Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 33 retirement plans report an interest in this investment, totaling $280K in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 3 name variants: Prin Lifetm 2010 SEP Acct-z, Prin Lifetm 2010 SEP Acct Z, Prin Lifetm 2010 SEP. Counts combine all variants of the same investment.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | AGILITY DGS HOLDINGS, INC. AGILITY DGS 401K PLAN | ALEXANDRIA VA | 29 | $7.4M | $102K |
| 2 | MAKE, INC. MAKE, INC. 401(K) PROFIT SHARING PLAN | OAKBROOK TERRACE IL | 141 | $1.9M | $96K |
| 3 | VON DREHLE CORPORATION VON DREHLE CORPORATION 401(K) PROFIT SHARING PLAN AND TRUST | HICKORY NC | 634 | $9.6M | $50K |
| 4 | HI-LEX HI-LEX EMPLOYEES RETIREMENT SAVINGS PLAN | LITCHFIELD MI | 1,245 | $64.7M | $20K |
| 5 | CATAPULT SYSTEMS, LLC CATAPULT SYSTEMS, LLC 401(K) PLAN | DALLAS TX | 561 | $39.0M | $8K |
| 6 | BOYS & GIRLS CLUBS OF LUCIE COUNTY BOYS & GIRLS CLUBS OF ST. LUCIE COUNTY 401(K) PLAN | FT PIERCE FL | 103 | $989K | $5K |
| 7 | JOHN ROCK, INC. JOHN ROCK, INC. 401(K) PLAN | COATESVILLE PA | 290 | $2.1M | $327 |
| 8 | HBW HOLDINGS, INC. HOME BUYERS WARRANTY 401(K) PLAN | AURORA CO | 527 | $38.9M | $0 |
| 9 | CHARTER BROKERAGE, LLC CHARTER BROKERAGE, LLC 401(K) PROFIT SHARING PLAN | NORWALK CT | 168 | $31.4M | $0 |
| 10 | FIORE & SONS, INC. FIORE & SONS, INC. 401(K) PLAN | DENVER CO | 351 | $21.7M | $0 |
