Prin SAM Cons Balanced Sa-z
Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 122 retirement plans report an interest in this investment, totaling $55.4M in reported end-of-year interest. Plans are ranked by reported interest.
Plans holding
122
Reported interest (EOY)
$55.4M
Data source
DOL Form 5500 · Schedule D
Reported on Schedule D under 2 name variants: Prin SAM Cons Balanced Sa-z, Prin SAM Cons Balanced SA Z. Counts combine all variants of the same investment.
Plans holding Prin SAM Cons Balanced Sa-zranked by reported interest
Unlock full list (Pro)| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | BOARD OF TRUSTEES OF THE UGSAO RETIREMENT PLAN UGSOA RETIREMENT PLAN | EAST WAREHAM MA | 2,443 | $29.5M | $18.9M |
| 2 | THE SPECIALTY MFG. CO. THE SPECIALTY MFG. CO. 401(K) PROFIT SHARING PLAN | SAINT PAUL MN | 224 | $54.0M | $4.6M |
| 3 | EVERETT GRAPHICS, INC. EVERETT GRAPHICS, INC. SALARY DEFERRAL & PROFIT SHARING PLAN | OAKLAND CA | 100 | $10.5M | $2.4M |
| 4 | HARRINGTON INDUSTRIAL PLASTICS, LLC HARRINGTON INDUSTRIAL PLASTICS 401(K) PLAN | CHINO CA | 988 | $78.5M | $1.9M |
| 5 | INDUSTRIAL DIELECTRICS, INC. INDUSTRIAL DIELECTRICS, INC. 401(K) PROFIT SHARING AND SAVINGS PLAN | NOBLESVILLE IN | 122 | $52.0M | $1.8M |
| 6 | ALPHA INDUSTRIES MANAGEMENT, INC. ALPHA INDUSTRIES MANAGEMENT, INC. 401(K) PLAN | PAMPANO BEACH FL | 810 | $56.8M | $1.8M |
| 7 | BANK ADMINISTRATION INSTITUTE BAI SMART PLAN | CHICAGO IL | 122 | $42.2M | $1.4M |
| 8 | ROMAN MANUFACTURING, INC. ROMAN MANUFACTURING, INC. EMPLOYEES' INVESTMENT PLAN | GRAND RAPIDS MI | 214 | $20.6M | $1.1M |
| 9 | UNITED NETWORK FOR ORGAN SHARING UNITED NETWORK FOR ORGAN SHARING 401(K) RETIREMENT PLAN | RICHMOND VA | 452 | $117.5M | $1.0M |
| 10 | ROKI AMERICA CO., LTD ROKI AMERICA CO., LTD. 401(K) RETIREMENT PLAN | FINDLAY OH | 227 | $13.1M | $978K |
See all 122 plans holding Prin SAM Cons Balanced Sa-z
You’re seeing the top 10. Pro unlocks the full ranked list — every plan reporting this investment, with sponsor contacts — for $49/mo.
Upgrade to Pro