Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 557 retirement plans report an interest in this investment, totaling $669.5M in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 5 name variants: Prin Core FIX SEP Acct-z, Prin Core FIX SEP Acct Z, Prin Core FIX SEP Acct - Z, Prin Core FIX SEP Acct -Z, Prin Core FIX SEP Acct_z. Counts combine all variants of the same investment.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | ACRISURE, LLC ACRISURE 401(K) SAVINGS PLAN | GRAND RAPIDS MI | 12,249 | $1.1B | $142.6M |
| 2 | FARMERS MUTUAL INSURANCE CO. OF NE FARMERS MUTUAL INSURANCE COMPANY OF NEBRASKA EMPLOYEE RETIREMENT PLAN | LINCOLN NE | 310 | $100.5M | $28.2M |
| 3 | LACKS ENTERPRISES, INC. LACKS ENTERPRISES, INC. RETIREMENT SAVINGS AND PROFIT SHARING PLAN | GRAND RAPIDS MI | 2,238 | $240.6M | $16.2M |
| 4 | INTL LONGSHORE & WAREHOUSE UNION PENSION PLAN FOR OFFICERS & PROFESSIONAL STAFF OF INTL LONGSHORE & WAREHOUSE UNION | SAN FRANCISCO CA | 45 | $36.5M | $15.4M |
| 5 | SANFORD SANFORD RETIREMENT SAVINGS PLAN | FARGO ND | 33,144 | $3.6B | $15.2M |
| 6 | STARKEY LABORATORIES, INC. STARKEY LABORATORIES, INC. EMPLOYEE RETIREMENT PLAN | EDEN PRAIRIE MN | 1,473 | $301.1M | $14.0M |
| 7 | TRUSTEES OF PAINTERS LOCAL UNION 802 PAINTERS LOCAL UNION 802 RETIREMENT PLAN | FITCHBURG WI | 489 | $81.2M | $10.9M |
| 8 | GEORGIA FARM BUREAU INC GEORGIA FARM BUREAU COMPANIES EMPLOYEE SAVINGS PLAN | MACON GA | 1,176 | $226.5M | $10.1M |
| 9 | NORCO, INC. NORCO, INC. 401(K) SAVINGS PLAN | BOISE ID | 1,400 | $100.2M | $9.8M |
| 10 | BROOK & WHITTLE LIMITED BROOK & WHITTLE LIMITED SECTION 401(K) PROFIT SHARING PLAN | GUILFORD CT | 1,795 | $91.9M | $8.5M |
