Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Principal Lifetime Strategic Income Fund Pooled separate accounts in their Schedule of Assets, totaling $537K 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 | KERN OIL & REFINING CO. KERN OIL & REFINING CO. PROFIT SHARING PLAN | BAKERSFIELD CA | 181 | $25.9M | $474K |
| 2 | WHKS & CO WHKS & CO. SAVINGS PLAN | MASON CITY IA | 141 | $23.6M | $63K |
