Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Principal LifeTime Strategic Income Separate Account-R5 Pooled separate account (1) in their Schedule of Assets, totaling $158K 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 | THE TRI-M GROUP, L.L.C. THE TRI-M GROUP, L.L.C. 401(K) SAVINGS & INVESTMENT PLAN | KENNETT SQUARE PA | 499 | $72.8M | $158K |
