Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 53 U.S. retirement plans report holding Prin Core Fix Inc Sep Acct-Z in their Schedule of Assets, totaling $34.4M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | MILES SAND & GRAVEL COMPANY MILES SAND & GRAVEL COMPANY RETIREMENT PLAN | PUYALLUP WA | 513 | $58.1M | $6.3M |
| 2 | ADAC PLASTICS, INC. ADAC PLASTICS, INC. RETIREMENT PLAN | GRAND RAPIDS MI | 773 | $63.7M | $4.7M |
| 3 | KELLOGG COMMUNITY CREDIT UNION KELLOGG COMMUNITY CREDIT UNION 401K SAVINGS PLAN |
BATTLE CREEK MI |
| 161 |
| $13.8M |
| $3.4M |
| 4 | APPVION, LLC APPVION, LLC RETIREMENT SAVINGS PLAN | APPLETON WI | 307 | $76.3M | $2.5M |
| 5 | MACROGENICS MACROGENICS 401(K) PLAN | ROCKVILLE MD | 341 | $84.0M | $1.5M |
| 6 | WHAT IF MEDIA GROUP, LLC WHAT IF MEDIA GROUP, LLC PROFIT SHARING PLAN | FORT LEE NJ | 157 | $15.7M | $1.5M |
| 7 | GERTRUDE HAWK BRANDS, INC. GERTRUDE HAWK CHOCOLATES 401(K) PLAN | DUNMORE PA | 420 | $23.9M | $1.4M |
| 8 | LANDSCAPES UNLIMITED, LLC LANDSCAPES UNLIMITED, LLC 401(K) PLAN | LINCOLN NE | 1,495 | $34.5M | $1.2M |
| 9 | BELLISIO FOODS, INC. BELLISIO FOODS, INC. RETIREMENT SAVINGS PLAN | MINNEAPOLIS MN | 352 | $46.7M | $1.1M |
| 10 | OST, INC. OST, INC. 401(K) PROFIT SHARING PLAN | MCLEAN VA | 423 | $36.5M | $910K |
