Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 425 retirement plans report an interest in this investment, totaling $1.2B in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 6 name variants: Prin Lifetime 2030 SEP Acct-z, Prin Lifetime 2030 SEP Acct Z, Prin Lifetime 2030 SEP Acct, Prin Lifetime 2030 SEP Acct- Z, Prin Lifetime 2030 Sep-acct-z, Prin Lifetime 2030 SEP Acct-. 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 | $42.1M |
| 2 | GREAT NORTHERN CORPORATION GREAT NORTHERN CORPORATION RETIREMENT SAVINGS PLAN | APPLETON WI | 1,366 | $340.9M | $38.0M |
| 3 | RYAN COMPANIES US, INC. RYAN COMPANIES US, INC. RETIREMENT PLAN | MINNEAPOLIS MN | 1,520 | $324.0M | $34.3M |
| 4 | AMERIS BANCORP AMERIS BANCORP 401(K) PROFIT SHARING PLAN | ATLANTA GA | 2,689 | $294.8M | $28.9M |
| 5 | GOVCIO LLC GOVCIO LLC 401(K) PROFIT SHARING PLAN | WASHINGTON DC | 3,018 | $282.0M | $26.9M |
| 6 | HERAEUS INCORPORATED HERAEUS INCORPORATED 401(K) RETIREMENT PLAN | YARDLEY PA | 1,929 | $318.9M | $24.6M |
| 7 | MULTIPLAN, INC. MULTIPLAN, INC. 401(K) PLAN | NAPERVILLE IL | 2,790 | $422.6M | $22.8M |
| 8 | CAREOREGON, INC. CAREOREGON, INC. 401(K) PLAN | PORTLAND OR | 1,582 | $187.9M | $21.5M |
| 9 | SNF HOLDING COMPANY SNF HOLDING COMPANY 401(K) RETIREMENT PLAN | RICEBORO GA | 2,193 | $182.5M | $20.2M |
| 10 | PRIMED MANAGEMENT CONSULTING SERVICES, INC. PRIMED MANAGEMENT CONSULTING SERVICES, INC. 401(K) PLAN | SAN RAMON CA | 672 | $148.6M | $19.5M |
