Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 145 retirement plans report an interest in this investment, totaling $56.1M in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 2 name variants: Prin Lifetime 2020 SEP ACCT-R6, Prin Lifetime 2020 SEP Acct R6. Counts combine all variants of the same investment.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | WM N EVANS M D LTD DBA CHILDRENS HEART CENTER CHILDREN'S HEART CENTER 401(K) RETIREMENT PLAN | LAS VEGAS NV | 121 | $17.8M | $2.7M |
| 2 | ROSENTHAL & ROSENTHAL INC. ROSENTHAL & ROSENTHAL, INC. 401(K) PLAN | NEW YORK NY | 208 | $57.1M | $2.0M |
| 3 | TRAUB LIEBERMAN STRAUS & SHREWSBERRY LLP TRAUB LIEBERMAN STRAUS & SHREWSBERRY LLP 401(K) RETIREMENT PLAN | HAWTHORNE NY | 163 | $39.7M | $2.0M |
| 4 | SOUTHERN BENEFIT ADMINISTRATORS INC. SBAI PROFIT SHARING AND RETIREMENT PLAN | GOODLETTSVILLE TN | 205 | $25.4M | $2.0M |
| 5 | CHARLES SARGENT IRRIGATION, INC. THE SARGENT COMPANIES 401(K) PLAN | BROKEN BOW NE | 167 | $17.8M | $1.6M |
| 6 | ARIZONA CENTER FOR NATURE CONSERVATION THE ARIZONA CENTER FOR NATURE CONSERVATION 401(K) PLAN | PHOENIX AZ | 408 | $24.6M | $1.5M |
| 7 | TEXTILE MANAGEMENT ASSOCIATES, INC. TEXTILE MANAGEMENT ASSOCIATES, INC. 401(K) PLAN | DALTON GA | 1,538 | $36.7M | $1.4M |
| 8 | DNP IMAGINGCOMM AMERICA CORPORATION DNP GROUP 401(K) RETIREMENT SAVINGS PLAN | CONCORD NC | 535 | $62.4M | $1.3M |
| 9 | ELLIJAY TELEPHONE COMPANY ELLIJAY TELEPHONE COMPANY PROFIT SHARING PLAN | ELLIJAY GA | 155 | $48.2M | $1.3M |
| 10 | FIRST COUNTY BANK FIRST COUNTY BANK SAVINGS PLAN | STAMFORD CT | 189 | $39.7M | $1.3M |
