Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 243 retirement plans report an interest in this investment, totaling $131.6M in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 6 name variants: Principal Overseas SEP Acct-z, Principal Overseas SEP Acct, Principal Overseas SEP Acct Z, Principal Overseas SEP, Principal Overseas SEP Account Z, Principal Overseas 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. PRINCIPAL CASH BALANCE PLAN | DES MOINES IA | 12,410 | $1.5B | $18.0M |
| 2 | FIRST FINANCIAL BANCORP FIRST FINANCIAL BANCORP 401(K) SAVINGS PLAN | CINCINNATI OH | 2,084 | $171.4M | $16.8M |
| 3 | FARMERS MUTUAL INSURANCE CO. OF NE FARMERS MUTUAL INSURANCE COMPANY OF NEBRASKA EMPLOYEE RETIREMENT PLAN | LINCOLN NE | 310 | $100.5M | $4.4M |
| 4 | ANCHOR BAY PACKAGING CORPORATION ANCHOR BAY PACKAGING CORP. 401(K) PLAN | CHESTERFIELD MI | 259 | $25.4M | $3.9M |
| 5 | TRUSTEES OF PAINTERS LOCAL UNION 802 PAINTERS LOCAL UNION 802 RETIREMENT PLAN | FITCHBURG WI | 489 | $81.2M | $3.8M |
| 6 | SIERRA LOBO, INC. SIERRA LOBO, INC. 401(K) PLAN | MILAN OH | 529 | $48.6M | $3.1M |
| 7 | MERUS CORPORATION MERUS 401(K) RETIREMENT SAVINGS PLAN | CINCINNATI OH | 154 | $25.7M | $3.1M |
| 8 | PURDUE FEDERAL CREDIT UNION PURDUE FEDERAL CREDIT UNION 401(K) PLAN AND TRUST | WEST LAFAYETTE IN | 295 | $43.3M | $3.0M |
| 9 | COMMONWEALTH FEDERAL CREDIT UNION DBA COMMONWEALTH CREDIT UNION COMMONWEALTH CREDIT UNION PENSION PLAN | FRANKFORT KY | 130 | $59.0M | $2.9M |
| 10 | FIRST COMMUNITY BANKSHARES, INC. FIRST COMMUNITY BANKSHARES, INC. EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN | BLUEFIELD VA | 596 | $80.7M | $2.8M |
