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 2060 Cit Z in their Schedule of Assets, totaling $19.2M 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 | ELECTRONIC TRANSACTION CONSULTANTS, LLC ELECTRONIC TRANSACTION CONSULTANTS 401(K) PROFIT SHARING PLAN | FRISCO TX | 238 | $39.8M | $3.0M |
| 2 | BARGE DESIGN SOLUTIONS, INC. BARGE DESIGN SOLUTIONS, INC. EMPLOYEES' PROFIT SHARING PLAN | NASHVILLE TN | 614 | $142.0M | $2.4M |
| 3 | PRAIRIE MEADOWS RACETRACK & CASINO, INC. |
ALTOONA IA |
| 919 |
| $91.3M |
| $1.9M |
| 4 | ASPHALT SURFACE TECHNOLOGIES CORPORATION ASTECH CORP. EMPLOYEES SAVINGS TRUST | ST CLOUD MN | 32 | $15.1M | $1.5M |
| 5 | COMMUNITY SERVICES FOR EVERY1, INC. COMMUNITY SERVICES FOR EVERY1, INC. 401(K) PROFIT SHARING PLAN | BUFFALO NY | 664 | $24.1M | $1.4M |
| 6 | THE PARTNERS GROUP, LTD THE PARTNERS GROUP, LLC 401(K) PROFIT SHARING PLAN | PORTLAND OR | 272 | $37.0M | $1.3M |
| 7 | OSBORN & BARR COMMUNICATIONS, INC. OSBORN & BARR COMMUNICATIONS EMPLOYEE SAVINGS PLAN | CREVE COEUR MO | 47 | $12.6M | $554K |
| 8 | BCS, LLC BCS, LLC 401(K) PROFIT SHARING PLAN | WASHINGTON DC | 226 | $11.9M | $540K |
| 9 | SOUTH OXFORD MANAGEMENT LLC SOUTH OXFORD MANAGEMENT LLC 401(K) PLAN | DALLAS TX | 433 | $19.3M | $527K |
| 10 | CLEARWATER SOLUTIONS, LLC CLEARWATER SOLUTIONS, LLC 401(K) PLAN | GREENVILLE SC | 416 | $7.2M | $459K |
