Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 30 U.S. retirement plans report holding Principal Global Investors Trust Co. Prin Lifetime Hybr 2020 Cit Z in their Schedule of Assets, totaling $22.2M 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 | PRAIRIE MEADOWS RACETRACK & CASINO, INC. PRAIRIE MEADOWS RACETRACK & CASINO EMPLOYEE 401(K) SAVINGS PLAN | ALTOONA IA | 919 | $91.3M | $5.2M |
| 2 | BARGE DESIGN SOLUTIONS, INC. BARGE DESIGN SOLUTIONS, INC. EMPLOYEES' PROFIT SHARING PLAN | NASHVILLE TN | 614 | $142.0M | $3.0M |
| 3 | HARRISON LLP |
CHICAGO IL |
| 183 |
| $41.7M |
| $2.1M |
| 4 | WEBER MARKING SYSTEMS, INC. DBA WEBER PACKAGING SOLUTIONS, INC. WEBER PACKAGING SOLUTIONS EMPLOYEES' RETIREMENT PLAN AND TRUST | ARLINGTON HEIGHTS IL | 202 | $25.5M | $2.0M |
| 5 | COMMUNITY LOANS OF AMERICA, INC. COMMUNITY LOANS OF AMERICA GROUP 401(K) PLAN | ATLANTA GA | 901 | $11.7M | $1.6M |
| 6 | ROECHLING MEDICAL ROCHESTER, L.P. ROECHLING MEDICAL 401(K) PLAN | ROCHESTER NY | 462 | $25.1M | $1.3M |
| 7 | NORMAN INTERNATIONAL, INC. NORMAN INTERNATIONAL, INC. 401(K) PROFIT SHARING PLAN | SANTA FE SPRINGS CA | 203 | $22.9M | $1.0M |
| 8 | MILLER CASTINGS, INC. MILLER CASTINGS, INC. 401(K) PLAN | WHITTIER CA | 413 | $12.2M | $981K |
| 9 | KREHER STEEL COMPANY, LLC KREHER STEEL 401(K) PLAN | MELROSE PARK IL | 173 | $16.0M | $601K |
| 10 | DELAFIELD CORPORATION DELAFIELD CORPORATION 401(K) PROFIT SHARING PLAN & TRUST | DUARTE CA | 105 | $10.3M | $472K |
