Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 139 retirement plans report an interest in this investment, totaling $740.7M in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 2 name variants: Prin LDI Intrm DUR SEP Acct-z, Prin LDI Intrm DUR SEP Acct. Counts combine all variants of the same investment.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | STO BUILDING GROUP INC. STRUCTURE-TONE, INC. PENSION PLAN | NEW YORK NY | 197 | $86.0M | $84.4M |
| 2 | NIPPON EXPRESS U.S.A., INC. NIPPON EXPRESS U.S.A. GROUP PENSION PLAN | WOOD DALE IL | 197 | $121.5M | $40.6M |
| 3 | PROSPECT CROZER, LLC CROZER-KEYSTONE HEALTH SYSTEM EMPLOYEES RETIREMENT PLAN | CHESTER PA | 1,021 | $147.9M | $36.2M |
| 4 | FOLEY & LARDNER LLP FOLEY & LARDNER LLP PENSION PLAN | MILWAUKEE WI | 54 | $44.8M | $33.3M |
| 5 | PETROLEUM HEAT AND POWER CO., INC. PETROLEUM HEAT AND POWER CO., INC. RETIREMENT PLAN | STAMFORD CT | 86 | $44.1M | $24.4M |
| 6 | COLUMBIA MEMORIAL HOSPITAL COLUMBIA MEMORIAL HOSPITAL RETIREMENT PLAN | ASTORIA OR | 37 | $50.4M | $22.1M |
| 7 | NATIONAL GUARDIAN LIFE INSURANCE COMPANY NATIONAL GUARDIAN LIFE INSURANCE COMPANY PENSION PLAN FOR EMPLOYEES | MADISON WI | 206 | $68.5M | $21.2M |
| 8 | APPLE BANK THE RETIREMENT PLAN OF APPLE BANK FOR SAVINGS | NEW YORK NY | 150 | $63.6M | $19.1M |
| 9 | GARNET HEALTH MEDICAL CENTER ORANGE REGIONAL MEDICAL CENTER EMPLOYEES' RETIREMENT PLAN | MIDDLETOWN NY | 56 | $80.5M | $18.9M |
| 10 | CONCENTRIC ROCKFORD INC. CONCENTRIC ROCKFORD INC. EMPLOYEES' PENSION PLAN | ROCKFORD IL | 44 | $30.0M | $18.0M |
