Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Principal Global Investors Trust Company PRIN LIFETIME HYBR 2015 CIT Z N/A 233 * Principal Global Investors Trust Company PRIN LIFETIME HYBR 2020 CIT Z N/A in their Schedule of Assets, totaling $1.0M 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 | INTERMOUNTAIN CLAIMS INC. INTERMOUNTAIN CLAIMS, INC. EMPLOYEES SAVINGS TRUST | POCATELLO ID | 111 | $10.4M | $1.0M |
