Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 129 retirement plans report an interest in this investment, totaling $223.0M in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 2 name variants: Prin SAM Balanced SEP Acct-z, Prin SAM Balanced SEP Acct Z. Counts combine all variants of the same investment.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | HYPERTHERM, INC. HYPERTHERM ASSOCIATE STOCK OWNERSHIP PLAN | HANOVER NH | 1,450 | $1.1B | $98.3M |
| 2 | THE SPECIALTY MFG. CO. THE SPECIALTY MFG. CO. 401(K) PROFIT SHARING PLAN | SAINT PAUL MN | 224 | $54.0M | $10.4M |
| 3 | PREIN & NEWHOF PREIN&NEWHOF, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST | GRAND RAPIDS MI | 154 | $59.8M | $7.8M |
| 4 | PREMIER AMERICA CREDIT UNION PREMIER AMERICA RETIREMENT AND SAVINGS PLAN | CHATSWORTH CA | 435 | $55.1M | $6.2M |
| 5 | HYPERTHERM, INC. HYPERTHERM, INC. RETIREMENT SAVINGS PLAN | HANOVER NH | 1,533 | $297.5M | $5.9M |
| 6 | ROMAN MANUFACTURING, INC. ROMAN MANUFACTURING, INC. EMPLOYEES' INVESTMENT PLAN | GRAND RAPIDS MI | 214 | $20.6M | $4.8M |
| 7 | INDUSTRIAL DIELECTRICS, INC. INDUSTRIAL DIELECTRICS, INC. 401(K) PROFIT SHARING AND SAVINGS PLAN | NOBLESVILLE IN | 122 | $52.0M | $4.5M |
| 8 | BANK ADMINISTRATION INSTITUTE BAI SMART PLAN | CHICAGO IL | 122 | $42.2M | $4.4M |
| 9 | CORPAY, INC. CORPAY, INC. 401(K) SAVINGS PLAN | COVINGTON LA | 4,269 | $275.0M | $4.2M |
| 10 | HARRINGTON INDUSTRIAL PLASTICS, LLC HARRINGTON INDUSTRIAL PLASTICS 401(K) PLAN | CHINO CA | 988 | $78.5M | $4.0M |
