Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 16 U.S. retirement plans report holding Principal Lifetime Hybrid 2050 Collective Investment Trust in their Schedule of Assets, totaling $248.6M 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 | BOARD OF TRUSTEES, INTERNATIONAL BROTHERHOOD OF INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS DISTRICT NO. 9 PENSION PLAN | PORTLAND OR | 31,265 | $2.5B | $167.6M |
| 2 | AMERICAN CIVIL LIBERTIES UNION, INC. ACLU DEFINED CONTRIBUTION PLAN | NEW YORK NY | 1,940 | $241.7M | $40.9M |
| 3 | PAR PETROLEUM LLC |
HOUSTON TX |
| 1,774 |
| $247.9M |
| $15.2M |
| 4 | EQUIPMENTSHARE.COM, INC. EQUIPMENTSHARE'S RETIREMENT SAVINGS PLAN | COLUMBIA MO | 5,272 | $80.3M | $11.4M |
| 5 | BRADFORD COMPANY BRADFORD COMPANY RETIREMENT SAVINGS PLAN | HOLLAND MI | 416 | $57.0M | $3.0M |
| 6 | ONWARD ENERGY MANAGEMENT, LLC ONWARD ENERGY 401(K) RETIREMENT SAVINGS PLAN | NEW YORK NY | 296 | $36.5M | $2.2M |
| 7 | ONWARD ENERGY MANAGEMENT, LLC ONWARD ENERGY 401(K) RETIREMENT SAVINGS PLAN | NEW YORK NY | 296 | $36.5M | $2.2M |
| 8 | ACCESS INTELLIGENCE LLC ACCESS INTELLIGENCE LLC 401(K) PLAN | ROCKVILLE MD | 183 | $35.2M | $2.1M |
| 9 | H2O.AI, INC. H2O.AI, INC. 401(K) PLAN | MOUNTAIN VIEW CA | 57 | $10.1M | $1.1M |
| 10 | R & R EXPRESS HOLDCO, INC R AND R EXPRESS INC 401(K) PROFIT SHARING PLAN AND TRUST | PITTSBURGH PA | 496 | $8.0M | $925K |
