Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Lincoln National Life Insurance Co. LVIP Blended Large Cap Growth Managed Volatility in their Schedule of Assets, totaling $1.4M 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 | SENTARA HEALTH SENTARA 403(B) SAVINGS PLAN | VIRGINIA BEACH VA | 30,766 | $3.7B | $1.3M |
| 2 | WILLIAMSBURG LANDING, INC. WILLIAMSBURG LANDING, INC. 403(B) RETIREMENT PLAN | WILLIAMSBURG VA | 424 | $8.7M | $92K |
| 3 | JEWISH FAMILY SERVICE OF TIDEWATER, INC. JEWISH FAMILY SERVICE 403B TAX DEFERRED ANNUITY PLAN |
VIRGINIA BEACH VA |
| 96 |
| $5.2M |
| $2K |
