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. Macquarie Small Cap Value in their Schedule of Assets, totaling $2.2M 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 | $1.1M |
| 2 | EISENHOWER MEDICAL CENTER EISENHOWER MEDICAL CENTER 403(B) RETIREMENT PLAN | RANCHO MIRAGE CA | 4,917 | $435.5M | $1.1M |
| 3 | LEGAL AID SOCIETY OF EASTERN VIRGINIA LEGAL AID SOCIETY OF EASTERN VIRGINIA 403(B) CONTRIBUTORY TDA PLAN |
NORFOLK VA |
| 60 |
| $5.3M |
| $30K |
