Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Principal Life Insurance Company Principal LifeTime Strategic Income Separate Account-Z in their Schedule of Assets, totaling $1.6M 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 | $1.0M |
| 2 | SKYLINE PRODUCTS, INC. SKYLINE PRODUCTS INC PROFIT SHARING PLAN AND TRUST | COLORADO SPRINGS CO | 179 | $8.0M | $282K |
| 3 | LAKESIDE BANK LAKESIDE BANK EMPLOYEE SAVINGS AND PROTECTION PLAN |
PARK RIDGE IL |
| 175 |
| $26.6M |
| $261K |
