Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 433 retirement plans report an interest in this investment, totaling $109.7M in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 3 name variants: Prin Lifetime Strat Sa-z, Prin Lifetime Strat, Prin Lifetime Strat Acct-z. Counts combine all variants of the same investment.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | MULTIPLAN, INC. MULTIPLAN, INC. 401(K) PLAN | NAPERVILLE IL | 2,790 | $422.6M | $5.0M |
| 2 | L.N.K. INTERNATIONAL, INC. L.N.K. INTERNATIONAL, INC. RETIREMENT PLAN | HAUPPAUGE NY | 1,967 | $39.4M | $3.5M |
| 3 | AMERIS BANCORP AMERIS BANCORP 401(K) PROFIT SHARING PLAN | ATLANTA GA | 2,689 | $294.8M | $3.4M |
| 4 | PRIVIA MEDICAL GROUP INDIANA, LLC ELKHART CLINIC, LLC EMPLOYEES' PROFIT SHARING PLAN | ELKHART IN | 313 | $67.2M | $2.8M |
| 5 | HERAEUS INCORPORATED HERAEUS INCORPORATED 401(K) RETIREMENT PLAN | YARDLEY PA | 1,929 | $318.9M | $2.6M |
| 6 | THE GUND COMPANY, INC. THE GUND COMPANY RETIREMENT SAVINGS PLAN | ST LOUIS MO | 457 | $38.6M | $2.4M |
| 7 | LYLES DIVERSIFIED, INC. THE LYLES GROUP 401(K) EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST | FRESNO CA | 336 | $111.0M | $1.9M |
| 8 | POPULAR, INC. POPULAR, INC. USA 401(K) SAVINGS & INVESTMENT PLAN | SAN JUAN PR | 970 | $170.4M | $1.8M |
| 9 | ENERCON SERVICES INC ENERCON SERVICES, INC. SAVINGS PLAN | KENNESAW GA | 1,415 | $212.9M | $1.7M |
| 10 | THE FARMERS REALTY COMPANY THE FARMERS REALTY COMPANY 401(K) PROFIT-SHARING PLAN | STERLING CO | 54 | $5.8M | $1.5M |
