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 LVIP Blended Mid Cap Managed Volatility in their Schedule of Assets, totaling $72K 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 | $58K |
| 2 | SUTTER HEALTH SUTTER HEALTH 403(B) LEGACY RETIREMENT PLAN | SACRAMENTO CA | 268 | $60.9M | $15K |
