Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 31 U.S. retirement plans report holding Prin LifeTime Strat Inc SA-Z in their Schedule of Assets, totaling $67.8M 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 | $24.6M |
| 2 | HIGH COMPANY LLC HIGH COMPANY LLC RETIREMENT SAVINGS PLAN | LANCASTER PA | 1,944 | $292.2M | $19.6M |
| 3 | WISE FOODS, INC. WISE FOODS 401(K) PLAN |
ATLANTA GA |
| 828 |
| $42.7M |
| $5.2M |
| 4 | FLEXCARE LLC DBA FLEXCARE MEDICAL STAFFING FLEXCARE LLC 401(K) PLAN | ROSEVILLE CA | 1,455 | $17.7M | $4.2M |
| 5 | SHELLY & SANDS, INC. SHELLY & SANDS, INC. EMPLOYEES 401(K) PLAN | ZANESVILLE OH | 342 | $86.9M | $3.4M |
| 6 | HB PERFORMANCE SYSTEMS, INC. HB PERFORMANCE SYSTEMS, INC. 401(K) PLAN | MEQUON WI | 125 | $23.0M | $1.6M |
| 7 | DTN MANAGEMENT COMPANY DTN MANAGEMENT COMPANY 401(K) PROFIT SHARING PLAN | LANSING MI | 237 | $27.7M | $1.3M |
| 8 | MERCHANTS BONDING MERCHANTS BONDING CO. MUTUAL SAVINGS PLAN | WEST DES MOINES IA | 245 | $58.2M | $1.3M |
| 9 | US SIGNAL COMPANY US SIGNAL COMPANY 401(K) PLAN | GRAND RAPIDS MI | 439 | $29.3M | $1.1M |
| 10 | TRUSTEES-IBEW 661 RETIREMENT PLAN LOCAL NO. 661 RETIREMENT PLAN | HUTCHINSON KS | 238 | $29.6M | $968K |
