Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Associated Trust Company, N.A. Conservative Balanced Lifestage Fund in their Schedule of Assets, totaling $1.7M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | ST. CROIX OF PARK FALLS, LTD. ST. CROIX RETIREMENT SAVINGS PLAN | PARK FALLS WI | 157 | $8.1M | $833K |
| 2 | MERRILL IRON & STEEL, INC. MERRILL STEEL 401(K) PLAN | SCHOFIELD WI | 456 | $39.2M | $498K |
| 3 | V&S MIDWEST CARRIERS, CORP MIDWEST CARRIERS 401K PLAN & TRUST |
KAUKAUNA WI |
| 170 |
| $9.8M |
| $340K |
| 4 | JARP INDUSTRIES, INC. JARP EMPLOYEES RETIREMENT PLAN | SCHOFIELD WI | 158 | $21.5M | $50K |
