Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Lincoln National Life - Director LVIP TRowePrice 2040 Fund SAL4 in their Schedule of Assets, totaling $710K 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 | CHINESE COMMUNITY HEALTH PLAN CHINESE COMMUNITY HEALTH PLAN 401(K) PLAN | SAN FRANCISCO CA | 112 | $15.6M | $656K |
| 2 | HOLZHAUER AUTO & TRUCK SALES, INC. HOLZHAUER 401(K) AND PROFIT SHARING PLAN | NASHVILLE IL | 206 | $4.3M | $54K |
