Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 21 U.S. retirement plans report holding Principal Lifetime Hybrid 2025 Cit Z in their Schedule of Assets, totaling $17.3M 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 | SUNFLOWER BANK SUNFLOWER BANK, N.A. WEALTH SAVINGS PLAN | SALINA KS | 1,053 | $120.2M | $7.8M |
| 2 | FRIEDMAN MANAGEMENT COMPANY FRIEDMAN MANAGEMENT COMPANY 401(K) PLAN | FARMINGTON HILLS MI | 438 | $15.4M | $1.6M |
| 3 | RDR, INC. RDR, INC. 401(K) PROFIT SHARING PLAN |
CHANTILLY VA |
| 152 |
| $23.2M |
| $1.4M |
| 4 | COVEY EQUITY HOLDINGS, LLC COVEY EQUITY HOLDINGS, LLC 401(K) PLAN | COLUMBUS GA | 543 | $16.9M | $1.4M |
| 5 | HERITAGE BANK, INC. HERITAGE BANK, INC. 401(K) PLAN | BURLINGTON KY | 231 | $19.4M | $687K |
| 6 | LEGACY HEALTHCARE SERVICES, INC. LEGACY HEALTHCARE SERVICES, INC. 401(K) PLAN | RALEIGH NC | 2,454 | $38.9M | $669K |
| 7 | THE KENJYA-TRUSANT GROUP, LLC THE KENJYA-TRUSANT GROUP, LLC 401(K) PLAN | COLUMBIA MD | 69 | $14.8M | $528K |
| 8 | MILE HI CORPORATE SERVICES, LLC MILE HI CORPORATE SERVICES, LLC 401(K) PLAN | DENVER CO | 290 | $22.6M | $521K |
| 9 | CHURCHILL OPCO HOLDING LLC CHURCHILL OPCO HOLDING LLC 401(K) PLAN | ROBBINSVILLE NJ | 697 | $9.2M | $513K |
| 10 | TOBA, INC. TOBA, INC. PROFIT SHARING RETIREMENT PLAN | GRAND ISLAND NE | 398 | $6.3M | $447K |
