Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 569 retirement plans report an interest in this investment, totaling $275.9M in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 4 name variants: Prin Smcap Value II SEP Acct-z, Prin Smcap Value II SEP Acct - Z, Prin Smcap Value II SEP Acct Z, Prin Smcap Value II SEP Acct -Z. 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 | $49.5M |
| 2 | ADECCO, INC. THE ADECCO GROUP 401(K) PLAN | JACKSONVILLE FL | 64,616 | $874.4M | $17.0M |
| 3 | HY-VEE, INC. THE HY-VEE AND AFFILIATES 401(K) PLAN | WEST DES MOINES IA | 55,933 | $3.1B | $16.6M |
| 4 | PRINCIPAL FINANCIAL GROUP, INC. PRINCIPAL CASH BALANCE PLAN | DES MOINES IA | 12,410 | $1.5B | $9.8M |
| 5 | GEORGIA FARM BUREAU INC GEORGIA FARM BUREAU COMPANIES EMPLOYEE SAVINGS PLAN | MACON GA | 1,176 | $226.5M | $8.9M |
| 6 | FIRST FINANCIAL BANCORP FIRST FINANCIAL BANCORP 401(K) SAVINGS PLAN | CINCINNATI OH | 2,084 | $171.4M | $6.4M |
| 7 | ACCE BENEFIT TRUST ACCE BENEFIT TRUST PROFIT SHARING PLAN | ALEXANDRIA VA | 3,470 | $464.8M | $4.6M |
| 8 | SALT RIVER COMMUNITY GAMING ENTERPRISES SALT RIVER COMMUNITY GAMING ENTERPRISES 401(K) PLAN | SCOTTSDALE AZ | 2,944 | $298.9M | $4.3M |
| 9 | GLENN O. HAWBAKER, INC. GLENN O. HAWBAKER, INC. BENEFIT PLAN | STATE COLLEGE PA | 991 | $187.7M | $3.7M |
| 10 | MULTIPLAN, INC. MULTIPLAN, INC. 401(K) PLAN | NAPERVILLE IL | 2,790 | $422.6M | $3.7M |
