Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 17 U.S. retirement plans report holding Prin LifeTime 2015 Sep Acct-Z in their Schedule of Assets, totaling $35.3M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | HERAEUS INCORPORATED HERAEUS INCORPORATED 401(K) RETIREMENT PLAN | YARDLEY PA | 1,929 | $318.9M | $21.4M |
| 2 | WISE FOODS, INC. WISE FOODS 401(K) PLAN | ATLANTA GA | 828 | $42.7M | $4.3M |
| 3 | SHELLY & SANDS, INC. SHELLY & SANDS, INC. EMPLOYEES 401(K) PLAN |
ZANESVILLE OH |
| 342 |
| $86.9M |
| $3.0M |
| 4 | HEIDENHAIN CORPORATION HEIDENHAIN CORPORATION 401(K) SAVINGS PLAN | SCHAUMBURG IL | 151 | $47.9M | $1.4M |
| 5 | ACENDA, INC. ACENDA, INC. 401(K) PLAN | GLASSBORO NJ | 573 | $33.5M | $1.3M |
| 6 | ARCADIA BLUFFS, L.L.C. ARCADIA BLUFFS 401(K) PLAN | GRAND RAPIDS MI | 440 | $11.3M | $1.1M |
| 7 | ACTION MANUFACTURING COMPANY ACTION MANUFACTURING COMPANY 401(K) PLAN | BRISTOL PA | 322 | $11.2M | $851K |
| 8 | ALLSTATE SALES GROUP INC ALLSTATE SALES GROUP INC 401(K) PLAN | HOLMDEL NJ | 746 | $12.6M | $556K |
| 9 | MERCURY PLASTICS, INC. MERCURY PLASTICS, INC. 401(K) PLAN | CITY OF INDUSTRY CA | 351 | $8.0M | $497K |
| 10 | GCOM SOFTWARE LLC GCOM SOFTWARE LLC 401K PLAN | COLUMBIA MD | 799 | $75.5M | $337K |
