Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Principal LifeTime Hybrid 2035 CIT Collective investment trust in their Schedule of Assets, totaling $40.8M 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 | OLD NATIONAL BANCORP THE OLD NATIONAL BANCORP EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN | EVANSVILLE IN | 4,006 | $733.1M | $28.4M |
| 2 | VAN METER INC. VAN METER INC. 401(K) PLAN | CEDAR RAPIDS IA | 840 | $106.2M | $9.5M |
| 3 | REALTERM US, INC. REALTERM US, INC. 401(K) PLAN |
ANNAPOLIS MD |
| 173 |
| $24.2M |
| $1.6M |
| 4 | MARMEN ENERGY CO. MARMEN ENERGY CO. 401(K) PLAN | BRANDON SD | 240 | $10.1M | $819K |
| 5 | EXCHANGE COMPANY EXCHANGE COMPANY 401(K) PLAN | KEARNEY NE | 174 | $16.9M | $391K |
| 6 | MARTIN CONTRACTING, INC. MARTIN CONTRACTING, INC. 401(K) PLAN | RICHMOND KY | 314 | $2.0M | $100K |
