Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 33 U.S. retirement plans report holding Principal Global Investors Trust Co. Prin Lifetime Hybr 2040 Cit Z in their Schedule of Assets, totaling $54.8M 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 | $13.3M |
| 2 | BARGE DESIGN SOLUTIONS, INC. BARGE DESIGN SOLUTIONS, INC. EMPLOYEES' PROFIT SHARING PLAN | NASHVILLE TN | 614 | $142.0M | $5.5M |
| 3 | THE PARTNERS GROUP, LTD |
PORTLAND OR |
| 272 |
| $37.0M |
| $4.2M |
| 4 | NOVUS MEDIA LLC NOVUS MEDIA RETIREMENT SAVINGS PLAN | BLOOMINGTON MN | 60 | $13.3M | $4.1M |
| 5 | KREHER STEEL COMPANY, LLC KREHER STEEL 401(K) PLAN | MELROSE PARK IL | 173 | $16.0M | $2.3M |
| 6 | BCS, LLC BCS, LLC 401(K) PROFIT SHARING PLAN | WASHINGTON DC | 226 | $11.9M | $2.0M |
| 7 | COMMUNITY SERVICES FOR EVERY1, INC. COMMUNITY SERVICES FOR EVERY1, INC. 401(K) PROFIT SHARING PLAN | BUFFALO NY | 664 | $24.1M | $2.0M |
| 8 | STRATEGIC TECHNOLOGY INSTITUTE, INC. STRATEGIC TECHNOLOGY INSTITUTE, INC. RETIREMENT PLAN | ROCKVILLE MD | 771 | $12.2M | $1.6M |
| 9 | SOUTH OXFORD MANAGEMENT LLC SOUTH OXFORD MANAGEMENT LLC 401(K) PLAN | DALLAS TX | 433 | $19.3M | $1.6M |
| 10 | DOUG SMITH AUTOPLEX, INC. DOUG SMITH AUTOPLEX, INC. 401(K) RETIREMENT SAVINGS PLAN | AMERICAN FORK UT | 218 | $18.5M | $1.6M |
