Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Prin SAM Balanced Sep Acct-Z in their Schedule of Assets, totaling $4.7M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | MERCHANTS BONDING MERCHANTS BONDING CO. MUTUAL SAVINGS PLAN | WEST DES MOINES IA | 245 | $58.2M | $1.9M |
| 2 | HEIDENHAIN CORPORATION HEIDENHAIN CORPORATION 401(K) SAVINGS PLAN | SCHAUMBURG IL | 151 | $47.9M | $1.8M |
| 3 | BOARD OF TRUSTEES OF THE UGSAO RETIREMENT PLAN UGSOA RETIREMENT PLAN |
EAST WAREHAM MA |
| 2,443 |
| $29.5M |
| $333K |
| 4 | ACOPIA, LLC ACOPIA 401(K) PLAN | GOODLETTSVILLE TN | 124 | $15.5M | $304K |
| 5 | TRUSTEES-IBEW 661 RETIREMENT PLAN LOCAL NO. 661 RETIREMENT PLAN | HUTCHINSON KS | 238 | $29.6M | $213K |
| 6 | TANDIGM HEALTH, LLC TANDIGM HEALTH, LLC 401(K) PLAN | WEST CONSHOHOCKEN PA | 249 | $39.3M | $55K |
| 7 | SOUTHPOINT BANK SOUTHPOINT BANK 401(K) EMPLOYEE STOCK OWNERSHIP PLAN | BIRMINGHAM AL | 128 | $13.0M | $31K |
| 8 | COMMUNITY HEALTH SYSTEMS, INC. COMMUNITY HEALTH SYSTEMS, INC. 401(K) PLAN | BECKLEY WV | 375 | $43.7M | $26K |
