Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Lincoln LVIP Macquarie Value Series in their Schedule of Assets, totaling $573K 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 | $410K |
| 2 | VALLEY HEALTH SYSTEM VALLEY HEALTH SYSTEM EMPLOYEE CONTRIBUTORY 403(B) PLAN | WINCHESTER VA | 6,268 | $542.0M | $129K |
| 3 | MID-SOUTH INDEPENDENT SCHOOL BUSINESS OFFICERS, INC. THE INDEPENDENT SCHOOL GROUP RETIREMENT PLAN (MISBO) |
MARIETTA GA |
| 2,981 |
| $394.8M |
| $32K |
| 4 | COMMUNITY OF HOPE, INC. COMMUNITY OF HOPE 403(B) | WASHINGTON DC | 477 | $11.2M | $2K |
