Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding Principal Life Insurance Company* Prin LifeTime 2065 Sep Acct-Z in their Schedule of Assets, totaling $8.5M 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 | CHOICE FINANCIAL GROUP CHOICE FINANCIAL GROUP 401K PLAN | GRAND FORKS ND | 435 | $41.6M | $2.7M |
| 2 | BUILDERTREND SOLUTIONS, INC. BUILDERTREND SOLUTIONS, INC. 401(K) PLAN | OMAHA NE | 805 | $51.9M | $1.7M |
| 3 | JACOBSEN CONSTRUCTION COMPANY, INC. JACOBSEN CONSTRUCTION COMPANY, INC. 401(K) PLAN |
SALT LAKE CITY UT |
| 723 |
| $55.9M |
| $1.3M |
| 4 | NEWS-PRESS & GAZETTE COMPANY NEWS-PRESS & GAZETTE EMPLOYEES' 401(K) PLAN | SAINT JOSEPH MO | 768 | $104.4M | $1.0M |
| 5 | ONEAZ CREDIT UNION ONEAZ CREDIT UNION 401(K) PLAN | PHOENIX AZ | 510 | $52.0M | $772K |
| 6 | ED STAUB & SONS PETROLEUM INC. ED STAUB & SONS PETROLEUM INC. 401(K) PROFIT SHARING PLAN | KLAMATH FALLS OR | 366 | $31.5M | $287K |
| 7 | RPM XCONSTRUCTION RPM XCONSTRUCTION, LLC 401(K) PLAN | MCKINNEY TX | 781 | $11.0M | $187K |
| 8 | INSTRUMENT DEVELOPMENT CO., LLC INSTRUMENT DEVELOPMENT CORP. 401(K) PROFIT SHARING PLAN | MUKWONAGO WI | 320 | $12.3M | $160K |
| 9 | L. FISHMAN & SON, INC. L. FISHMAN & SON, INC. 401(K) PROFIT SHARING PLAN | BALTIMORE MD | 259 | $20.3M | $135K |
| 10 | DONDLINGER & SONS CONSTRUCTION CO., INC. DONDLINGER & SONS CONSTRUCTION CO., INC. 401(K) RETIREMENT PLAN | WICHITA KS | 259 | $24.4M | $115K |
