Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Lifestyle Conservative Pooled separate account in their Schedule of Assets, totaling $1.9M 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 | BREWSTER HEIGHTS PACKING & ORCHARDS, LP CHELAN FRESH MARKETING/BHPO LP 401(K) PLAN | BREWSTER WA | 3,375 | $29.9M | $1.1M |
| 2 | PRESBYTERIAN VILLAGE, AUSTELL, INC. PRESBYTERIAN HOMES OF GEORGIA RETIREMENT PLAN | AUSTELL GA | 375 | $5.2M | $458K |
| 3 | MAY TECHNOLOGY & MFG, INC. |
KANSAS CITY MO |
| 112 |
| $8.4M |
| $340K |
| 4 | MELLOY BROTHERS ENTERPRISES, INC. MELLOY BROTHERS ENTERPRISES, INC. 401(K) PLAN AND TRUST | ALBUQUERQUE NM | 407 | $12.5M | $22K |
