Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Principal Trust Company Principal Lifetime 2070 Separate Account-Z in their Schedule of Assets, totaling $375K 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 | CHALLENGE MFG. HOLDINGS CHALLENGE MFG. COMPANY PROFIT SHARING AND RETIREMENT SAVINGS PLAN | WALKER MI | 2,860 | $90.9M | $369K |
| 2 | CARGOLUX AIRLINES INTERNATIONAL CARGOLUX 401(K) RETIREMENT PLAN | HOUSTON TX | 161 | $24.4M | $7K |
