Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Prin SAM Balanced Sep Acct-R6 in their Schedule of Assets, totaling $3.7M 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 | CITIZENS BANK OF LAS CRUCES CITIZENS BANK OF LAS CRUCES EMPLOYEE STOCK OWNERSHIP & PROFIT SHARING PLAN | LAS CRUCES NM | 100 | $44.8M | $1.4M |
| 2 | INDEPENDENT PROJECT ANALYSIS, INC. INDEPENDENT PROJECT ANALYSIS, INC. 401(K) PLAN | ASHBURN VA | 127 | $49.1M | $1.4M |
| 3 | CH INDUSTRIES, INC. |
DALLAS TX |
| 216 |
| $8.3M |
| $528K |
| 4 | RHETECH, LLC RHETECH, LLC 401(K) SAVINGS PLAN | WHITMORE LAKE MI | 99 | $25.1M | $248K |
| 5 | SPARTANBURG DODGE, INC. BROWN AUTOMOTIVE RETIREMENT SAVINGS PLAN | SPARTANBURG SC | 228 | $10.4M | $126K |
