Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 235 retirement plans report an interest in this investment, totaling $87.4M in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 3 name variants: Prin Intl Smallcap SEP Acct-z, Prin Intl Smallcap SEP Acct, Prin Intl Smallcap SEP Acct - Z. Counts combine all variants of the same investment.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | NU SKIN ENTERPRISES, INC. RETIRE READY 401(K) PLAN | PROVO UT | 1,383 | $237.2M | $5.1M |
| 2 | PROASSURANCE GROUP SAVINGS AND RETIREMENT PLAN PROASSURANCE GROUP SAVINGS AND RETIREMENT PLAN | — | 1,037 | $370.6M | $5.0M |
| 3 | PRINCIPAL LIFE INSURANCE COMPANY RETIREMENT TARGET 2035 SEPARATE ACCOUNT | DES MOINES IA | — | $545.6M | $4.2M |
| 4 | PRINCIPAL LIFE INSURANCE COMPANY RETIREMENT TARGET 2040 SEPARATE ACCOUNT | DES MOINES IA | — | $457.6M | $4.0M |
| 5 | GARFF ENTERPRISES, INC. GARFF COMPANIES 401(K) RETIREMENT SAVINGS PLAN | SALT LAKE CITY UT | 5,686 | $213.3M | $4.0M |
| 6 | PRINCIPAL LIFE INSURANCE COMPANY RETIREMENT TARGET 2045 SEPARATE ACCOUNT | DES MOINES IA | — | $375.8M | $3.7M |
| 7 | PRINCIPAL LIFE INSURANCE COMPANY RETIREMENT TARGET 2030 SEPARATE ACCOUNT | DES MOINES IA | — | $542.9M | $3.4M |
| 8 | PRINCIPAL LIFE INSURANCE COMPANY RETIREMENT TARGET 2050 SEPARATE ACCOUNT | DES MOINES IA | — | $309.3M | $3.3M |
| 9 | MICHIGAN FARM BUREAU FARM BUREAU EMPLOYEES' 401(K) PLAN | LANSING MI | 1,156 | $230.6M | $2.6M |
| 10 | KAWASAKI MOTORS MANUFACTURING CORP., U.S.A. KAWASAKI MOTORS MANUFACTURING CORP., U.S.A. 401(K) SAVINGS PLAN | LINCOLN NE | 3,262 | $267.5M | $2.6M |
