIES INC. UNIFIED BUSINESS TECHNOLOGIES INC. 401K PLAN | TROY MI | 236 | $8.1M | $629K |
| 7 | LONGENECKER & ASSOCIATES, INC. LONGENECKER & ASSOCIATES, INC. 401(K) PLAN | LAS VEGAS NV | 142 | $14.0M | $482K |
| 8 | PRAIRIE MEADOWS RACETRACK & CASINO, INC. PRAIRIE MEADOWS RACETRACK & CASINO EMPLOYEE 401(K) SAVINGS PLAN | ALTOONA IA | 919 | $91.3M | $256K |
| 9 | SOUTH OXFORD MANAGEMENT LLC SOUTH OXFORD MANAGEMENT LLC 401(K) PLAN | DALLAS TX | 433 | $19.3M | $218K |
| 10 | OSBORN & BARR COMMUNICATIONS, INC. OSBORN & BARR COMMUNICATIONS EMPLOYEE SAVINGS PLAN | CREVE COEUR MO | 47 | $12.6M | $167K |
