Form 5500 Search

Prin SAM Balanced SEP ACCT-R6

Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 45 retirement plans report an interest in this investment, totaling $23.0M in reported end-of-year interest. Plans are ranked by reported interest.

Plans holding
45
Reported interest (EOY)
$23.0M
Data source
DOL Form 5500 · Schedule D

Plans holding Prin SAM Balanced SEP ACCT-R6ranked by reported interest

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#Sponsor / PlanLocationParticipantsPlan assets (EOY)Reported interest
1PLANMECA USA, INC.
PLANMECA USA, INC. AND PLANMED 401(K) PLAN
HOFFMAN ESTATES
IL
242$23.2M$8.7M
2CITIZENS BANK OF LAS CRUCES
CITIZENS BANK OF LAS CRUCES EMPLOYEE STOCK OWNERSHIP & PROFIT SHARING PLAN
LAS CRUCES
NM
100$44.8M$2.2M
3ALBINA HEAD START INCORPORATED
ALBINA HEAD START PENSION PLAN
PORTLAND
OR
207$5.2M$1.8M
4INDEPENDENT PROJECT ANALYSIS, INC.
INDEPENDENT PROJECT ANALYSIS, INC. 401(K) PLAN
ASHBURN
VA
123$50.2M$1.3M
5COLLINSON, INC
COLLINSON, INC. 401(K) PROFIT SHARING PLAN
PLANO
TX
156$11.7M$917K
6PROPONENT, INC.
PROPONENT 401(K) RETIREMENT SAVINGS PLAN
BREA
CA
410$18.7M$794K
7BURNETTE FOODS, INC.
BURNETTE FOODS, INC. 401(K) PLAN
ELK RAPIDS
MI
315$15.5M$794K
8COMFORT CONTROL SUPPLY CO., INC.
COMFORT CONTROL SUPPLY CO., INC. 401(K) RETIREMENT SAVINGS PLAN
MUSKEGON
MI
189$10.8M$715K
9ELLIJAY TELEPHONE COMPANY
ELLIJAY TELEPHONE COMPANY PROFIT SHARING PLAN
ELLIJAY
GA
155$48.2M$592K
10ASGARD AUTOMOTIVE, INC.
PRIORITY RICHMOND GROUP 401(K) & PROFIT SHARING PLAN
CHESTER
VA
232$5.5M$531K
See all 45 plans holding Prin SAM Balanced SEP ACCT-R6
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