Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 494 retirement plans report an interest in this investment, totaling $399.0M in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 5 name variants: Prin Lifetime 2060 SEP Acct-z, Prin Lifetime 2060 SEP Acct, Prin Lifetime 2060 SEP Acct-, Prin Lifetime 2060 SEP Acct Z, Prin Lifetime 2060 SEP Acct- Z. Counts combine all variants of the same investment.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | RYAN COMPANIES US, INC. RYAN COMPANIES US, INC. RETIREMENT PLAN | MINNEAPOLIS MN | 1,520 | $324.0M | $24.8M |
| 2 | HIGH COMPANY LLC HIGH COMPANY LLC RETIREMENT SAVINGS PLAN | LANCASTER PA | 1,944 | $292.2M | $12.5M |
| 3 | SNF HOLDING COMPANY SNF HOLDING COMPANY 401(K) RETIREMENT PLAN | RICEBORO GA | 2,193 | $182.5M | $9.4M |
| 4 | BUILDERTREND SOLUTIONS, INC. BUILDERTREND SOLUTIONS, INC. 401(K) PLAN | OMAHA NE | 805 | $51.9M | $9.3M |
| 5 | HERAEUS INCORPORATED HERAEUS INCORPORATED 401(K) RETIREMENT PLAN | YARDLEY PA | 1,929 | $318.9M | $7.8M |
| 6 | ENERCON SERVICES INC ENERCON SERVICES, INC. SAVINGS PLAN | KENNESAW GA | 1,415 | $212.9M | $6.4M |
| 7 | WRIGHT SERVICE CORP. WRIGHT SERVICE CORP. 401(K) RETIREMENT PLAN | WEST DES MOINES IA | 2,591 | $71.8M | $6.0M |
| 8 | TRUE CAPITAL PARTNERS, LLC TRUE CAPITAL PARTNERS 401(K) PLAN | PHILADELPHIA PA | 549 | $49.2M | $5.9M |
| 9 | GREAT NORTHERN CORPORATION GREAT NORTHERN CORPORATION RETIREMENT SAVINGS PLAN | APPLETON WI | 1,366 | $340.9M | $5.7M |
| 10 | AMERIS BANCORP AMERIS BANCORP 401(K) PROFIT SHARING PLAN | ATLANTA GA | 2,689 | $294.8M | $5.7M |
