Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Conservative Balanced Lifestage Fund in their Schedule of Assets, totaling $1.6M 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 | ACP CREATIVIT, LLC ACP CREATIVIT, LLC 401(K) PLAN | BUFFALO GROVE IL | 332 | $33.2M | $1.4M |
| 2 | BADGER UTILITY HOLDINGS, LLC BADGER UTILITY HOLDINGS, LLC 401(K) PROFIT SHARING PLAN | MADISON WI | 163 | $16.2M | $158K |
