Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Prin SAM Flexible Income SA-R6 in their Schedule of Assets, totaling $930K 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 | RHETECH, LLC RHETECH, LLC 401(K) SAVINGS PLAN | WHITMORE LAKE MI | 99 | $25.1M | $376K |
| 2 | CH INDUSTRIES, INC. CH INDUSTRIES, INC. 401(K) SAVINGS PLAN | DALLAS TX | 216 | $8.3M | $210K |
| 3 | INDEPENDENT PROJECT ANALYSIS, INC. INDEPENDENT PROJECT ANALYSIS, INC. 401(K) PLAN |
ASHBURN VA |
| 127 |
| $49.1M |
| $139K |
| 4 | CITIZENS BANK OF LAS CRUCES CITIZENS BANK OF LAS CRUCES EMPLOYEE STOCK OWNERSHIP & PROFIT SHARING PLAN | LAS CRUCES NM | 100 | $44.8M | $103K |
| 5 | BIG D OIL CO. BIG D OIL 401(K) PLAN | RAPID CITY SD | 229 | $4.6M | $102K |
