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. Growth Balanced Lifestage Fund in their Schedule of Assets, totaling $5.8M 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 | V&S MIDWEST CARRIERS, CORP MIDWEST CARRIERS 401K PLAN & TRUST | KAUKAUNA WI | 170 | $9.8M | $2.1M |
| 2 | JARP INDUSTRIES, INC. JARP EMPLOYEES RETIREMENT PLAN | SCHOFIELD WI | 158 | $21.5M | $1.8M |
| 3 | MERRILL IRON & STEEL, INC. MERRILL STEEL 401(K) PLAN |
SCHOFIELD WI |
| 456 |
| $39.2M |
| $1.0M |
| 4 | ST. CROIX OF PARK FALLS, LTD. ST. CROIX RETIREMENT SAVINGS PLAN | PARK FALLS WI | 157 | $8.1M | $815K |
