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 Company LVIP BLACKROCK DIVIDEND VALUE MNGDVLTLTY in their Schedule of Assets, totaling $3.4M 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 | SUTTER HEALTH SUTTER HEALTH TAX DEFERRED ANNUITY EMPLOYER MATCH PLAN | SACRAMENTO CA | 826 | $153.1M | $3.3M |
| 2 | MOUNTAIN PARK HEALTH CENTER MOUNTAIN PARK HEALTH CENTER RETIREMENT PLAN | PHOENIX AZ | 1,404 | $46.9M | $139K |
| 3 | UNITED CEREBRAL PALSY HEARTLAND |
BERKELEY MO |
| 404 |
| $8.0M |
| $7K |
