Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Lincoln National Life - Director DFA US Sm Cp Val Prt Inst SA7M in their Schedule of Assets, totaling $80K 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 | GORDON MCKERNAN INJURY ATTORNEYS LLC GORDON MCKERNAN INJURY ATTORNEYS LLC 401(K) RETIREMENT PLAN | BATON ROUGE LA | 195 | $14.3M | $80K |
