Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 34 U.S. retirement plans report holding Principal Global Investors Trust Co. Prin Lifetime Hybr 2025 Cit Z in their Schedule of Assets, totaling $46.3M 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 | BARGE DESIGN SOLUTIONS, INC. BARGE DESIGN SOLUTIONS, INC. EMPLOYEES' PROFIT SHARING PLAN | NASHVILLE TN | 614 | $142.0M | $10.3M |
| 2 | THE PARTNERS GROUP, LTD THE PARTNERS GROUP, LLC 401(K) PROFIT SHARING PLAN | PORTLAND OR | 272 | $37.0M | $5.4M |
| 3 | WEBER MARKING SYSTEMS, INC. DBA WEBER PACKAGING SOLUTIONS, INC. |
ARLINGTON HEIGHTS IL |
| 202 |
| $25.5M |
| $4.3M |
| 4 | PRAIRIE MEADOWS RACETRACK & CASINO, INC. PRAIRIE MEADOWS RACETRACK & CASINO EMPLOYEE 401(K) SAVINGS PLAN | ALTOONA IA | 919 | $91.3M | $3.1M |
| 5 | ASPHALT SURFACE TECHNOLOGIES CORPORATION ASTECH CORP. EMPLOYEES SAVINGS TRUST | ST CLOUD MN | 32 | $15.1M | $2.2M |
| 6 | KREHER STEEL COMPANY, LLC KREHER STEEL 401(K) PLAN | MELROSE PARK IL | 173 | $16.0M | $1.8M |
| 7 | ROECHLING MEDICAL ROCHESTER, L.P. ROECHLING MEDICAL 401(K) PLAN | ROCHESTER NY | 462 | $25.1M | $1.7M |
| 8 | SOUTH OXFORD MANAGEMENT LLC SOUTH OXFORD MANAGEMENT LLC 401(K) PLAN | DALLAS TX | 433 | $19.3M | $1.6M |
| 9 | HARRISON LLP HARRISON LLP 401(K) AND PROFIT SHARING PLAN | CHICAGO IL | 183 | $41.7M | $1.6M |
| 10 | MILLER CASTINGS, INC. MILLER CASTINGS, INC. 401(K) PLAN | WHITTIER CA | 413 | $12.2M | $1.3M |
