Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Prin Inflation Protect SA-Z in their Schedule of Assets, totaling $4.2M 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 | FORT HEALTHCARE, INC. FORT HEALTHCARE, INC. SAVINGS PLAN | FORT ATKINSON WI | 823 | $129.3M | $3.5M |
| 2 | N.A. MANS & SONS, INC. N.A. MANS & SONS INC. 401(K) PLAN | TRENTON MI | 245 | $28.6M | $308K |
| 3 | TANDIGM HEALTH, LLC TANDIGM HEALTH, LLC 401(K) PLAN |
WEST CONSHOHOCKEN PA |
| 249 |
| $39.3M |
| $278K |
| 4 | FINANCIAL PLUS CREDIT UNION FINANCIAL PLUS CREDIT UNION RETIREMENT PLAN | FLINT MI | 260 | $30.4M | $119K |
| 5 | OILES AMERICA CORPORATION OILES AMERICA CORPORATION RETIREMENT PLAN | CONCORD NC | 128 | $12.3M | $27K |
