Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Principal Lifetime Strategic Income Pooled separate account in their Schedule of Assets, totaling $1.9M 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 | CENTURY BANK CENTURY BANK 401(K) PLAN | SANTA FE NM | 138 | $24.5M | $566K |
| 2 | ROSENTHAL & ROSENTHAL INC. ROSENTHAL & ROSENTHAL, INC. 401(K) PLAN | NEW YORK NY | 208 | $57.1M | $466K |
| 3 | WALSH TRUCKING COMPANY LTD WALSH TRUCKING COMPANY LTD 401(K) RETIREMENT SALARY SAVINGS |
TROUTDALE OR |
| 520 |
| $13.7M |
| $397K |
| 4 | PLYMOLD CO. PLYMOLD 401(K) SAVINGS PLAN | KENYON MN | 101 | $8.6M | $174K |
| 5 | AMERICAN PHOENIX, INC. AMERICAN PHOENIX, INC. 401(K) RETIREMENT PLAN | EAU CLAIRE WI | 308 | $7.6M | $121K |
| 6 | WESTSTAR MORTGAGE CORPORATION WESTSTAR MORTGAGE CORPORATION 401(K) SAVINGS PLAN | ALBUQUERQUE NM | 114 | $17.3M | $97K |
| 7 | EDWARDS WOOD PRODUCTS EDWARDS WOOD PRODUCTS, INC. 401(K) RETIREMENT PLAN | MARSHVILLE NC | 413 | $16.5M | $65K |
| 8 | FLOATS AND FUEL CELLS FLOATS AND FUEL CELLS 401(K) RETIREMENT PLAN | MEMPHIS TN | 173 | $9.9M | $64K |
