Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Principal Life Insurance Company Principal Lifetime 2020 Separate Account - in their Schedule of Assets, totaling $5.5M 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 | SUMITOMO MACHINERY CORPORATION OF AMERICA SUMITOMO MACHINERY CORPORATION OF AMERICA SAVINGS AND INVESTMENT PLAN | CHESAPEAKE VA | 495 | $70.4M | $1.7M |
| 2 | TRECORA LLC TRECORA LLC 401(K) PLAN | THE WOODLANDS TX | 273 | $39.8M | $1.3M |
| 3 | DAVIS-MOORE AUTOMOTIVE, INC. DAVIS-MOORE AUTOMOTIVE, INC. SALARY DEFERRAL 401(K) PROFIT SHARING PLAN |
WICHITA KS |
| 167 |
| $19.8M |
| $884K |
| 4 | BAADER NORTH AMERICA CORPORATION BAADER NORTH AMERICA CORPORATION 401(K) RETIREMENT PLAN | KANSAS CITY KS | 150 | $24.8M | $746K |
| 5 | ENCON UNITED COMPANY ENCON UNITED 401(K) PLAN | DENVER CO | 202 | $18.7M | $428K |
| 6 | HEBCO, INC. HEBCO, INC. RETIREMENT PLAN | OKLAHOMA CITY OK | 128 | $13.8M | $389K |
| 7 | TRUE CAPITAL PARTNERS, LLC TRUE CAPITAL PARTNERS 401(K) PLAN | PHILADELPHIA PA | 549 | $49.2M | $82K |
| 8 | MAHONEY FOUNDRIES, INC. MAHONEY FOUNDRIES, INC. SAVINGS AND RETIREMENT PLAN | KENDALLVILLE IN | 387 | $7.0M | $1K |
