Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Principal Lifetime Strategic Income Separate Account Pooled Separate Account in their Schedule of Assets, totaling $154K 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 | GUHRING, INC. GUHRING, INC. SALARY SAVINGS PLAN | BROOKFIELD WI | 331 | $56.9M | $95K |
| 2 | NAPLES CENTER FOR DERMATOLOGY AND COSMETIC SURGERY AQUA DERMATOLOGY 401(K) PROFIT SHARING PLAN | FORT MYERS FL | 1,598 | $55.5M | $36K |
| 3 | LRN CORPORATION LRN CORPORATION RETIREMENT PLAN |
NEW YORK NY |
| 86 |
| $23.8M |
| $13K |
| 4 | C&TDG MANAGEMENT LLC DBA OAK DENTAL PARTNERS C&TDG MANAGEMENT 401(K) PLAN | ALPHARETTA GA | 975 | $20.4M | $10K |
