Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 430 retirement plans report an interest in this investment, totaling $723.0M in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 2 name variants: Prin Liquid Assets SEP Acct-z, Prin Liquid Assets SEP Acct. Counts combine all variants of the same investment.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | PRINCIPAL FINANCIAL GROUP, INC. PRINCIPAL CASH BALANCE PLAN | DES MOINES IA | 12,410 | $1.5B | $212.9M |
| 2 | DEMATIC CORP. DEMATIC CORP. RETIREMENT PLAN FOR NON-UNION EMPLOYEES | GRAND RAPIDS MI | 279 | $170.9M | $63.4M |
| 3 | PERFORMANCE CONTRACTING GROUP, INC. PERFORMANCE CONTRACTING GROUP, INC. ESOP/401(K) PLAN | LENEXA KS | 1,366 | $3.6B | $38.5M |
| 4 | KAWASAKI MOTORS CORP., U.S.A. KAWASAKI MOTORS CORP., U.S.A. EMPLOYEES PENSION PLAN | FOOTHILL RANCH CA | 1,133 | $70.0M | $34.5M |
| 5 | PRINCIPAL FINANCIAL GROUP, INC. PRINCIPAL PENSION PLAN FOR CERTAIN FORMER AGENTS | DES MOINES IA | 0 | $26.8M | $20.5M |
| 6 | PATRIOT FEDERAL CREDIT UNION PATRIOT FEDERAL CREDIT UNION RETIREMENT PENSION PLAN | CHAMBERSBURG PA | 90 | $51.2M | $18.7M |
| 7 | NAMED FIDUCIARIES OF THE PENSION PLAN FOR INSURANCE ORGANIZATIONS THE PENSION PLAN FOR INSURANCE ORGANIZATIONS | PLYMOUTH MEETING PA | 1,803 | $1.1B | $11.6M |
| 8 | GLOBAL TUNGSTEN & POWDERS LLC GLOBAL TUNGSTEN & POWDERS CORPORATION PENSION PLAN | TOWANDA PA | 225 | $68.5M | $11.0M |
| 9 | STAHL SPECIALTY COMPANY STAHL SPECIALTY COMPANY/WATRY INDUSTRIES EMPLOYEES' PENSION PLAN | KINGSVILLE MO | 73 | $77.4M | $10.6M |
| 10 | BEACON CREDIT UNION BEACON CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST | WABASH IN | 171 | $35.5M | $9.3M |
