Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 35 U.S. retirement plans report holding Principal Global Investors Trust Co. Prin Lifetime Hybr 2050 Cit Z in their Schedule of Assets, totaling $44.7M 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 | $7.4M |
| 2 | BARGE DESIGN SOLUTIONS, INC. BARGE DESIGN SOLUTIONS, INC. EMPLOYEES' PROFIT SHARING PLAN | NASHVILLE TN | 614 | $142.0M | $5.8M |
| 3 | COMMUNITY SERVICES FOR EVERY1, INC. |
BUFFALO NY |
| 664 |
| $24.1M |
| $3.3M |
| 4 | THE PARTNERS GROUP, LTD THE PARTNERS GROUP, LLC 401(K) PROFIT SHARING PLAN | PORTLAND OR | 272 | $37.0M | $3.2M |
| 5 | BLOCK IMAGING PARTS AND SERVICE, LLC BLOCK IMAGING PARTS AND SERVICE 401(K) PROFIT SHARING PLAN | HOLT MI | 354 | $23.2M | $2.7M |
| 6 | SOUTH OXFORD MANAGEMENT LLC SOUTH OXFORD MANAGEMENT LLC 401(K) PLAN | DALLAS TX | 433 | $19.3M | $2.2M |
| 7 | BCS, LLC BCS, LLC 401(K) PROFIT SHARING PLAN | WASHINGTON DC | 226 | $11.9M | $1.6M |
| 8 | ROECHLING MEDICAL ROCHESTER, L.P. ROECHLING MEDICAL 401(K) PLAN | ROCHESTER NY | 462 | $25.1M | $1.5M |
| 9 | ASPHALT SURFACE TECHNOLOGIES CORPORATION ASTECH CORP. EMPLOYEES SAVINGS TRUST | ST CLOUD MN | 32 | $15.1M | $1.4M |
| 10 | ELECTRONIC TRANSACTION CONSULTANTS, LLC ELECTRONIC TRANSACTION CONSULTANTS 401(K) PROFIT SHARING PLAN | FRISCO TX | 238 | $39.8M | $1.3M |
