Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Principal Life Time Hybrid 2040 CIT Z in their Schedule of Assets, totaling $4.8M 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 | ARCHEM AMERICA, INC. ARCHEM AMERICA, INC. 401(K) PLAN | UPPER SANDSKY OH | 526 | $26.1M | $2.0M |
| 2 | CANAL STREET BREWING CO. LLC DBA FOUNDERS BREWING COMPANY FOUNDERS BREWING COMPANY 401(K) PROFIT SHARING PLAN | GRAND RAPIDS MI | 472 | $38.1M | $1.8M |
| 3 | BERJE, INC. BERJE, INC. RETIREMENT PLAN |
CARTERET NJ |
| 173 |
| $29.2M |
| $980K |
