Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 22 U.S. retirement plans report holding Principal Lifetime Hybrid 2065 Cit Z in their Schedule of Assets, totaling $5.7M 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 | SUNFLOWER BANK SUNFLOWER BANK, N.A. WEALTH SAVINGS PLAN | SALINA KS | 1,053 | $120.2M | $2.1M |
| 2 | TEMPERPACK TECHNOLOGIES INC. TEMPERPACK 401(K) PLAN | RICHMOND VA | 560 | $11.0M | $652K |
| 3 | HIGHLEVEL INC. HIGHLEVEL INC. 401(K) PLAN |
| 268 |
| $4.1M |
| $369K |
| 4 | 7G DISTRIBUTING, LLC 7G DISTRIBUTING, LLC 401(K) RETIREMENT PLAN | CEDAR RAPIDS IA | 200 | $30.5M | $324K |
| 5 | KEN VANCE CAR CITY, INC. ONE AUTOMOTIVE GROUP 401(K) PLAN | EAU CLAIRE WI | 196 | $9.4M | $294K |
| 6 | CHURCHILL OPCO HOLDING LLC CHURCHILL OPCO HOLDING LLC 401(K) PLAN | ROBBINSVILLE NJ | 697 | $9.2M | $223K |
| 7 | FRIEDMAN MANAGEMENT COMPANY FRIEDMAN MANAGEMENT COMPANY 401(K) PLAN | FARMINGTON HILLS MI | 438 | $15.4M | $220K |
| 8 | TOBA, INC. TOBA, INC. PROFIT SHARING RETIREMENT PLAN | GRAND ISLAND NE | 398 | $6.3M | $215K |
| 9 | BIESSE AMERICA, INC. BIESSE AMERICA, INC. 401K PROFIT SHARING PLAN | CHARLOTTE NC | 155 | $16.9M | $193K |
| 10 | KINGDOM CAUSES, INC. KINGDOM CAUSES 401(K) PLAN | LONG BEACH CA | 271 | $2.6M | $184K |
