Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Principal Income Separate Account Z Pooled Separate Account in their Schedule of Assets, totaling $257K 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 | MILLER & LONG CO., INC. MILLER & LONG EMPLOYEES COMBINED RETIREMENT PLAN | BETHESDA MD | 734 | $63.4M | $257K |
