Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding SAM Conser Bal Sep Acct Pooled Separate Account in their Schedule of Assets, totaling $1.2M 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 | ALBINA HEAD START INCORPORATED ALBINA HEAD START PENSION PLAN | PORTLAND OR | 207 | $5.2M | $1.1M |
| 2 | THINK SMALL THINK SMALL 401(K) PLAN | ST. PAUL MN | 100 | $5.5M | $182K |
