Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Lincoln LVIP Macquarie Bond in their Schedule of Assets, totaling $370K 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 | JOHN MUIR HEALTH JOHN MUIR HEALTH 403B PLAN | WALNUT CREEK CA | 5,052 | $1.4B | $255K |
| 2 | MID-SOUTH INDEPENDENT SCHOOL BUSINESS OFFICERS, INC. THE INDEPENDENT SCHOOL GROUP RETIREMENT PLAN (MISBO) | MARIETTA GA | 2,981 | $394.8M | $30K |
| 3 | CORNERSTONE MONTGOMERY, INC. CORNERSTONE MONTGOMERY, INC. 403(B) RETIREMENT PLAN |
ROCKVILLE MD |
| 574 |
| $17.5M |
| $28K |
| 4 | UNION HOSPITAL, INC. UNION HEALTH 403(B)RETIREMENT PLAN | TERRE HAUTE IN | 3,369 | $232.8M | $25K |
| 5 | PEACEHEALTH PEACEHEALTH SOUTHWEST MEDICAL CENTER RETIREMENT SAVINGS PLAN | VANCOUVER WA | 3,642 | $343.5M | $20K |
| 6 | INDEPENDENT COLLEGES OF INDIANA ASSOCIATION, INC ICI MULTIPLE EMPLOYER PLAN | INDIANAPOLIS IN | 2,971 | $480.6M | $10K |
| 7 | BARTLETT LEARNING CENTER, INC. BARTLETT LEARNING CENTER, INC. DEFINED CONTRIBUTION RETIREMENT PLAN | WHEATON IL | 105 | $3.9M | $1K |
