Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 58 retirement plans report an interest in this investment, totaling $212.9M in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 2 name variants: Prin LDI EXT DUR SEP Acct-z, Prin LDI EXT DUR SEP Acct. Counts combine all variants of the same investment.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | PROSPECT CROZER, LLC CROZER-KEYSTONE HEALTH SYSTEM EMPLOYEES RETIREMENT PLAN | CHESTER PA | 1,021 | $147.9M | $98.3M |
| 2 | PHILADELPHIA CORPORATION FOR AGING PHILADELPHIA CORPORATION FOR AGING PENSION PLAN | PHILADELPHIA PA | 300 | $56.4M | $20.1M |
| 3 | PROSPECT ECHN, INC. EASTERN CONNECTICUT HEALTH NETWORK, INC. PENSION PLAN | MANCHESTER CT | 304 | $74.2M | $14.9M |
| 4 | KNOXVILLE TVA EES CREDIT UNION KNOXVILLE TVA EMPLOYEES CREDIT UNION DEFINED BENEFIT PLAN | KNOXVILLE TN | 305 | $41.3M | $6.7M |
| 5 | SIRVA INC. SIRVA EMPLOYEES RETIREMENT PLAN | OAKBROOK TERRACE IL | 138 | $87.2M | $6.7M |
| 6 | NAVY MUTUAL AID ASSOCIATION NAVY MUTUAL AID ASSOCIATION EMPLOYEES' RETIREMENT PLAN | ARLINGTON VA | 37 | $30.1M | $6.4M |
| 7 | COMMONWEALTH FEDERAL CREDIT UNION DBA COMMONWEALTH CREDIT UNION COMMONWEALTH CREDIT UNION PENSION PLAN | FRANKFORT KY | 130 | $59.0M | $5.2M |
| 8 | PATRIOT FEDERAL CREDIT UNION PATRIOT FEDERAL CREDIT UNION RETIREMENT PENSION PLAN | CHAMBERSBURG PA | 90 | $51.2M | $5.1M |
| 9 | MUTUAL BENEFIT INSURANCE COMPANY MUTUAL BENEFIT INSURANCE COMPANY RETIREMENT PLAN | HUNTINGDON PA | 53 | $29.9M | $4.5M |
| 10 | SW GENERAL, INC., DBA SOUTHWEST AMBULANCE SOUTHWEST AMBULANCE PENSION PLAN | GREENWOOD VILLAGE CO | 184 | $24.1M | $4.1M |
