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. YourPath Hybrid 2040 Mod SAFH in their Schedule of Assets, totaling $914K 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 | L&B HOLDINGS, L.L.C. TMI ENTERPRISE, L.L.C. 401(K) PROFIT SHARING PLAN | BATON ROUGE LA | 166 | $6.7M | $914K |
