Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Principal Diversified International SA-Z Pooled Separate Account in their Schedule of Assets, totaling $7.1M 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 | CASEY'S GENERAL STORES INC. CASEY'S GENERAL STORES 401(K) PLAN | ANKENY IA | 36,804 | $514.4M | $6.9M |
| 2 | ERICKSON IMMIGRATION GROUP ERICKSON IMMIGRATION GROUP RETIREMENT PLAN | ARLINGTON VA | 190 | $16.3M | $98K |
| 3 | ARBORGEN INC. ARBORGEN 401(K) PROFIT SHARING PLAN |
SUMMERVILLE SC |
| 106 |
| $15.7M |
| $60K |
