Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Trustee Lifestyle Moderate Fund " in their Schedule of Assets, totaling $932K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | WHITEFISH CREDIT UNION ASSOCIATION WHITEFISH CREDIT UNION ASSOCIATION EMPLOYEE 401(K) PLAN | WHITEFISH MT | 216 | $11.4M | $412K |
| 2 | ST. MARY'S BANK ST. MARY'S BANK 401(K) PLAN | MANCHESTER NH | 299 | $23.8M | $403K |
| 3 | WHITEFISH CREDIT UNION ASSOCIATION WHITEFISH CREDIT UNION ASSOCIATION EMPLOYEES' PENSION PLAN |
WHITEFISH MT |
| 177 |
| $8.6M |
| $117K |
