Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Principal Life Insurance Company Principal Lifetime 2040 Separate Account - in their Schedule of Assets, totaling $19.8M 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 | TRECORA LLC TRECORA LLC 401(K) PLAN | THE WOODLANDS TX | 273 | $39.8M | $4.7M |
| 2 | TRUE CAPITAL PARTNERS, LLC TRUE CAPITAL PARTNERS 401(K) PLAN | PHILADELPHIA PA | 549 | $49.2M | $3.2M |
| 3 | SUMITOMO MACHINERY CORPORATION OF AMERICA SUMITOMO MACHINERY CORPORATION OF AMERICA SAVINGS AND INVESTMENT PLAN |
CHESAPEAKE VA |
| 495 |
| $70.4M |
| $3.0M |
| 4 | BAADER NORTH AMERICA CORPORATION BAADER NORTH AMERICA CORPORATION 401(K) RETIREMENT PLAN | KANSAS CITY KS | 150 | $24.8M | $2.1M |
| 5 | DAVIS-MOORE AUTOMOTIVE, INC. DAVIS-MOORE AUTOMOTIVE, INC. SALARY DEFERRAL 401(K) PROFIT SHARING PLAN | WICHITA KS | 167 | $19.8M | $2.0M |
| 6 | DEALERON, INC. DEALERON 401(K) PLAN | DERWOOD MD | 492 | $22.2M | $1.3M |
| 7 | MAHONEY FOUNDRIES, INC. MAHONEY FOUNDRIES, INC. SAVINGS AND RETIREMENT PLAN | KENDALLVILLE IN | 387 | $7.0M | $1.2M |
| 8 | HEBCO, INC. HEBCO, INC. RETIREMENT PLAN | OKLAHOMA CITY OK | 128 | $13.8M | $1.1M |
| 9 | ENCON UNITED COMPANY ENCON UNITED 401(K) PLAN | DENVER CO | 202 | $18.7M | $1.1M |
