Thanks. As far as I know, all (or most) of the SBSARs are procedural, and take up very little space on disk. For example, my "EnergyResearchStripedWall.sbsar" is only 5KB on the disk, but is 42.7 MB in my build.
The "paint_matte.sbsar" substance is 3KB on disk, and 21 MB in my build. This is an SBSAR I got from Substance Source, so I don't have control over its settings, but it doesn't appear to be using an underlying bitmap.
Is there possibly a build option I've accidentally enabled that pre-generated SBSAR output textures as includes them in the build, rather than waiting to generate the textures at runtime?