Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Principal Life Time Hybrid Income CIT Z in their Schedule of Assets, totaling $660K 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 | BERJE, INC. BERJE, INC. RETIREMENT PLAN | CARTERET NJ | 173 | $29.2M | $576K |
| 2 | ARCHEM AMERICA, INC. ARCHEM AMERICA, INC. 401(K) PLAN | UPPER SANDSKY OH | 526 | $26.1M | $84K |
