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 2065 Cit Z in their Schedule of Assets, totaling $10.8M 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 | ELECTRONIC TRANSACTION CONSULTANTS, LLC ELECTRONIC TRANSACTION CONSULTANTS 401(K) PROFIT SHARING PLAN | FRISCO TX | 238 | $39.8M | $4.6M |
| 2 | PRAIRIE MEADOWS RACETRACK & CASINO, INC. PRAIRIE MEADOWS RACETRACK & CASINO EMPLOYEE 401(K) SAVINGS PLAN | ALTOONA IA | 919 | $91.3M | $888K |
| 3 | COMMUNITY SERVICES FOR EVERY1, INC. |
BUFFALO NY |
| 664 |
| $24.1M |
| $668K |
| 4 | ASPHALT SURFACE TECHNOLOGIES CORPORATION ASTECH CORP. EMPLOYEES SAVINGS TRUST | ST CLOUD MN | 32 | $15.1M | $587K |
| 5 | STRATEGIC TECHNOLOGY INSTITUTE, INC. STRATEGIC TECHNOLOGY INSTITUTE, INC. RETIREMENT PLAN | ROCKVILLE MD | 771 | $12.2M | $399K |
| 6 | DOUG SMITH AUTOPLEX, INC. DOUG SMITH AUTOPLEX, INC. 401(K) RETIREMENT SAVINGS PLAN | AMERICAN FORK UT | 218 | $18.5M | $336K |
| 7 | NORMAN INTERNATIONAL, INC. NORMAN INTERNATIONAL, INC. 401(K) PROFIT SHARING PLAN | SANTA FE SPRINGS CA | 203 | $22.9M | $326K |
| 8 | THE PARTNERS GROUP, LTD THE PARTNERS GROUP, LLC 401(K) PROFIT SHARING PLAN | PORTLAND OR | 272 | $37.0M | $296K |
| 9 | BCS, LLC BCS, LLC 401(K) PROFIT SHARING PLAN | WASHINGTON DC | 226 | $11.9M | $290K |
| 10 | COMMUNITY LOANS OF AMERICA, INC. COMMUNITY LOANS OF AMERICA GROUP 401(K) PLAN | ATLANTA GA | 901 | $11.7M | $234K |
