Form 5500 Search

Prin Liquid Assets SEP Acct-z

Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 438 retirement plans report an interest in this investment, totaling $696.2M in reported end-of-year interest. Plans are ranked by reported interest.

Plans holding
438
Reported interest (EOY)
$696.2M
Data source
DOL Form 5500 · Schedule D

Reported on Schedule D under 3 name variants: Prin Liquid Assets SEP Acct-z, Prin Liquid Assets SEP Acct, Prin Liquid Assets SEP Acct Z. Counts combine all variants of the same investment.

Plans holding Prin Liquid Assets SEP Acct-zranked by reported interest

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#Sponsor / PlanLocationParticipantsPlan assets (EOY)Reported interest
1PRINCIPAL FINANCIAL GROUP, INC.
PRINCIPAL CASH BALANCE PLAN
DES MOINES
IA
12,410$1.5B$212.9M
2DEMATIC CORP.
DEMATIC CORP. RETIREMENT PLAN FOR NON-UNION EMPLOYEES
GRAND RAPIDS
MI
279$170.9M$63.4M
3PERFORMANCE CONTRACTING GROUP, INC.
PERFORMANCE CONTRACTING GROUP, INC. ESOP/401(K) PLAN
LENEXA
KS
1,366$3.6B$38.5M
4PRINCIPAL FINANCIAL GROUP, INC.
PRINCIPAL PENSION PLAN FOR CERTAIN FORMER AGENTS
DES MOINES
IA
0$26.8M$20.5M
5PATRIOT FEDERAL CREDIT UNION
PATRIOT FEDERAL CREDIT UNION RETIREMENT PENSION PLAN
CHAMBERSBURG
PA
90$51.2M$18.7M
6NAMED FIDUCIARIES OF THE PENSION PLAN FOR INSURANCE ORGANIZATIONS
THE PENSION PLAN FOR INSURANCE ORGANIZATIONS
PLYMOUTH MEETING
PA
1,803$1.1B$11.6M
7STAHL SPECIALTY COMPANY
STAHL SPECIALTY COMPANY/WATRY INDUSTRIES EMPLOYEES' PENSION PLAN
KINGSVILLE
MO
73$77.4M$10.6M
8KNAPE & VOGT MANUFACTURING CO
KNAPE & VOGT RETIREMENT SAVINGS PLAN
GRAND RAPIDS
MI
450$41.3M$10.0M
9BEACON CREDIT UNION
BEACON CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST
WABASH
IN
171$35.5M$9.3M
10THE SUMMIT SCHOOL
SUMMIT SCHOOL AT NYACK RETIREMENT PLAN
UPPER NYACK
NY
133$14.3M$9.1M
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Plans holding Prin Liquid Assets SEP Acct-z — Form 5500