Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Principal Life Insurance Company Principal Overseas Sep Acct-Z in their Schedule of Assets, totaling $4.7M 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 | CHOICE FINANCIAL GROUP CHOICE FINANCIAL GROUP 401K PLAN | GRAND FORKS ND | 435 | $41.6M | $2.6M |
| 2 | KNOXVILLE TVA EES CREDIT UNION KNOXVILLE TVA EMPLOYEES CREDIT UNION DEFINED BENEFIT PLAN | KNOXVILLE TN | 305 | $41.3M | $1.4M |
| 3 | PURFLUX USA, INC. PURFLUX USA, INC. 401(K) PLAN |
PRICHARD WV |
| 322 |
| $4.6M |
| $556K |
| 4 | COUSINS EMPLOYEES, LLC COUSINS PROPERTIES RETIREMENT SAVINGS PLAN | ATLANTA GA | 324 | $51.1M | $85K |
| 5 | LONGENECKER & ASSOCIATES, INC. LONGENECKER & ASSOCIATES, INC. 401(K) PLAN | LAS VEGAS NV | 142 | $14.0M | $31K |
| 6 | HIREOLOGY, INC. HIREOLOGY, INC. 401(K) PLAN | CHICAGO IL | 175 | $12.7M | $22K |
| 7 | MIKE HOOKS, L.L.C. MIKE HOOKS, L.L.C. 401(K) | WEST LAKE LA | 154 | $6.6M | $8K |
| 8 | LNTELLECTT INC LNTELLECTT INC 401(K) PLAN | ISELIN NJ | 1,330 | $1.3M | $5K |
| 9 | GREATER SHIELD, LLC DBA GROUND SUPPORT SERVICES GROUND SUPPORT SERVICES PREVAILING WAGE PLAN | BROOKLYN NY | 153 | $2.6M | $5K |
