Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Principal Lifetime Hybrid 2035CIT Z Collective Trust in their Schedule of Assets, totaling $3.0M 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 | CREGGER COMPANY, INC. CREGGER CO., INC. 401(K) | IRMO SC | 949 | $53.6M | $3.0M |
