Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding Principal Life Insurance Company* Prin LifeTime 2040 Sep Acct-Z in their Schedule of Assets, totaling $34.9M 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 | NEWS-PRESS & GAZETTE COMPANY NEWS-PRESS & GAZETTE EMPLOYEES' 401(K) PLAN | SAINT JOSEPH MO | 768 | $104.4M | $9.1M |
| 2 | JACOBSEN CONSTRUCTION COMPANY, INC. JACOBSEN CONSTRUCTION COMPANY, INC. 401(K) PLAN | SALT LAKE CITY UT | 723 | $55.9M | $7.4M |
| 3 | ONEAZ CREDIT UNION |
PHOENIX AZ |
| 510 |
| $52.0M |
| $4.3M |
| 4 | ED STAUB & SONS PETROLEUM INC. ED STAUB & SONS PETROLEUM INC. 401(K) PROFIT SHARING PLAN | KLAMATH FALLS OR | 366 | $31.5M | $3.0M |
| 5 | L. FISHMAN & SON, INC. L. FISHMAN & SON, INC. 401(K) PROFIT SHARING PLAN | BALTIMORE MD | 259 | $20.3M | $2.4M |
| 6 | BUILDERTREND SOLUTIONS, INC. BUILDERTREND SOLUTIONS, INC. 401(K) PLAN | OMAHA NE | 805 | $51.9M | $1.8M |
| 7 | SILVER STATE SCHOOLS CREDIT UNION SILVER STATE SCHOOLS CREDIT UNION 401(K) PLAN | LAS VEGAS NV | 204 | $12.9M | $1.6M |
| 8 | DONDLINGER & SONS CONSTRUCTION CO., INC. DONDLINGER & SONS CONSTRUCTION CO., INC. 401(K) RETIREMENT PLAN | WICHITA KS | 259 | $24.4M | $1.4M |
| 9 | TRACEY ROAD EQUIPMENT, INC. TRACEY ROAD EQUIPMENT, INC. EMPLOYEES 401(K) AND PSP | EAST SYRACUSE NY | 283 | $18.5M | $1.3M |
| 10 | INSTRUMENT DEVELOPMENT CO., LLC INSTRUMENT DEVELOPMENT CORP. 401(K) PROFIT SHARING PLAN | MUKWONAGO WI | 320 | $12.3M | $990K |
