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 in their Schedule of Assets, totaling $1.0M 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 | TRANSLOGIC CORPORATION SWISSLOG SAVINGS PLAN FOR SALARIED EMPLOYEES | BROOMFIELD CO | 456 | $102.8M | $881K |
| 2 | WITTENBACH BUSINESS SYSTEMS, LLC WITTENBACH BUSINESS SYSTEMS, LLC 401(K) RETIREMENT PLAN | SPARKS MD | 333 | $28.1M | $85K |
| 3 | SOAPROJECTS, INC. SOAPROJECTS 401(K) PLAN |
MOUNTAIN VIEW CA |
| 102 |
| $13.9M |
| $55K |
| 4 | THE ACADEMY CHARTER SCHOOL THE ACADEMY CHARTER SCHOOL 401(K) PLAN | HEMPSTEAD NY | 811 | $14.1M | $7K |
| 5 | ARCILLA MINING AND LAND COMPANY, LLC ARCILLA 401(K) PLAN | MCINTYRE GA | 263 | $1.5M | $5K |
| 6 | NYC CHARTER HIGH SCHOOL FOR ARCHITECTURE, ENGINEERING & CONSTRUCTION NYC CHARTER HIGH SCHOOL FOR ARCHITECTURE, ENGINEERING & CONSTRUCTION INDUSTRIES 401(K) PLAN | BRONX NY | 143 | $3.0M | $3K |
