Form 5500 Search

Prin Core Plus Bond SEP Acct-z

Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 720 retirement plans report an interest in this investment, totaling $1.5B in reported end-of-year interest. Plans are ranked by reported interest.

Plans holding
720
Reported interest (EOY)
$1.5B
Data source
DOL Form 5500 · Schedule D

Reported on Schedule D under 4 name variants: Prin Core Plus Bond SEP Acct-z, Prin Core Plus Bond SEP Acct, Prin Core Plus Bond SEP Acct Z, Prin Core Plus Bond SEP Acct - Z. Counts combine all variants of the same investment.

Plans holding Prin Core Plus Bond SEP Acct-zranked by reported interest

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#Sponsor / PlanLocationParticipantsPlan assets (EOY)Reported interest
1PRINCIPAL LIFE INSURANCE COMPANY
RETIREMENT TARGET 2035 SEPARATE ACCOUNT
DES MOINES
IA
$608.0M$132.1M
2PRINCIPAL FINANCIAL GROUP, INC.
THE PRINCIPAL SELECT SAVINGS PLAN
DES MOINES
IA
12,662$4.6B$130.8M
3PRINCIPAL LIFE INSURANCE COMPANY
RETIREMENT TARGET 2030 SEPARATE ACCOUNT
DES MOINES
IA
$579.5M$122.9M
4PRINCIPAL LIFE INSURANCE COMPANY
RETIREMENT TARGET 2025 SEPARATE ACCOUNT
DES MOINES
IA
$409.3M$96.1M
5PRINCIPAL LIFE INSURANCE COMPANY
RETIREMENT TARGET 2040 SEPARATE ACCOUNT
DES MOINES
IA
$520.4M$73.3M
6PRINCIPAL LIFE INSURANCE COMPANY
RETIREMENT TARGET 2020 SEPARATE ACCOUNT
DES MOINES
IA
$214.7M$52.6M
7PERFORMANCE CONTRACTING GROUP, INC.
PERFORMANCE CONTRACTING GROUP, INC. ESOP/401(K) PLAN
LENEXA
KS
1,366$3.6B$51.4M
8RAYMOND JAMES FINANCIAL, INC.
RAYMOND JAMES FINANCIAL, INC. 401(K) PLAN
ST PETERSBURG
FL
16,592$3.3B$43.7M
9PRINCIPAL LIFE INSURANCE COMPANY
RETIREMENT TARGET 2045 SEPARATE ACCOUNT
DES MOINES
IA
$439.7M$34.8M
10SUNBELT RENTALS, INC.
SUNBELT RENTALS, INC. RETIREMENT SAVINGS PLAN
FORT MILL
SC
18,710$1.2B$18.5M
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Plans holding Prin Core Plus Bond SEP Acct-z — Form 5500