Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Lincoln LVIP T. Rowe Price 2040 Fund in their Schedule of Assets, totaling $102K 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 | MID-SOUTH INDEPENDENT SCHOOL BUSINESS OFFICERS, INC. THE INDEPENDENT SCHOOL GROUP RETIREMENT PLAN (MISBO) | MARIETTA GA | 2,981 | $394.8M | $70K |
| 2 | CORNERSTONE MONTGOMERY, INC. CORNERSTONE MONTGOMERY, INC. 403(B) RETIREMENT PLAN | ROCKVILLE MD | 574 | $17.5M | $16K |
| 3 | JOHN MUIR HEALTH |
WALNUT CREEK CA |
| 5,052 |
| $1.4B |
| $11K |
| 4 | UNION HOSPITAL, INC. UNION HEALTH 403(B)RETIREMENT PLAN | TERRE HAUTE IN | 3,369 | $232.8M | $3K |
| 5 | VALLEY HEALTH SYSTEM VALLEY HEALTH SYSTEM EMPLOYEE CONTRIBUTORY 403(B) PLAN | WINCHESTER VA | 6,268 | $542.0M | $1K |
