Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Principal Principal LifeTime 2020 Separate Account-Z in their Schedule of Assets, totaling $1.5M 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 | BANCO DO BRASIL BANCO DO BRASIL EMPLOYEE RETIREMENT PLAN | ORLANDO FL | 423 | $33.6M | $1.5M |
| 2 | KAIZEN AUTO CARE, LLC KAIZEN AUTO CARE, LLC 401(K) PLAN | SCOTTSDALE AZ | 481 | $7.0M | $2K |
