Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Trustee Lifestyle Aggressive Fund " in their Schedule of Assets, totaling $2.5M 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 | ST. MARY'S BANK ST. MARY'S BANK 401(K) PLAN | MANCHESTER NH | 299 | $23.8M | $1.7M |
| 2 | WHITEFISH CREDIT UNION ASSOCIATION WHITEFISH CREDIT UNION ASSOCIATION EMPLOYEE 401(K) PLAN | WHITEFISH MT | 216 | $11.4M | $439K |
| 3 | WHITEFISH CREDIT UNION ASSOCIATION WHITEFISH CREDIT UNION ASSOCIATION EMPLOYEES' PENSION PLAN |
WHITEFISH MT |
| 177 |
| $8.6M |
| $355K |
