Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 74 retirement plans report an interest in this investment, totaling $18.5M in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 2 name variants: Prin High Income SEP Acct-z, Prin High Income SEP Acct. Counts combine all variants of the same investment.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | CAMPUS USA CREDIT UNION CAMPUS USA CREDIT UNION RETIREMENT PLAN | GAINESVILLE FL | 345 | $59.2M | $8.2M |
| 2 | IOWA FARM BUREAU FEDERATION FARM BUREAU RETIREMENT PLAN | WEST DES MOINES IA | 128 | $49.6M | $1.5M |
| 3 | GOLDEN TOUCH IMPORTS, INC. GOLDEN TOUCH IMPORTS, INC. PROFIT SHARING PLAN | NEW YORK NY | 324 | $42.3M | $1.1M |
| 4 | LOU FUSZ AUTOMOTIVE NETWORK, INC. LOU FUSZ AUTOMOTIVE NETWORK RETIREMENT SAVINGS PLAN | EARTH CITY MO | 1,085 | $85.5M | $808K |
| 5 | RATP DEV USA, INC. DURHAM RETIREMENT PLAN | FORT WORTH TX | 196 | $18.5M | $527K |
| 6 | RATP DEV USA, INC. DURHAM RETIREMENT PLAN | FORT WORTH TX | 196 | $18.5M | $527K |
| 7 | ASBURY COMMUNITIES, INC. ASBURY COMMUNITIES, INC. 401(K) RETIREMENT SAVINGS PLAN | FREDERICK MD | 2,150 | $92.0M | $481K |
| 8 | PONTIAC BANCORP, INC. PONTIAC BANCORP, INC. PENSION PLAN | PONTIAC IL | 106 | $13.4M | $418K |
| 9 | RIVERTON MOTOR COMPANY DBA RIVERTON CHEVROLET RIVERTON MOTOR COMPANY 401(K) PROFIT SHARING PLAN | SOUTH JORDAN UT | 111 | $10.8M | $399K |
| 10 | WEILER ENGINEERING, INC. WEILER ENGINEERING, INC. 401(K) PLAN | ELGIN IL | 76 | $36.1M | $354K |
