Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Lifestrategy Growth Fund Mutual fund in their Schedule of Assets, totaling $1.8M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | RXBENEFITS, INC. RXBENEFITS, INC. RETIREMENT SAVINGS PLAN | BIRMINGHAM AL | 1,105 | $61.0M | $1.5M |
| 2 | HOFFMAN MEDIA LLC HOFFMAN MEDIA, LLC 401(K) PLAN | BIRMINGHAM AL | 95 | $4.0M | $222K |
| 3 | GABRIELLA WHITE, LLC GABRIELLA WHITE, LLC 401(K) PLAN |
PELHAM AL |
| 327 |
| $13.4M |
| $91K |
