Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 29 retirement plans report an interest in this investment, totaling $523K in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 3 name variants: Prin Lifetime 2070 SEP Acct-z, Prin Lifetime 2070 SEP Acct Sa-z, Prin Lifetime 2070 SEP Acct. Counts combine all variants of the same investment.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | SIERRA NATIONAL CONSTRUCTION, INC. SIERRA NATIONAL CONSTRUCTION, INC. 401K PW PLAN | CARMICHAEL CA | 83 | $11.1M | $163K |
| 2 | CENTURY FIRE PROTECTION, LLC CENTURY FIRE PROTECTION 401(K) PLAN | DULUTH GA | 961 | $21.0M | $78K |
| 3 | OAK ELECTRIC SERVICE INC OAK ELECTRIC SERVICE INC EMPLOYEES 401(K) PROFIT SHARING PLAN | WATERFORD MI | 211 | $5.3M | $59K |
| 4 | GENERAL COATINGS CORPORATION GENERAL COATINGS CORP 401(K) PLAN | CARLSBAD CA | 164 | $4.2M | $41K |
| 5 | THERMAL OPERATING COMPANY LLC THERMAL CLUB 401 K PLAN | TORRANCE CA | 144 | $4.6M | $27K |
| 6 | THE RECREATIONAL GROUP LLC THE RECREATIONAL GROUP, LLC 401(K) RETIREMENT PLAN | DALTON GA | 704 | $16.6M | $23K |
| 7 | W.E. GUNDY & ASSOCIATES, INC. WEGAI 401(K) PLAN | BOISE ID | 15 | — | $19K |
| 8 | TEXAS FARM PRODUCTS COMPANY TEXAS FARM PRODUCTS CO. 401(K) PROFIT SHARING PLAN | NACOGDOCHES TX | 184 | $3.1M | $18K |
| 9 | ROERS COMPANIES ROERS COMPANIES 401(K) PLAN | PLYMOUTH MN | 348 | $8.9M | $16K |
| 10 | WHAT IF MEDIA GROUP, LLC WHAT IF MEDIA GROUP, LLC PROFIT SHARING PLAN | FORT LEE NJ | 157 | $15.7M | $16K |
