Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Principal LifeTime Hybrid 2015 CIT Collective Investment Trust in their Schedule of Assets, totaling $4.1M 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 | OLD NATIONAL BANCORP THE OLD NATIONAL BANCORP EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN | EVANSVILLE IN | 4,006 | $733.1M | $2.5M |
| 2 | VAN METER INC. VAN METER INC. 401(K) PLAN | CEDAR RAPIDS IA | 840 | $106.2M | $1.4M |
| 3 | MARMEN ENERGY CO. MARMEN ENERGY CO. 401(K) PLAN |
BRANDON SD |
| 240 |
| $10.1M |
| $101K |
| 4 | EXCHANGE COMPANY EXCHANGE COMPANY 401(K) PLAN | KEARNEY NE | 174 | $16.9M | $98K |
