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 2055 Cit Z in their Schedule of Assets, totaling $31.8M 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 | BARGE DESIGN SOLUTIONS, INC. BARGE DESIGN SOLUTIONS, INC. EMPLOYEES' PROFIT SHARING PLAN | NASHVILLE TN | 614 | $142.0M | $4.3M |
| 2 | ELECTRONIC TRANSACTION CONSULTANTS, LLC ELECTRONIC TRANSACTION CONSULTANTS 401(K) PROFIT SHARING PLAN | FRISCO TX | 238 | $39.8M | $3.1M |
| 3 | PRAIRIE MEADOWS RACETRACK & CASINO, INC. |
ALTOONA IA |
| 919 |
| $91.3M |
| $3.0M |
| 4 | HARRISON LLP HARRISON LLP 401(K) AND PROFIT SHARING PLAN | CHICAGO IL | 183 | $41.7M | $1.7M |
| 5 | COMMUNITY SERVICES FOR EVERY1, INC. COMMUNITY SERVICES FOR EVERY1, INC. 401(K) PROFIT SHARING PLAN | BUFFALO NY | 664 | $24.1M | $1.7M |
| 6 | ROECHLING MEDICAL ROCHESTER, L.P. ROECHLING MEDICAL 401(K) PLAN | ROCHESTER NY | 462 | $25.1M | $1.4M |
| 7 | MEDI USA, LP MEDI USA, L.P. PROFIT SHARING 401(K) PLAN | WHITSETT NC | 311 | $23.1M | $1.2M |
| 8 | INSTITUTE FOR COMMUNITY ALLIANCES EMPLOYEE BENEFIT PLAN OF INSTITUTE FOR COMMUNITY ALLIANCES | DES MOINES IA | 133 | $7.1M | $1.2M |
| 9 | ASPHALT SURFACE TECHNOLOGIES CORPORATION ASTECH CORP. EMPLOYEES SAVINGS TRUST | ST CLOUD MN | 32 | $15.1M | $1.1M |
| 10 | MILLER CASTINGS, INC. MILLER CASTINGS, INC. 401(K) PLAN | WHITTIER CA | 413 | $12.2M | $1.0M |
