Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 367 retirement plans report an interest in this investment, totaling $1.3B in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 3 name variants: Prin Midcap SEP Acct-z, Prin Midcap SEP Acct Z, Prin Midcap SEP Acct. Counts combine all variants of the same investment.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | PRINCIPAL FINANCIAL GROUP, INC. THE PRINCIPAL SELECT SAVINGS PLAN | DES MOINES IA | 12,662 | $4.6B | $404.3M |
| 2 | RAYMOND JAMES FINANCIAL, INC. RAYMOND JAMES FINANCIAL, INC. 401(K) PLAN | ST PETERSBURG FL | 16,088 | $2.9B | $80.4M |
| 3 | BOARD OF TRUSTEES, INTERNATIONAL BROTHERHOOD OF INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS DISTRICT NO. 9 PENSION PLAN | PORTLAND OR | 31,265 | $2.5B | $44.5M |
| 4 | KNIGHT-SWIFT TRANSPORTATION HOLDINGS INC. KNIGHT-SWIFT TRANSPORTATION HOLDINGS, INC. RETIREMENT PLAN | PHOENIX AZ | 31,022 | $1.0B | $42.8M |
| 5 | GREAT NORTHERN CORPORATION GREAT NORTHERN CORPORATION RETIREMENT SAVINGS PLAN | APPLETON WI | 1,366 | $340.9M | $22.5M |
| 6 | SUNBELT RENTALS, INC. SUNBELT RENTALS, INC. RETIREMENT SAVINGS PLAN | FORT MILL SC | 18,710 | $1.2B | $22.2M |
| 7 | REYNOLDS CONSUMER PRODUCTS LLC 401(K) RETIREMENT PLAN FOR REYNOLDS CONSUMER PRODUCTS | LAKE FOREST IL | 4,796 | $632.6M | $21.4M |
| 8 | HCL AMERICA INC HCL AMERICA, INC. 401(K) PLAN | SANTA CLARA CA | 20,206 | $1.5B | $20.4M |
| 9 | GEOSYNTEC CONSULTANTS, INC GEOSYNTEC CONSULTANTS, INC. AND SUBSIDIARIES 401(K) RETIREMENT PLAN | BOCA RATON FL | 2,082 | $455.4M | $16.4M |
| 10 | PROASSURANCE GROUP SAVINGS AND RETIREMENT PLAN PROASSURANCE GROUP SAVINGS AND RETIREMENT PLAN | — | 1,037 | $370.6M | $15.3M |
