Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 18 U.S. retirement plans report holding Principal Overseas Sep Acct-Z in their Schedule of Assets, totaling $36.4M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | ACNB BANK GROUP PENSION PLAN FOR EMPLOYEES OF ACNB BANK | GETTYSBURG PA | 53 | $46.4M | $12.6M |
| 2 | FIRST COMMUNITY BANKSHARES, INC. FIRST COMMUNITY BANKSHARES, INC. EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN | BLUEFIELD VA | 596 | $80.7M | $11.1M |
| 3 | OST, INC. OST, INC. 401(K) PROFIT SHARING PLAN |
MCLEAN VA |
| 423 |
| $36.5M |
| $2.2M |
| 4 | GEOCON, INCORPORATED GEOCON, INC. 401(K) PROFIT SHARING PLAN | SAN DIEGO CA | 275 | $47.6M | $1.9M |
| 5 | STEARNS FINANCIAL SERVICES, INC. STEARNS FINANCIAL SERVICES, INC. 401(K) PLAN AND TRUST | ST. CLOUD MN | 488 | $37.2M | $1.8M |
| 6 | EDEN HOUSING, INC. EDEN HOUSING, INC. 401(K) PROFIT SHARING PLAN | HAYWARD CA | 524 | $34.4M | $1.7M |
| 7 | NATIONAL ASSOCIATION OF SOCIAL WORKERS, INC. N.A.S.W. EMPLOYEES 401(K) BENEFIT PLAN | WASHINGTON DC | 210 | $22.3M | $1.1M |
| 8 | FLEXCARE LLC DBA FLEXCARE MEDICAL STAFFING FLEXCARE LLC 401(K) PLAN | ROSEVILLE CA | 1,455 | $17.7M | $1.0M |
| 9 | WHAT IF MEDIA GROUP, LLC WHAT IF MEDIA GROUP, LLC PROFIT SHARING PLAN | FORT LEE NJ | 157 | $15.7M | $649K |
| 10 | KELLOGG COMMUNITY CREDIT UNION KELLOGG COMMUNITY CREDIT UNION 401K SAVINGS PLAN | BATTLE CREEK MI | 161 | $13.8M | $643K |
