Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Principal SAM Conservative Balance Separate Account Pooled separate account in their Schedule of Assets, totaling $142K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | INTERPRINT, INC. INTERPRINT, INC. 401(K) PLAN | PITTSFIELD MA | 168 | $21.4M | $142K |