Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Principal Life Insurance Company Lifetime Strategic Income Sep Account in their Schedule of Assets, totaling $3.4M 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 | PRIVIA MEDICAL GROUP INDIANA, LLC ELKHART CLINIC, LLC EMPLOYEES' PROFIT SHARING PLAN | ELKHART IN | 313 | $67.2M | $2.8M |
| 2 | THE COLLECTION, LLC THE COLLECTION LLC 401(K) PLAN | CORAL GABLES FL | 496 | $27.9M | $661K |
