Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Principal LifeTime Hybrid Income CIT Collective investment trust in their Schedule of Assets, totaling $8.3M 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 | OLD NATIONAL BANCORP THE OLD NATIONAL BANCORP EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN | EVANSVILLE IN | 4,006 | $733.1M | $4.6M |
| 2 | CASEY'S GENERAL STORES INC. CASEY'S GENERAL STORES 401(K) PLAN | ANKENY IA | 36,804 | $514.4M | $3.2M |
| 3 | PAR PETROLEUM LLC PAR PETROLEUM LLC SAVINGS PLAN |
HOUSTON TX |
| 1,774 |
| $247.9M |
| $283K |
| 4 | VAN METER INC. VAN METER INC. 401(K) PLAN | CEDAR RAPIDS IA | 840 | $106.2M | $183K |
| 5 | MARMEN ENERGY CO. MARMEN ENERGY CO. 401(K) PLAN | BRANDON SD | 240 | $10.1M | $8K |
| 6 | REALTERM US, INC. REALTERM US, INC. 401(K) PLAN | ANNAPOLIS MD | 173 | $24.2M | $7K |
| 7 | BLUE STONE THERAPY, INC. BLUE STONE THERAPY 401(K) PLAN | URBANDALE IA | 796 | $7.7M | $2K |
