Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Lincoln National Life IC LVIP T. Rowe Price 2040 in their Schedule of Assets, totaling $26K 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 | ST LUKE LUTHERAN HOME FOR THE AGING ST LUKE LUTHERAN HOME FOR THE AGING EMPLOYEE RETIREMENT PLAN | NORTH CANTON OH | 198 | $6.3M | $26K |
