Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Aggressive Growth Lifestyle* in their Schedule of Assets, totaling $604K 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 | LOYOLA UNIVERSITY OF CHICAGO ATTN BENEFITS DEPARTMENT LOYOLA UNIVERSITY CHICAGO DEFINED CONTRIBUTION RETIREMENT PLAN | CHICAGO IL | 2,890 | $1.2B | $293K |
| 2 | ANMED HEALTH ANMED HEALTH RETIREMENT SAVINGS PLAN | ANDERSON SC | 3,869 | $237.0M | $129K |
| 3 | UNIVERSITY MEDICAL SERVICE ASSOCIATION, INC. |
TAMPA FL |
| 0 |
| $40.9M |
| $81K |
| 4 | HOSPICE OF DAVIDSON COUNTY, NO 403(B) THRIFT PLAN FOR HOSPICE OF DAVIDSON COUNTY, NORTH CAROLINA, INC. | LEXINGTON NC | 117 | $6.9M | $30K |
| 5 | MAYO CLINIC MAYO 403(B) PLAN | ROCHESTER MN | 87,000 | $12.8B | $24K |
| 6 | THE VARIABLE ANNUITY LIFE INSURANCE COMPANY VALIC AGENTS AND MANAGERS RETIREMENT PLAN | HOUSTON TX | 85 | $17.2M | $21K |
| 7 | ADENA HEALTH SYSTEM ADENA HEALTH SYSTEM TAX DEFERRED ANNUITY/MATCHED SAVINGS PLAN | CHILLICOTHE OH | 4,838 | $240.5M | $10K |
| 8 | NEW ENGLAND CONSERVATORY NEW ENGLAND CONSERVATORY OF MUSIC 403(B) PLAN | BOSTON MA | 604 | $78.3M | $9K |
| 9 | MEDCURA HEALTH, INC. 403(B) PLAN MEDCURA HEALTH, INC. 403(B) PLAN | STONE MOUNTAIN GA | 160 | $3.8M | $6K |
| 10 | DIRECTIONS FOR MENTAL HEALTH, 403(B) THRIFT PLAN FOR EMPLOYEES OF DIRECTIONS FOR MENTAL HEALTH, INC. | CLEARWATER FL | 384 | $3.8M | $1K |
