Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Principal Core Fixed Income Separate Account-Z Pooled separate account in their Schedule of Assets, totaling $2.7M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | ALPIN HAUS SKI SHOP, INC ALPIN HAUS SKI SHOP, INC. 401(K) PROFIT SHARING PLAN | AMSTERDAM NY | 141 | $11.6M | $1.3M |
| 2 | PROGRESSIVE FOAM TECHNOLOGIES, INC. PROGRESSIVE FOAM TECHNOLOGIES, INC. 401(K) RETIREMENT PLAN | BEACH CITY OH | 191 | $13.3M | $785K |
| 3 | LEWIS TREE SERVICE, INC. |
WEST HENRIETTA NY |
| 3,119 |
| $69.9M |
| $308K |
| 4 | FACSIMILE COMMUNICATIONS INDUSTRIES, INC. DBA ATLANTIC TOMORROWSOFFICE ATLANTIC TOMORROWSOFFICE 401(K)PLAN | NEW YORK NY | 370 | $29.2M | $152K |
| 5 | D & M INDUSTRIES, INC. D & M INDUSTRIES, INC. PROFIT SHARING PLAN | MOORHEAD MN | 143 | $10.5M | $120K |
| 6 | HUMPHREY & ASSOCIATES, INC. HUMPHREY & ASSOCIATES, INC. 401(K) PLAN | CARROLLTON TX | 415 | $44.3M | $97K |
