Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Principal Sam Balanced R3 Portfolio in their Schedule of Assets, totaling $603K 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 | SINAI, SPECIAL NEEDS INSTITUTE SINAI SPECIAL NEEDS INSTITUTE 403(B) PLAN | PARAMUS NJ | 199 | $13.3M | $522K |
| 2 | CHRIS 180, INC. CHRIS 180 INC. 403(B) RETIREMENT PLAN | ATLANTA GA | 319 | $4.8M | $81K |
