Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Lincoln * LVIP T Rowe Price 2040 Fund Mutual Fund in their Schedule of Assets, totaling $227K 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 | CENTRAL CALIFORNIA LEGAL SERVICES, INC. RETIREMENT PLAN FOR THE EMPLOYEES OF CENTRAL CALIFORNIA LEGAL SERVICES, INC. | FRESNO CA | 99 | $8.0M | $227K |
