Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Principal Life Insurance Company Lifetime Strategic Income Separate Account in their Schedule of Assets, totaling $1.4M 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 | NORTHTOWN AUTOMOTIVE COMPANIES, INC. NORTHTOWN AUTOMOTIVE COMPANIES, INC. 401(K) PLAN | AMHERST NY | 625 | $58.4M | $714K |
| 2 | KONGSBERG MARITIME, INC. KONGSBERG 401(K) PLAN | LYNNWOOD WA | 575 | $95.4M | $221K |
| 3 | JEFFREY CHAIN, L.P. JEFFREY CHAIN, L.P. 401(K) RETIREMENT SAVINGS PLAN |
MORRISTOWN TN |
| 215 |
| $12.2M |
| $212K |
| 4 | DANT CLAYTON CORPORATION DANT CLAYTON CORPORATION 401(K) RETIREMENT PLAN | LOUISVILLE KY | 175 | $13.4M | $142K |
| 5 | COORDINATED SERVICES MANAGEMENT, INC. COORDINATED SERVICES MANAGEMENT, INC. 401(K) RETIREMENT PLAN | ROANOKE VA | 1,299 | $9.4M | $71K |
| 6 | CARDIOVASCULAR CONSULTANTS OF KANSAS, P.A. CARDIOVASCULAR CONSULTANTS OF KANSAS, P.A. 401(K) PROFIT SHARING PLAN | WICHITA KS | 14 | $7.8M | $39K |
| 7 | COORDINATED FAMILY CARE OF MIDDLESEX COUNTY COORDINATED FAMILY CARE 401(K) PLAN | NORTH BRUNSWICK NJ | 157 | $6.3M | $7K |
