Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Principal Lifetime Strategic Income Separate Account-Z in their Schedule of Assets, totaling $210K 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 | E-TIMES CORPORATION E-TIMES CORPORATION 401(K) PLAN | EL SEGUNDO CA | 101 | $49.7M | $133K |
| 2 | BROOKSHIRE BROTHERS, INC. BROOKSHIRE BROTHERS KSOP | LUFKIN TX | 3,030 | $134.4M | $77K |
| 3 | COLORADO EARLY EDUCATION NETWORK CEEN 401(K) PLAN |
| 126 |
| $1.7M |
| $282 |
