Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 473 retirement plans report an interest in this investment, totaling $364.1M in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 5 name variants: Prin Lifetime 2020 SEP Acct-z, Prin Lifetime 2020 SEP Acct, Prin Lifetime 2020 SEP Acct Z, Prin Lifetime 2020 SEP Acct -Z, Prin Lifetime 2020 SEP Acct- Z. Counts combine all variants of the same investment.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | HIGH COMPANY LLC HIGH COMPANY LLC RETIREMENT SAVINGS PLAN | LANCASTER PA | 1,944 | $292.2M | $12.0M |
| 2 | POPULAR, INC. POPULAR, INC. USA 401(K) SAVINGS & INVESTMENT PLAN | SAN JUAN PR | 970 | $170.4M | $8.9M |
| 3 | AMERIS BANCORP AMERIS BANCORP 401(K) PROFIT SHARING PLAN | ATLANTA GA | 2,689 | $294.8M | $8.8M |
| 4 | HERAEUS INCORPORATED HERAEUS INCORPORATED 401(K) RETIREMENT PLAN | YARDLEY PA | 1,929 | $318.9M | $8.6M |
| 5 | HERR FOODS INC HERR FOODS INC. RETIREMENT PLAN | NOTTINGHAM PA | 1,822 | $157.4M | $7.9M |
| 6 | PRIMED MANAGEMENT CONSULTING SERVICES, INC. PRIMED MANAGEMENT CONSULTING SERVICES, INC. 401(K) PLAN | SAN RAMON CA | 672 | $148.6M | $6.6M |
| 7 | MULTIPLAN, INC. MULTIPLAN, INC. 401(K) PLAN | NAPERVILLE IL | 2,790 | $422.6M | $6.3M |
| 8 | CAREOREGON, INC. CAREOREGON, INC. 401(K) PLAN | PORTLAND OR | 1,582 | $187.9M | $6.1M |
| 9 | RYAN COMPANIES US, INC. RYAN COMPANIES US, INC. RETIREMENT PLAN | MINNEAPOLIS MN | 1,520 | $324.0M | $6.1M |
| 10 | GOVCIO LLC GOVCIO LLC 401(K) PROFIT SHARING PLAN | WASHINGTON DC | 3,018 | $282.0M | $6.1M |
