Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Principal Life Insurance Company Hybrid 2060 CIT in their Schedule of Assets, totaling $893K 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 | KINZLER CONSTRUCTION SERVICES, INC. KINZLER CONSTRUCTION SERVICES, INC. 401(K) PLAN | ANKENY IA | 298 | $10.6M | $848K |
| 2 | BURWELL ENTERPRISES, LLC BURWELL ENTERPRISES, LLC 401(K) PLAN | MINNETONKA MN | 212 | $10.4M | $45K |
