Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Associated Trust Company Conservative Balanced Lifestage Fund # in their Schedule of Assets, totaling $2.5M 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 | POWER TEST, LLC POWER TEST, LLC 401(K) RETIREMENT SAVINGS PLAN | SUSSEX WI | 130 | $16.2M | $1.7M |
| 2 | SENTRY EQUIPMENT CORP. SENTRY EQUIPMENT CORP. 401(K) PLAN | OCONOMOWOC WI | 203 | $32.3M | $512K |
| 3 | BERGSTROM CORPORATION, INC. BERGSTROM CORPORATION 401(K) PLAN |
NEENAH WI |
| 2,227 |
| $105.9M |
| $329K |
| 4 | IMPERIAL INDUSTRIES, INC. IMPERIAL INDUSTRIES/INDUSTRIAL TANK RETIREMENT & SAVINGS PLAN | ROTHSCHILD WI | 265 | $26.5M | $3K |
