Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 19 U.S. retirement plans report holding Principal Global Investors Trust Co. Prin Lifetime Hybr Inc CIT Z in their Schedule of Assets, totaling $5.0M 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 | $1.1M |
| 2 | NORMAN INTERNATIONAL, INC. NORMAN INTERNATIONAL, INC. 401(K) PROFIT SHARING PLAN | SANTA FE SPRINGS CA | 203 | $22.9M | $1.0M |
| 3 | PRAIRIE MEADOWS RACETRACK & CASINO, INC. |
ALTOONA IA |
| 919 |
| $91.3M |
| $874K |
| 4 | COMMUNITY LOANS OF AMERICA, INC. COMMUNITY LOANS OF AMERICA GROUP 401(K) PLAN | ATLANTA GA | 901 | $11.7M | $422K |
| 5 | DELAFIELD CORPORATION DELAFIELD CORPORATION 401(K) PROFIT SHARING PLAN & TRUST | DUARTE CA | 105 | $10.3M | $412K |
| 6 | ROECHLING MEDICAL ROCHESTER, L.P. ROECHLING MEDICAL 401(K) PLAN | ROCHESTER NY | 462 | $25.1M | $383K |
| 7 | KREHER STEEL COMPANY, LLC KREHER STEEL 401(K) PLAN | MELROSE PARK IL | 173 | $16.0M | $158K |
| 8 | UNIFIED BUSINESS TECHNOLOGIES INC. UNIFIED BUSINESS TECHNOLOGIES INC. 401K PLAN | TROY MI | 236 | $8.1M | $111K |
| 9 | SECURITY STATE BANCSHARES, INC. SECURITY STATE BANCSHARES, INC. 401(K) PLAN | CHARLESTON MO | 171 | $17.0M | $105K |
| 10 | MEDI USA, LP MEDI USA, L.P. PROFIT SHARING 401(K) PLAN | WHITSETT NC | 311 | $23.1M | $76K |
