Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Principal Global Investors Trust Company Prin Lifetime Hybr 2040 Cit Z in their Schedule of Assets, totaling $16.1M 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 | M&M AUTOMOTIVE, INC. TEAM KARL MALONE 401(K) PLAN | DRAPER UT | 623 | $23.7M | $4.6M |
| 2 | LS TECHNOLOGIES, LLC LS TECHNOLOGIES RETIREMENT SAVINGS PLAN | WASHINGTON DC | 431 | $56.6M | $3.7M |
| 3 | MPS GROUP, INC. MPS GROUP 401(K) SAVINGS PLAN |
FARMINGTON HILLS MI |
| 839 |
| $25.6M |
| $1.9M |
| 4 | ILLINOIS CENTRAL SCHOOL BUS, LLC ILLINOIS CENTRAL COMPANIES 401(K) AND PROFIT SHARING PLAN | JOLIET IL | 3,236 | $10.8M | $1.4M |
| 5 | 777 PARTNERS LLC 777 PARTNERS LLC 401(K) PLAN | MIAMI FL | 859 | $21.1M | $1.4M |
| 6 | THE GRAHAM COMPANIES THE GRAHAM COMPANIES 401(K) PLAN | MIAMI LAKES FL | 305 | $23.2M | $1.4M |
| 7 | INDUSTRIAL GROUP INTERMEDIATE HOLDINGS, LLC INDUSTRIAL GROUP INTERMEDIATE HOLDINGS, LLC RETIREMENT SAVINGS PLAN | RYE NY | 110 | $10.8M | $879K |
| 8 | POSITIVE IMPACT HEALTH CENTERS, INC. POSITIVE IMPACT HEALTH CENTERS, INC. 401(K) PLAN | ATLANTA GA | 283 | $11.1M | $741K |
