Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 21 U.S. retirement plans report holding Prin LifeTime 2035 Sep Act-Z in their Schedule of Assets, totaling $58.8M 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 | HERAEUS INCORPORATED HERAEUS INCORPORATED 401(K) RETIREMENT PLAN | YARDLEY PA | 1,929 | $318.9M | $25.1M |
| 2 | SHELLY & SANDS, INC. SHELLY & SANDS, INC. EMPLOYEES 401(K) PLAN | ZANESVILLE OH | 342 | $86.9M | $5.4M |
| 3 | ACENDA, INC. ACENDA, INC. 401(K) PLAN |
GLASSBORO NJ |
| 573 |
| $33.5M |
| $4.3M |
| 4 | FINANCIAL PLUS CREDIT UNION FINANCIAL PLUS CREDIT UNION RETIREMENT PLAN | FLINT MI | 260 | $30.4M | $4.3M |
| 5 | GCOM SOFTWARE LLC GCOM SOFTWARE LLC 401K PLAN | COLUMBIA MD | 799 | $75.5M | $3.6M |
| 6 | US SIGNAL COMPANY US SIGNAL COMPANY 401(K) PLAN | GRAND RAPIDS MI | 439 | $29.3M | $3.0M |
| 7 | SILVERLINING INTERIORS, INC. SILVERLINING INTERIORS, INC. 401(K) PLAN | NEW YORK NY | 204 | $15.6M | $2.6M |
| 8 | GUARDIAN FUELING TECHNOLOGIES LLC GUARDIAN FUELING TECHNOLOGIES, LLC 401(K) PLAN | JACKSONVILLE FL | 677 | $26.7M | $2.4M |
| 9 | FLEXCARE LLC DBA FLEXCARE MEDICAL STAFFING FLEXCARE LLC 401(K) PLAN | ROSEVILLE CA | 1,455 | $17.7M | $1.9M |
| 10 | DOVEDALE SALES CORP. DOVEDALE SALES CORP. 401(K) PLAN | COMMACK NY | 258 | $16.0M | $1.4M |
