Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 390 retirement plans report an interest in this investment, totaling $387.8M in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 4 name variants: Prin Lifetime 2055 SEP Acct-z, Prin Lifetime 2055 SEP Acct, Prin Lifetime 2055 SEP Acct Z, Prin Lifetime 2055 SEP Acct- Z. Counts combine all variants of the same investment.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | HERAEUS INCORPORATED HERAEUS INCORPORATED 401(K) RETIREMENT PLAN | YARDLEY PA | 1,929 | $318.9M | $11.9M |
| 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 | $11.8M |
| 3 | ENERCON SERVICES INC ENERCON SERVICES, INC. SAVINGS PLAN | KENNESAW GA | 1,415 | $212.9M | $9.7M |
| 4 | AMERIS BANCORP AMERIS BANCORP 401(K) PROFIT SHARING PLAN | ATLANTA GA | 2,689 | $294.8M | $9.5M |
| 5 | GOVCIO LLC GOVCIO LLC 401(K) PROFIT SHARING PLAN | WASHINGTON DC | 3,018 | $282.0M | $9.0M |
| 6 | BUILDERTREND SOLUTIONS, INC. BUILDERTREND SOLUTIONS, INC. 401(K) PLAN | OMAHA NE | 805 | $51.9M | $9.0M |
| 7 | CAREOREGON, INC. CAREOREGON, INC. 401(K) PLAN | PORTLAND OR | 1,582 | $187.9M | $8.6M |
| 8 | CHALLENGE MFG. HOLDINGS CHALLENGE MFG. COMPANY PROFIT SHARING AND RETIREMENT SAVINGS PLAN | WALKER MI | 2,860 | $90.9M | $7.3M |
| 9 | ENTERPRISE COMMUNITY PARTNERS INC ENTERPRISE EMPLOYEES' PENSION AND 401(K) PLAN | COLUMBIA MD | 1,137 | $215.3M | $7.2M |
| 10 | MULTIPLAN, INC. MULTIPLAN, INC. 401(K) PLAN | NAPERVILLE IL | 2,790 | $422.6M | $7.2M |
