Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 31 U.S. retirement plans report holding Prin LifeTime 2040 Sep Acct-Z in their Schedule of Assets, totaling $78.5M 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 | HIGH COMPANY LLC HIGH COMPANY LLC RETIREMENT SAVINGS PLAN | LANCASTER PA | 1,944 | $292.2M | $42.1M |
| 2 | GCOM SOFTWARE LLC GCOM SOFTWARE LLC 401K PLAN | COLUMBIA MD | 799 | $75.5M | $5.0M |
| 3 | US SIGNAL COMPANY US SIGNAL COMPANY 401(K) PLAN |
| 439 |
| $29.3M |
| $4.7M |
| 4 | FINANCIAL PLUS CREDIT UNION FINANCIAL PLUS CREDIT UNION RETIREMENT PLAN | FLINT MI | 260 | $30.4M | $3.9M |
| 5 | ACENDA, INC. ACENDA, INC. 401(K) PLAN | GLASSBORO NJ | 573 | $33.5M | $3.7M |
| 6 | SILVERLINING INTERIORS, INC. SILVERLINING INTERIORS, INC. 401(K) PLAN | NEW YORK NY | 204 | $15.6M | $3.0M |
| 7 | GUARDIAN FUELING TECHNOLOGIES LLC GUARDIAN FUELING TECHNOLOGIES, LLC 401(K) PLAN | JACKSONVILLE FL | 677 | $26.7M | $2.3M |
| 8 | DTN MANAGEMENT COMPANY DTN MANAGEMENT COMPANY 401(K) PROFIT SHARING PLAN | LANSING MI | 237 | $27.7M | $2.3M |
| 9 | MERCURY PLASTICS, INC. MERCURY PLASTICS, INC. 401(K) PLAN | CITY OF INDUSTRY CA | 351 | $8.0M | $2.1M |
| 10 | SHELLY & SANDS, INC. SHELLY & SANDS, INC. EMPLOYEES 401(K) PLAN | ZANESVILLE OH | 342 | $86.9M | $2.0M |
