Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 30 U.S. retirement plans report holding Prin Fin Grp, Inc. Stock SA-R6 in their Schedule of Assets, totaling $29.5M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | W. M. JORDAN COMPANY, INC. W.M. JORDAN COMPANY, INC. PROFIT SHARING/401(K) PLAN | NEWPORT NEWS VA | 309 | $64.0M | $6.7M |
| 2 | IVOCLAR VIVADENT, INC. IVOCLAR VIVADENT, INC. 401(K) RETIREMENT PLAN | AMHERST NY | 494 | $114.2M | $3.1M |
| 3 | JULIUS ZORN, INC. JULIUS ZORN SAVINGS PLAN |
CUYAHOGA FALLS OH |
| 160 |
| $11.0M |
| $2.8M |
| 4 | FORT HEALTHCARE, INC. FORT HEALTHCARE, INC. SAVINGS PLAN | FORT ATKINSON WI | 823 | $129.3M | $2.6M |
| 5 | DNP IMAGINGCOMM AMERICA CORPORATION DNP GROUP 401(K) RETIREMENT SAVINGS PLAN | CONCORD NC | 535 | $62.4M | $2.4M |
| 6 | MERCHANTS BONDING MERCHANTS BONDING CO. MUTUAL SAVINGS PLAN | WEST DES MOINES IA | 245 | $58.2M | $1.9M |
| 7 | HIGH COMPANY LLC HIGH COMPANY LLC RETIREMENT SAVINGS PLAN | LANCASTER PA | 1,944 | $292.2M | $1.4M |
| 8 | CLARK & ENERSEN, INC. CLARK & ENERSEN, INC. RETIREMENT PLAN | LINCOLN NE | 181 | $36.2M | $1.2M |
| 9 | SBE2, LLC SBE2 401K PLAN | MORGAN CITY LA | 295 | $7.5M | $927K |
| 10 | EGLIN FEDERAL CREDIT UNION EGLIN FEDERAL CREDIT UNION 401(K) RETIREMENT PLAN | FT WALTON BEACH FL | 393 | $28.7M | $857K |
