Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 324 retirement plans report an interest in this investment, totaling $170.6M in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 3 name variants: Prin Midcap Growth SEP Acct-z, Prin Midcap Growth SEP Acct - Z, Prin Midcap Growth SEP Acct Z. Counts combine all variants of the same investment.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | GEORGIA FARM BUREAU INC GEORGIA FARM BUREAU COMPANIES EMPLOYEE SAVINGS PLAN | MACON GA | 1,176 | $226.5M | $16.6M |
| 2 | MULTIPLAN, INC. MULTIPLAN, INC. 401(K) PLAN | NAPERVILLE IL | 2,790 | $422.6M | $10.1M |
| 3 | ACCE BENEFIT TRUST ACCE BENEFIT TRUST PROFIT SHARING PLAN | ALEXANDRIA VA | 3,470 | $464.8M | $10.1M |
| 4 | LACKS ENTERPRISES, INC. LACKS ENTERPRISES, INC. RETIREMENT SAVINGS AND PROFIT SHARING PLAN | GRAND RAPIDS MI | 2,238 | $240.6M | $8.5M |
| 5 | MEGALODON MIDCO, LLC NON-UNION EMPLOYEES 401(K) PLAN | AUBURN HILLS MI | 787 | $145.6M | $6.3M |
| 6 | ACADIAN AMBULANCE SERVICE, INC. ACADIAN AMBULANCE SERVICE, INC. PROFIT SHARING 401(K) PLAN | LAFAYETTE LA | 3,439 | $183.4M | $6.2M |
| 7 | SHELLY & SANDS, INC. SHELLY & SANDS, INC. EMPLOYEES 401(K) PLAN | ZANESVILLE OH | 342 | $86.9M | $4.9M |
| 8 | MICHIGAN FARM BUREAU FARM BUREAU EMPLOYEES' 401(K) PLAN | LANSING MI | 1,156 | $230.6M | $4.5M |
| 9 | FARMERS MUTUAL INSURANCE CO. OF NE FARMERS MUTUAL 401(K) SAVINGS PLAN | LINCOLN NE | 341 | $81.4M | $4.2M |
| 10 | HEIDENHAIN CORPORATION HEIDENHAIN CORPORATION 401(K) SAVINGS PLAN | SCHAUMBURG IL | 151 | $47.9M | $3.6M |
