Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Principal SAM Conservative Balanced Inst. Portfolio Mutual fund in their Schedule of Assets, totaling $161K 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 | THE ECHO DESIGN GROUP, INC. THE ECHO DESIGN GROUP, INC. 401(K) PLAN | MOONACHIE NJ | 85 | $32.9M | $119K |
| 2 | CHILDREN'S HOME NETWORK CHILDREN'S HOME NETWORK 401(K) PLAN | TAMPA FL | 211 | $3.7M | $42K |
