Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Principal Lifetime 2020 Pooled separate accounts in their Schedule of Assets, totaling $1.5M 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 | MUTH ELECTRIC INC MUTH ELECTRIC, INC. 401(K) RETIREMENT PLAN | MITCHELL SD | 496 | $42.5M | $1.2M |
| 2 | BLUE DOT READI-MIX, LLC BLUE DOT READI-MIX, LLC 401(K) RETIREMENT PLAN | MINT HILL NC | 203 | $8.0M | $301K |
| 3 | WHKS & CO WHKS & CO. SAVINGS PLAN |
MASON CITY IA |
| 141 |
| $23.6M |
| $83K |
