Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 47 retirement plans report an interest in this investment, totaling $40.5M in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 4 name variants: Prin Lifetime 2035 SEP Acct-z, Prin Lifetime 2035 SEP Acct, Prin Lifetime 2035 SEP Acct Z, Prin Lifetime 2035 SEP Acct- Z. Counts combine all variants of the same investment.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | L.N.K. INTERNATIONAL, INC. L.N.K. INTERNATIONAL, INC. RETIREMENT PLAN | HAUPPAUGE NY | 1,967 | $39.4M | $6.4M |
| 2 | TRUSTEES OF THE IBEW LOCAL UNION NO 271 NECA 401(K)RETIREMENT PLAN IBEW LOCAL UNION 271 NECA 401(K) RETIREMENT PLAN | WICHITA KS | 719 | $170.6M | $5.1M |
| 3 | AVANQUEST NORTH AMERICA LLC. AVANQUEST NORTH AMERICA LLC. RETIREMENT PLAN | PLEASANTON CA | 481 | $32.9M | $5.0M |
| 4 | SOUTHERN INNOVATIONS, LLC SOUTHERN INNOVATIONS, LLC 401(K) PROFIT SHARING PLAN | GRAPEVINE TX | 202 | $21.1M | $3.2M |
| 5 | DAVIN HEALTHCARE WORKFORCE SOLUTIONS, INC DAVIN HEALTHCARE WORKFORCE SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN | SARATOGA SPRINGS NY | 96 | $6.3M | $2.2M |
| 6 | BOYS & GIRLS CLUBS OF SAN FRANCISCO BOYS & GIRLS CLUBS OF SAN FRANCISCO RETIREMENT PLAN | SAN FRANCISCO CA | 190 | $15.3M | $1.7M |
| 7 | CENTURY FIRE PROTECTION, LLC CENTURY FIRE PROTECTION 401(K) PLAN | DULUTH GA | 961 | $21.0M | $1.3M |
| 8 | KNOWESIS, INC. KNOWESIS RETIREMENT PLAN | FAIRFAX VA | 161 | $16.4M | $1.2M |
| 9 | TEADS, INC. TEADS, INC. 401(K) PLAN | NEW YORK NY | 273 | $29.2M | $1.2M |
| 10 | CROSSNORE COMMUNITIES FOR CHILDREN, INC CROSSNORE SCHOOL AND CHILDREN'S HOME, INC. 401(K) PROFIT SHARING PLAN | CROSSNORE NC | 278 | $9.9M | $1.1M |
