Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Russell Investments LifePoints Balanced Strategy Fund Class R1 Mutual fund in their Schedule of Assets, totaling $48K 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 | SURFACE MOUNT TECHNOLOGY CORPORATION SURFACE MOUNT TECHNOLOGY CORPORATION 401K PLAN AND TRUST | APPLETON WI | 165 | $6.0M | $48K |
