Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Lincoln National Life Insurance Co. DFA US Small Cap Value Prt Inst SA7M in their Schedule of Assets, totaling $20K 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 | TRANSITIONS INTERMEDIATE HOLDINGS TRANSITIONS 401(K) PLAN | ELK GROVE VILLAGE IL | 192 | $7.7M | $20K |
