Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Prin LargeCap Value III SA-Z in their Schedule of Assets, totaling $7.0M 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 | N.A. MANS & SONS, INC. N.A. MANS & SONS INC. 401(K) PLAN | TRENTON MI | 245 | $28.6M | $4.9M |
| 2 | FINANCIAL PLUS CREDIT UNION FINANCIAL PLUS CREDIT UNION RETIREMENT PLAN | FLINT MI | 260 | $30.4M | $685K |
| 3 | ARCADIA BLUFFS, L.L.C. ARCADIA BLUFFS 401(K) PLAN |
GRAND RAPIDS MI |
| 440 |
| $11.3M |
| $380K |
| 4 | NATIONAL ASSOCIATION OF SOCIAL WORKERS, INC. N.A.S.W. EMPLOYEES 401(K) BENEFIT PLAN | WASHINGTON DC | 210 | $22.3M | $369K |
| 5 | US SIGNAL COMPANY US SIGNAL COMPANY 401(K) PLAN | GRAND RAPIDS MI | 439 | $29.3M | $349K |
| 6 | GUARDIAN FUELING TECHNOLOGIES LLC GUARDIAN FUELING TECHNOLOGIES, LLC 401(K) PLAN | JACKSONVILLE FL | 677 | $26.7M | $129K |
| 7 | OILES AMERICA CORPORATION OILES AMERICA CORPORATION RETIREMENT PLAN | CONCORD NC | 128 | $12.3M | $108K |
| 8 | GOLDENWEST DIAMOND CORPORATION GOLDENWEST DIAMOND CORPORATION 401(K) PLAN | TUSTIN CA | 167 | $8.7M | $65K |
