Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Lifestrategy Conservative Growth Fund Mutual fund in their Schedule of Assets, totaling $65K 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 | RXBENEFITS, INC. RXBENEFITS, INC. RETIREMENT SAVINGS PLAN | BIRMINGHAM AL | 1,105 | $61.0M | $57K |
| 2 | HOFFMAN MEDIA LLC HOFFMAN MEDIA, LLC 401(K) PLAN | BIRMINGHAM AL | 95 | $4.0M | $9K |
