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 LifeTime Strategic Income Sep Account in their Schedule of Assets, totaling $366K 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 | KC ENGINEERING AND LAND SURVEYING, P.C. KC ENGINEERING AND LAND SURVEYING, P.C. PROFIT SHARING 401(K) PLAN | NEW YORK NY | 113 | $24.3M | $366K |
