Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Principal Lifetime 2070 Pooled Separate Account in their Schedule of Assets, totaling $468K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | CAREOREGON, INC. CAREOREGON, INC. 401(K) PLAN | PORTLAND OR | 1,582 | $187.9M | $404K |
| 2 | MACHINE SERVICE, INC. MACHINE SERVICE, INC. PROFIT SHARING PLAN | GREEN BAY WI | 162 | $26.1M | $28K |
| 3 | R.J. ZAVORAL & SONS, INC. R.J. ZAVORAL & SONS, INC. RETIREMENT PLAN |
EAST GRAND FORKS MN |
| 202 |
| $22.4M |
| $26K |
| 4 | E SOURCE COMPANIES, LLC E SOURCE 401(K) PLAN | BOULDER CO | 308 | $25.0M | $7K |
| 5 | ROSENTHAL & ROSENTHAL INC. ROSENTHAL & ROSENTHAL, INC. 401(K) PLAN | NEW YORK NY | 208 | $57.1M | $3K |
