Principal Smallcap SEP Acct-z
Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 226 retirement plans report an interest in this investment, totaling $99.8M in reported end-of-year interest. Plans are ranked by reported interest.
Plans holding
226
Reported interest (EOY)
$99.8M
Data source
DOL Form 5500 · Schedule D
Reported on Schedule D under 3 name variants: Principal Smallcap SEP Acct-z, Principal Smallcap SEP Acct Z, Principal Smallcap SEP A/C. Counts combine all variants of the same investment.
Plans holding Principal Smallcap SEP Acct-zranked by reported interest
Unlock full list (Pro)| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | UNIVERSAL INSTRUMENTS CORPORATION CBA RETIREMENT SAVINGS PLAN | CONKLIN NY | 301 | $116.3M | $13.4M |
| 2 | SAAB, INC. SAAB 401(K) RETIREMENT SAVINGS PLAN | EAST SYRACUSE NY | 1,078 | $247.3M | $6.5M |
| 3 | NIPPON EXPRESS U.S.A, INC NIPPON EXPRESS U.S.A., INC. GROUP 401(K) PLAN | WOOD DALE IL | 2,039 | $146.0M | $4.6M |
| 4 | BACHMAN AUTO GROUP, INC. BACHMAN AUTO GROUP 401(K) SAVINGS AND INVESTMENT PLAN | LOUISVILLE KY | 390 | $29.1M | $3.1M |
| 5 | COWLES COMPANY COWLES COMPANY 401(K) PLAN | SPOKANE WA | 652 | $76.6M | $2.9M |
| 6 | KBC BANK N.V. KBC BANK N.V. SAVINGS AND INVESTMENT PLAN | NEW YORK NY | 48 | $53.9M | $2.9M |
| 7 | GEOSYNTEC CONSULTANTS, INC GEOSYNTEC CONSULTANTS, INC. AND SUBSIDIARIES 401(K) RETIREMENT PLAN | BOCA RATON FL | 2,082 | $455.4M | $2.2M |
| 8 | THIEMAN QUALITY METAL FAB INC. THIEMAN QUALITY METAL FAB INC. 401(K) RETIREMENT SAVINGS PLAN AND TRUST | NEW BREMEN OH | 157 | $26.0M | $2.0M |
| 9 | INTEGRITY, LLC INTEGRITY, LLC 401(K) PLAN | DALLAS TX | 4,911 | $348.8M | $2.0M |
| 10 | REED AND REED REED & REED RETIREMENT SAVINGS PLAN | WOOLWICH ME | 174 | $46.1M | $1.9M |
See all 226 plans holding Principal Smallcap SEP Acct-z
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