Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Lincoln National Life Insurance Company Amerfunds 2040 TD Ret SA5W in their Schedule of Assets, totaling $482K 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 | DIVISION 5, LLC. DIVISION 5, LLC PROFIT SHARING PLAN | WINSTON GA | 102 | $6.9M | $265K |
| 2 | NAVAJO PREPARATORY SCHOOL, INC. NAVAJO PREPARATORY SCHOOL, INC. 401(K) PLAN | FARMINGTON NM | 107 | $1.7M | $217K |
