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. Vanguard Target Retirement 2040 Inv in their Schedule of Assets, totaling $787K 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 | SAMPCO INC. SAMPCO INC. 401(K) PROFIT SHARING PLAN | PITTSFIELD MA | 241 | $8.4M | $787K |
