Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Principal Life Insurance Company Principal LDI Interm Duration Separate Account-Z in their Schedule of Assets, totaling $2.8M 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 | APOGEE SFS US, LLC. TUBELITE, INC. HOURLY EMPLOYEES PENSION PLAN | WALKER MI | 6 | $3.6M | $2.8M |
