Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 34 U.S. retirement plans report holding Prin LifeTime 2020 Sep Acct-Z in their Schedule of Assets, totaling $81.8M 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 | HIGH COMPANY LLC HIGH COMPANY LLC RETIREMENT SAVINGS PLAN | LANCASTER PA | 1,944 | $292.2M | $26.1M |
| 2 | HERAEUS INCORPORATED HERAEUS INCORPORATED 401(K) RETIREMENT PLAN | YARDLEY PA | 1,929 | $318.9M | $20.7M |
| 3 | HEIDENHAIN CORPORATION HEIDENHAIN CORPORATION 401(K) SAVINGS PLAN |
SCHAUMBURG IL |
| 151 |
| $47.9M |
| $6.2M |
| 4 | TRUSTEES-IBEW 661 RETIREMENT PLAN LOCAL NO. 661 RETIREMENT PLAN | HUTCHINSON KS | 238 | $29.6M | $5.3M |
| 5 | MERCHANTS BONDING MERCHANTS BONDING CO. MUTUAL SAVINGS PLAN | WEST DES MOINES IA | 245 | $58.2M | $4.2M |
| 6 | WISE FOODS, INC. WISE FOODS 401(K) PLAN | ATLANTA GA | 828 | $42.7M | $2.3M |
| 7 | HB PERFORMANCE SYSTEMS, INC. HB PERFORMANCE SYSTEMS, INC. 401(K) PLAN | MEQUON WI | 125 | $23.0M | $2.1M |
| 8 | ACTION MANUFACTURING COMPANY ACTION MANUFACTURING COMPANY 401(K) PLAN | BRISTOL PA | 322 | $11.2M | $1.5M |
| 9 | DTN MANAGEMENT COMPANY DTN MANAGEMENT COMPANY 401(K) PROFIT SHARING PLAN | LANSING MI | 237 | $27.7M | $1.4M |
| 10 | ACENDA, INC. ACENDA, INC. 401(K) PLAN | GLASSBORO NJ | 573 | $33.5M | $1.4M |
