Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 35 U.S. retirement plans report holding Prin Blue Chip SA-Z in their Schedule of Assets, totaling $28.4M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | NEWMARK GROUP, INC. NEWMARK 401(K) PLAN | NEW YORK NY | 3,520 | $284.8M | $8.2M |
| 2 | WARD TRANSPORT & LOGISTICS CORP. WARD TRANSPORT & LOGISTICS CORP. 401(K) PROFIT SHARING PLAN | ALTOONA PA | 1,600 | $87.6M | $4.8M |
| 3 | SPAR GROUP, INC SPAR GROUP, INC 401(K) PROFIT SHARING PLAN | AUBURN HILLS MI | 4,703 | $10.4M | $2.2M |
| 4 | HELLO! DESTINATION MANAGEMENT, LLC HELLO! DESTINATION MANAGEMENT SAVINGS PLAN | ORLANDO FL | 321 | $22.7M | $1.9M |
| 5 | QUALITY KING DISTRIBUTORS, INC. QUALITY KING DISTRIBUTORS, INC. 401(K) SAVINGS PLAN | BELLPORT NY | 237 | $27.9M | $1.4M |
| 6 | GEOCON, INCORPORATED GEOCON, INC. 401(K) PROFIT SHARING PLAN | SAN DIEGO CA | 275 | $47.6M | $1.4M |
| 7 | RIVERSIDE MEDICAL CLINIC, INC. RIVERSIDE MEDICAL CLINIC, INC. 401(K) PROFIT-SHARING PLAN | RIVERSIDE CA | 198 | $134.7M | $1.3M |
| 8 | GERTRUDE HAWK BRANDS, INC. GERTRUDE HAWK CHOCOLATES 401(K) PLAN | DUNMORE PA | 420 | $23.9M | $1.2M |
| 9 | DOVEDALE SALES CORP. DOVEDALE SALES CORP. 401(K) PLAN | COMMACK NY | 258 | $16.0M | $1.1M |
| 10 | CAPITOL BROADCASTING COMPANY, INC. CAPITOL BROADCASTING COMPANY, INC RETIREMENT SAVINGS PLAN | RALEIGH NC | 481 | $125.2M | $995K |
