Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Lifestyle Fund - Balanced Portfolio in their Schedule of Assets, totaling $5.3M 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 | STAR DISTRIBUTORS INC STAR DISTRIBUTORS, INC. 401(K) SAVINGS PLAN | WEST HAVEN CT | 302 | $36.7M | $3.2M |
| 2 | BRISTOL BAY NATIVE ASSOCIATION BRISTOL BAY NATIVE ASSOCIATION 401(K) PLAN | DILLINGHAM AK | 124 | $9.0M | $2.0M |
