Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Principal Life Insurance Company Lifetime 2065 in their Schedule of Assets, totaling $2.3M 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 | GETTEL AUTOMOTIVE, INC. GETTEL AUTOMOTIVE, INC. 401(K) PLAN | BRADENTON FL | 1,232 | $42.1M | $1.3M |
| 2 | THE COLLECTION, LLC THE COLLECTION LLC 401(K) PLAN | CORAL GABLES FL | 496 | $27.9M | $300K |
| 3 | TEXTILE MANAGEMENT ASSOCIATES, INC. TEXTILE MANAGEMENT ASSOCIATES, INC. 401(K) PLAN |
DALTON GA |
| 1,538 |
| $36.7M |
| $248K |
| 4 | UNISEA, INC. UNISEA 401(K) PLAN | REDMOND WA | 391 | $52.8M | $168K |
| 5 | MARKETING ALLIANCE GROUP, INC. MARKETING ALLIANCE GROUP 401K RETIREMENT PLAN | DALTON GA | 1,009 | $18.3M | $158K |
| 6 | RICK CASE ENTERPRISES, INC. RICK CASE ENTERPRISES, INC. 401(K) PLAN | SUNRISE FL | 1,251 | $35.2M | $70K |
| 7 | LAURA BUICK - GMC, INC. LAURA AUTOMOTIVE GROUP 401(K) PROFIT SHARING PLAN | COLLINSVILLE IL | 234 | $12.7M | $40K |
| 8 | STATISTICAL RESEARCH, INC. STATISTICAL RESEARCH, INC. 401(K) PROFIT SHARING PLAN | TUCSON AZ | 126 | $12.3M | $7K |