Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 382 retirement plans report an interest in this investment, totaling $86.2M in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 3 name variants: Prin Lifetime 2065 SEP Acct-z, Prin Lifetime 2065 SEP Acct, Prin Lifetime 2065 SEP Acct- Z. Counts combine all variants of the same investment.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | ENERCON SERVICES INC ENERCON SERVICES, INC. SAVINGS PLAN | KENNESAW GA | 1,415 | $212.9M | $5.2M |
| 2 | HERAEUS INCORPORATED HERAEUS INCORPORATED 401(K) RETIREMENT PLAN | YARDLEY PA | 1,929 | $318.9M | $2.9M |
| 3 | CHALLENGE MFG. HOLDINGS CHALLENGE MFG. COMPANY PROFIT SHARING AND RETIREMENT SAVINGS PLAN | WALKER MI | 2,860 | $90.9M | $2.8M |
| 4 | AMERIS BANCORP AMERIS BANCORP 401(K) PROFIT SHARING PLAN | ATLANTA GA | 2,689 | $294.8M | $2.4M |
| 5 | ELLIOTT ELECTRIC SUPPLY, INC. ELLIOTT ELECTRIC SUPPLY 401(K) PLAN | NACOGDOCHES TX | 2,707 | $117.0M | $2.2M |
| 6 | TRUE CAPITAL PARTNERS, LLC TRUE CAPITAL PARTNERS 401(K) PLAN | PHILADELPHIA PA | 549 | $49.2M | $1.9M |
| 7 | GREAT NORTHERN CORPORATION GREAT NORTHERN CORPORATION RETIREMENT SAVINGS PLAN | APPLETON WI | 1,366 | $340.9M | $1.9M |
| 8 | BUILDERTREND SOLUTIONS, INC. BUILDERTREND SOLUTIONS, INC. 401(K) PLAN | OMAHA NE | 805 | $51.9M | $1.7M |
| 9 | KORBER SUPPLY CHAIN US, INC. KORBER SUPPLY CHAIN US, INC. 401(K) SAVINGS PLAN | BLOOMINGTON MN | 539 | $75.6M | $1.7M |
| 10 | ICBD HOLDINGS, LLC ICBD HOLDINGS, LLC 401(K) PLAN | FT LAUDERDALE FL | 1,484 | $11.8M | $1.4M |
