Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Lincoln LVIP Dimensional US Core Equity 1 in their Schedule of Assets, totaling $2.4M 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 | COLUMBIA COLLEGE COLUMBIA COLLEGE RETIREMENT SAVINGS PLAN | COLUMBIA MO | 1,156 | $65.4M | $1.4M |
| 2 | CORNERSTONE MONTGOMERY, INC. CORNERSTONE MONTGOMERY, INC. 403(B) RETIREMENT PLAN | ROCKVILLE MD | 574 | $17.5M | $956K |