Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Principal Life Insurance Company Principal Lifetime Strategic Income Separate Account 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 | DAVIS-MOORE AUTOMOTIVE, INC. DAVIS-MOORE AUTOMOTIVE, INC. SALARY DEFERRAL 401(K) PROFIT SHARING PLAN | WICHITA KS | 167 | $19.8M | $737K |
| 2 | SUMITOMO MACHINERY CORPORATION OF AMERICA SUMITOMO MACHINERY CORPORATION OF AMERICA SAVINGS AND INVESTMENT PLAN | CHESAPEAKE VA | 495 | $70.4M | $635K |
| 3 | HEBCO, INC. |
OKLAHOMA CITY OK |
| 128 |
| $13.8M |
| $191K |
| 4 | BAADER NORTH AMERICA CORPORATION BAADER NORTH AMERICA CORPORATION 401(K) RETIREMENT PLAN | KANSAS CITY KS | 150 | $24.8M | $59K |
| 5 | DEALERON, INC. DEALERON 401(K) PLAN | DERWOOD MD | 492 | $22.2M | $12K |
| 6 | GOTHAM GREENS BUTTERHEAD, LLC GOTHAM GREENS 401(K) | BROOKLYN NY | 578 | $6.9M | $2K |
