Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Principal Diversified International Separate Account-Z in their Schedule of Assets, totaling $19.2M 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 | SUNBELT RENTALS, INC. SUNBELT RENTALS, INC. RETIREMENT SAVINGS PLAN | FORT MILL SC | 18,710 | $1.2B | $18.0M |
| 2 | JSL TECHNOLOGIES INC JSL TECHNOLOGIES, INC PROFIT SHARING PLAN | OXNARD CA | 193 | $10.5M | $870K |
| 3 | BROOKSHIRE BROTHERS, INC. BROOKSHIRE BROTHERS KSOP |
LUFKIN TX |
| 3,030 |
| $134.4M |
| $359K |
| 4 | COLORADO EARLY EDUCATION NETWORK CEEN 401(K) PLAN | GREELEY CO | 126 | $1.7M | $11K |
| 5 | HIGHLEVEL INC. HIGHLEVEL INC. 401(K) PLAN | DALLAS TX | 268 | $4.1M | $4K |