Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Prin SAM Flexible Income SA-Z in their Schedule of Assets, totaling $8.3M 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 | $2.7M |
| 2 | HEIDENHAIN CORPORATION HEIDENHAIN CORPORATION 401(K) SAVINGS PLAN | SCHAUMBURG IL | 151 | $47.9M | $2.6M |
| 3 | ACOPIA, LLC ACOPIA 401(K) PLAN |
GOODLETTSVILLE TN |
| 124 |
| $15.5M |
| $1.6M |
| 4 | SPAR GROUP, INC SPAR GROUP, INC 401(K) PROFIT SHARING PLAN | AUBURN HILLS MI | 4,703 | $10.4M | $956K |
| 5 | TANDIGM HEALTH, LLC TANDIGM HEALTH, LLC 401(K) PLAN | WEST CONSHOHOCKEN PA | 249 | $39.3M | $146K |
| 6 | SOUTHPOINT BANK SOUTHPOINT BANK 401(K) EMPLOYEE STOCK OWNERSHIP PLAN | BIRMINGHAM AL | 128 | $13.0M | $135K |
| 7 | BOARD OF TRUSTEES OF THE UGSAO RETIREMENT PLAN UGSOA RETIREMENT PLAN | EAST WAREHAM MA | 2,443 | $29.5M | $118K |
| 8 | COMMUNITY HEALTH SYSTEMS, INC. COMMUNITY HEALTH SYSTEMS, INC. 401(K) PLAN | BECKLEY WV | 375 | $43.7M | $5K |
