Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 716 retirement plans report an interest in this investment, totaling $1.5B in reported end-of-year interest. Plans are ranked by reported interest.
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.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | PRINCIPAL FINANCIAL GROUP, INC. THE PRINCIPAL SELECT SAVINGS PLAN | DES MOINES IA | 12,662 | $4.6B | $130.8M |
| 2 | PRINCIPAL LIFE INSURANCE COMPANY RETIREMENT TARGET 2035 SEPARATE ACCOUNT | DES MOINES IA | — | $545.6M | $112.4M |
| 3 | PRINCIPAL LIFE INSURANCE COMPANY RETIREMENT TARGET 2030 SEPARATE ACCOUNT | DES MOINES IA | — | $542.9M | $111.4M |
| 4 | PRINCIPAL LIFE INSURANCE COMPANY RETIREMENT TARGET 2025 SEPARATE ACCOUNT | DES MOINES IA | — | $431.3M | $98.9M |
| 5 | PRINCIPAL LIFE INSURANCE COMPANY RETIREMENT TARGET 2040 SEPARATE ACCOUNT | DES MOINES IA | — | $457.6M | $57.3M |
| 6 | PRINCIPAL LIFE INSURANCE COMPANY RETIREMENT TARGET 2020 SEPARATE ACCOUNT | DES MOINES IA | — | $226.8M | $53.7M |
| 7 | PERFORMANCE CONTRACTING GROUP, INC. PERFORMANCE CONTRACTING GROUP, INC. ESOP/401(K) PLAN | LENEXA KS | 1,366 | $3.6B | $51.4M |
| 8 | RAYMOND JAMES FINANCIAL, INC. RAYMOND JAMES FINANCIAL, INC. 401(K) PLAN | ST PETERSBURG FL | 16,088 | $2.9B | $38.8M |
| 9 | PRINCIPAL LIFE INSURANCE COMPANY RETIREMENT TARGET 2045 SEPARATE ACCOUNT | DES MOINES IA | — | $375.8M | $25.9M |
| 10 | PRINCIPAL LIFE INSURANCE COMPANY RETIREMENT TARGET 2015 SEPARATE ACCOUNT | DES MOINES IA | — | $74.5M | $18.8M |
