Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Principal Lifetime Hybrid 2015 Collective Investment Trust in their Schedule of Assets, totaling $3.7M 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 | PAR PETROLEUM LLC PAR PETROLEUM LLC SAVINGS PLAN | HOUSTON TX | 1,774 | $247.9M | $1.6M |
| 2 | ACCESS INTELLIGENCE LLC ACCESS INTELLIGENCE LLC 401(K) PLAN | ROCKVILLE MD | 183 | $35.2M | $1.1M |
| 3 | BRADFORD COMPANY BRADFORD COMPANY RETIREMENT SAVINGS PLAN |
HOLLAND MI |
| 416 |
| $57.0M |
| $827K |
| 4 | NCM ASSOCIATES, INC. NCM ASSOCIATES, INC. ESOP/401(K) PLAN | KANSAS CITY MO | 227 | $115.1M | $82K |
| 5 | ONWARD ENERGY MANAGEMENT, LLC ONWARD ENERGY 401(K) RETIREMENT SAVINGS PLAN | NEW YORK NY | 296 | $36.5M | $26K |
| 6 | ONWARD ENERGY MANAGEMENT, LLC ONWARD ENERGY 401(K) RETIREMENT SAVINGS PLAN | NEW YORK NY | 296 | $36.5M | $26K |
| 7 | ELEVATION SERVICES HOLDINGS II, LLC AEG MERIT HOLDING COMPANY 401(K) PLAN | NEW YORK NY | 619 | $52.0M | $8K |
| 8 | FORREST PAINT CO. FORREST PAINT CO. PROFIT SHARING AND EMPLOYEE SAVINGS PLAN | EUGENE OR | 91 | $12.1M | $5K |
| 9 | QC FINANCIAL SERVICES, INC. QC FINANCIAL SERVICES 401(K) RETIREMENT PLAN | LENEXA KS | 698 | $17.9M | $2K |
