Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Prin SAM Cons Growth SA-Z in their Schedule of Assets, totaling $5.3M 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 | HEIDENHAIN CORPORATION HEIDENHAIN CORPORATION 401(K) SAVINGS PLAN | SCHAUMBURG IL | 151 | $47.9M | $2.9M |
| 2 | MERCHANTS BONDING MERCHANTS BONDING CO. MUTUAL SAVINGS PLAN | WEST DES MOINES IA | 245 | $58.2M | $1.0M |
| 3 | TRUSTEES-IBEW 661 RETIREMENT PLAN LOCAL NO. 661 RETIREMENT PLAN |
HUTCHINSON KS |
| 238 |
| $29.6M |
| $802K |
| 4 | BOARD OF TRUSTEES OF THE UGSAO RETIREMENT PLAN UGSOA RETIREMENT PLAN | EAST WAREHAM MA | 2,443 | $29.5M | $373K |
| 5 | ACOPIA, LLC ACOPIA 401(K) PLAN | GOODLETTSVILLE TN | 124 | $15.5M | $153K |
| 6 | SOUTHPOINT BANK SOUTHPOINT BANK 401(K) EMPLOYEE STOCK OWNERSHIP PLAN | BIRMINGHAM AL | 128 | $13.0M | $69K |
| 7 | WOODMONT PROPERTIES LLC WOODMONT PROPERTIES LLC 401(K) PROFIT SHARING PLAN AND TRUST | FAIRFIELD NJ | 149 | $9.3M | $14K |
