Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Russell Investment Russell LifePoints Balanced Strategy Fund in their Schedule of Assets, totaling $34K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | CARILLON, INC. CARILLON, INC. EMPLOYEE SAVINGS PLAN | LUBBOCK TX | 247 | $979K | $34K |
