Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding Principal Lifetime 2070 Separate Account Pooled separate account in their Schedule of Assets, totaling $93K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | PRIMED MANAGEMENT CONSULTING SERVICES, INC. PRIMED MANAGEMENT CONSULTING SERVICES, INC. 401(K) PLAN | SAN RAMON CA | 672 | $148.6M | $18K |
| 2 | NAPLES CENTER FOR DERMATOLOGY AND COSMETIC SURGERY AQUA DERMATOLOGY 401(K) PROFIT SHARING PLAN | FORT MYERS FL | 1,598 | $55.5M | $15K |
| 3 | US AUTO TRUST NEWPORT BEACH, LLC DBA ASTON MARTIN NEWPORT BEACH |
LOS ANGELES CA |
| 344 |
| $12.6M |
| $14K |
| 4 | HORWITH TRUCKS, INC. HORWITH TRUCKS, INC. 401(K) RETIREMENT PLAN | NORTHAMPTON PA | 148 | $14.8M | $10K |
| 5 | MILLER INSULATION CO., INC. MILLER INSULATION CO., INC. 401(K) PLAN | BISMARCK ND | 326 | $24.0M | $8K |
| 6 | METALCRAFT, INC. METALCRAFT, INC. EMPLOYEES' PROFIT SHARING AND SAVINGS PLAN | MASON CITY IA | 110 | $11.1M | $8K |
| 7 | KERR MACHINE CO DBA KERR PUMPS KERR PUMPS 401(K) RETIREMENT PLAN | SULPHUR OK | 374 | $8.2M | $6K |
| 8 | C&TDG MANAGEMENT LLC DBA OAK DENTAL PARTNERS C&TDG MANAGEMENT 401(K) PLAN | ALPHARETTA GA | 975 | $20.4M | $5K |
| 9 | 1ST PET VETERINARY CENTERS, INC. 1ST PET VETERINARY CENTERS 401(K) PROFIT SHARING PLAN | CHANDLER AZ | 199 | $4.3M | $4K |
| 10 | LRN CORPORATION LRN CORPORATION RETIREMENT PLAN | NEW YORK NY | 86 | $23.8M | $3K |
