Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Lincoln Macquarie Small Cap Value in their Schedule of Assets, totaling $213K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | COLUMBIA COLLEGE COLUMBIA COLLEGE RETIREMENT SAVINGS PLAN | COLUMBIA MO | 1,156 | $65.4M | $182K |
| 2 | PEACEHEALTH PEACEHEALTH SOUTHWEST MEDICAL CENTER RETIREMENT SAVINGS PLAN | VANCOUVER WA | 3,642 | $343.5M | $26K |
| 3 | COMMUNITY OF HOPE, INC. COMMUNITY OF HOPE 403(B) |
WASHINGTON DC |
| 477 |
| $11.2M |
| $5K |
