Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Prin SAM Strat Growth SA-Z in their Schedule of Assets, totaling $26.5M 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 | BOARD OF TRUSTEES OF THE UGSAO RETIREMENT PLAN UGSOA RETIREMENT PLAN | EAST WAREHAM MA | 2,443 | $29.5M | $18.9M |
| 2 | MERCHANTS BONDING MERCHANTS BONDING CO. MUTUAL SAVINGS PLAN | WEST DES MOINES IA | 245 | $58.2M | $4.1M |
| 3 | HEIDENHAIN CORPORATION HEIDENHAIN CORPORATION 401(K) SAVINGS PLAN |
SCHAUMBURG IL |
| 151 |
| $47.9M |
| $1.8M |
| 4 | TRUSTEES-IBEW 661 RETIREMENT PLAN LOCAL NO. 661 RETIREMENT PLAN | HUTCHINSON KS | 238 | $29.6M | $734K |
| 5 | DOLAN'S OF CONCORD/PINOLE DOLAN'S OF CONCORD/PINOLE 401(K) PLAN | PLEASANT HILL CA | 99 | $11.2M | $393K |
| 6 | COMMUNITY HEALTH SYSTEMS, INC. COMMUNITY HEALTH SYSTEMS, INC. 401(K) PLAN | BECKLEY WV | 375 | $43.7M | $295K |
| 7 | TANDIGM HEALTH, LLC TANDIGM HEALTH, LLC 401(K) PLAN | WEST CONSHOHOCKEN PA | 249 | $39.3M | $150K |
| 8 | SOUTHPOINT BANK SOUTHPOINT BANK 401(K) EMPLOYEE STOCK OWNERSHIP PLAN | BIRMINGHAM AL | 128 | $13.0M | $112K |
| 9 | ACOPIA, LLC ACOPIA 401(K) PLAN | GOODLETTSVILLE TN | 124 | $15.5M | $69K |
