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 2035 Cit Z in their Schedule of Assets, totaling $54.9M 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 | $7.7M |
| 2 | PRAIRIE MEADOWS RACETRACK & CASINO, INC. PRAIRIE MEADOWS RACETRACK & CASINO EMPLOYEE 401(K) SAVINGS PLAN | ALTOONA IA | 919 | $91.3M | $5.4M |
| 3 | DOUG SMITH AUTOPLEX, INC. |
AMERICAN FORK UT |
| 218 |
| $18.5M |
| $4.5M |
| 4 | HARRISON LLP HARRISON LLP 401(K) AND PROFIT SHARING PLAN | CHICAGO IL | 183 | $41.7M | $3.7M |
| 5 | MEDI USA, LP MEDI USA, L.P. PROFIT SHARING 401(K) PLAN | WHITSETT NC | 311 | $23.1M | $3.1M |
| 6 | THE PARTNERS GROUP, LTD THE PARTNERS GROUP, LLC 401(K) PROFIT SHARING PLAN | PORTLAND OR | 272 | $37.0M | $2.9M |
| 7 | COMMUNITY SERVICES FOR EVERY1, INC. COMMUNITY SERVICES FOR EVERY1, INC. 401(K) PROFIT SHARING PLAN | BUFFALO NY | 664 | $24.1M | $2.8M |
| 8 | WEBER MARKING SYSTEMS, INC. DBA WEBER PACKAGING SOLUTIONS, INC. WEBER PACKAGING SOLUTIONS EMPLOYEES' RETIREMENT PLAN AND TRUST | ARLINGTON HEIGHTS IL | 202 | $25.5M | $2.4M |
| 9 | KREHER STEEL COMPANY, LLC KREHER STEEL 401(K) PLAN | MELROSE PARK IL | 173 | $16.0M | $2.0M |
| 10 | STRATEGIC TECHNOLOGY INSTITUTE, INC. STRATEGIC TECHNOLOGY INSTITUTE, INC. RETIREMENT PLAN | ROCKVILLE MD | 771 | $12.2M | $1.6M |
