Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Principal Lifetime 2040 Sep Acct-Z Pooled separate accounts in their Schedule of Assets, totaling $3.0M 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 | INVESTAR HOLDING CORPORATION INVESTAR HOLDING CORPORATION 401(K) PLAN | BATON ROUGE LA | 311 | $26.7M | $2.5M |
| 2 | EPC POWER CORP. EPC POWER 401(K) PLAN | POWAY CA | 234 | $7.6M | $554K |
