Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Lincoln Financial Group LVIP Baron Growth Opportunities in their Schedule of Assets, totaling $139K 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 | PARTNERS IN DEVELOPMENT FOUNDATION 403(B) THRIFT PLAN OF PARTNERS IN DEVELOPMENT FOUNDATION | HONOLULU HI | 232 | $13.5M | $136K |
| 2 | SHENANDOAH VALLEY MEDICAL SYSTEM INC. SHENANDOAH VALLEY MEDICAL SYSTEM INC. RETIREMENT PLAN | MARTINSBURG WV | 300 | $16.2M | $3K |
