Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Principal Life Insurance Company Principal LifeTime 2070 Separate Account-Z in their Schedule of Assets, totaling $86K 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 | TERRA HOLDINGS DBA BHS HOLDINGS, LLC TERRA HOLDINGS 401(K) PLAN | NEW YORK NY | 429 | $64.8M | $41K |
| 2 | GOTHAM GREENS BUTTERHEAD, LLC GOTHAM GREENS 401(K) | BROOKLYN NY | 578 | $6.9M | $38K |
| 3 | SKYLINE PRODUCTS, INC. SKYLINE PRODUCTS INC PROFIT SHARING PLAN AND TRUST |
COLORADO SPRINGS CO |
| 179 |
| $8.0M |
| $5K |
| 4 | LAKESIDE BANK LAKESIDE BANK EMPLOYEE SAVINGS AND PROTECTION PLAN | PARK RIDGE IL | 175 | $26.6M | $2K |
