Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Lincoln National Life DFA US Small Cap Prt Inst SA7L in their Schedule of Assets, totaling $27K 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 | SSMG, LLC SSMG 401(K) PROFIT SHARING PLAN AND TRUST | SUWANEE GA | 1,027 | $2.1M | $27K |
