Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 115 retirement plans report an interest in this investment, totaling $41.6M in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 2 name variants: Prin SAM Flexible Income Sa-z, Prin SAM Flexible Income SA Z. Counts combine all variants of the same investment.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | HARRINGTON INDUSTRIAL PLASTICS, LLC HARRINGTON INDUSTRIAL PLASTICS 401(K) PLAN | CHINO CA | 988 | $78.5M | $15.7M |
| 2 | BANK ADMINISTRATION INSTITUTE BAI SMART PLAN | CHICAGO IL | 122 | $42.2M | $2.1M |
| 3 | ATLAS DIE, LLC ATLAS DIE, LLC 401(K) RETIREMENT SAVINGS PLAN | ROCHESTER HILLS MI | 48 | $10.7M | $1.7M |
| 4 | THE SPECIALTY MFG. CO. THE SPECIALTY MFG. CO. 401(K) PROFIT SHARING PLAN | SAINT PAUL MN | 224 | $54.0M | $1.4M |
| 5 | HI-LEX HI-LEX EMPLOYEES RETIREMENT SAVINGS PLAN | LITCHFIELD MI | 1,245 | $64.7M | $1.3M |
| 6 | BIGHORN GOLF CLUB BIGHORN GOLF CLUB 401(K) PLAN | PALM DESERT CA | 333 | $19.5M | $1.2M |
| 7 | ROMAN MANUFACTURING, INC. ROMAN MANUFACTURING, INC. EMPLOYEES' INVESTMENT PLAN | GRAND RAPIDS MI | 214 | $20.6M | $1.2M |
| 8 | PREMIER AMERICA CREDIT UNION PREMIER AMERICA RETIREMENT AND SAVINGS PLAN | CHATSWORTH CA | 435 | $55.1M | $1.1M |
| 9 | KOMORI CHAMBON USA CORPORATION KOMORI CHAMBON USA 401(K) RETIREMENT SAVINGS PLAN | ROCHESTER HLS MI | 64 | — | $1.1M |
| 10 | TRUSTEES OF THE IBEW LOCAL UNION NO 271 NECA 401(K)RETIREMENT PLAN IBEW LOCAL UNION 271 NECA 401(K) RETIREMENT PLAN | WICHITA KS | 719 | $170.6M | $870K |
