Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding SAM Conser Bal Sep Acct+ Pooled Separate Accounts in their Schedule of Assets, totaling $183K 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 | SATO AMERICA, LLC SATO AMERICA, LLC 401(K) PLAN | CHARLOTTE NC | 239 | $27.7M | $183K |
