Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 379 retirement plans report an interest in this investment, totaling $418.8M in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 4 name variants: Prin Lifetime 2025 SEP Acct-z, Prin Lifetime 2025 SEP Acct, Prin Lifetime 2025 SEP Acct Z, Prin Lifetime 2025 SEP Acct- Z. Counts combine all variants of the same investment.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | GOVCIO LLC GOVCIO LLC 401(K) PROFIT SHARING PLAN | WASHINGTON DC | 3,018 | $282.0M | $25.9M |
| 2 | AMERIS BANCORP AMERIS BANCORP 401(K) PROFIT SHARING PLAN | ATLANTA GA | 2,689 | $294.8M | $22.2M |
| 3 | HERAEUS INCORPORATED HERAEUS INCORPORATED 401(K) RETIREMENT PLAN | YARDLEY PA | 1,929 | $318.9M | $20.2M |
| 4 | NU SKIN ENTERPRISES, INC. RETIRE READY 401(K) PLAN | PROVO UT | 1,383 | $237.2M | $10.2M |
| 5 | HERR FOODS INC HERR FOODS INC. RETIREMENT PLAN | NOTTINGHAM PA | 1,822 | $157.4M | $9.9M |
| 6 | ELLIOTT ELECTRIC SUPPLY, INC. ELLIOTT ELECTRIC SUPPLY 401(K) PLAN | NACOGDOCHES TX | 2,707 | $117.0M | $8.0M |
| 7 | ENERCON SERVICES INC ENERCON SERVICES, INC. SAVINGS PLAN | KENNESAW GA | 1,415 | $212.9M | $7.8M |
| 8 | GREAT NORTHERN CORPORATION GREAT NORTHERN CORPORATION RETIREMENT SAVINGS PLAN | APPLETON WI | 1,366 | $340.9M | $7.5M |
| 9 | MULTIPLAN, INC. MULTIPLAN, INC. 401(K) PLAN | NAPERVILLE IL | 2,790 | $422.6M | $7.4M |
| 10 | CAREOREGON, INC. CAREOREGON, INC. 401(K) PLAN | PORTLAND OR | 1,582 | $187.9M | $7.0M |
