Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Lincoln National Life Insurance Company LVIP Macquarie Mid Cap Value Fund in their Schedule of Assets, totaling $4.5M 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 | $4.1M |
| 2 | REDLANDS COMMUNITY HOSPITAL REDLANDS COMMUNITY HOSPITAL PLUS PROGRAM | REDLANDS CA | 1,627 | $173.8M | $386K |
| 3 | MOUNTAIN PARK HEALTH CENTER MOUNTAIN PARK HEALTH CENTER RETIREMENT PLAN |
PHOENIX AZ |
| 1,404 |
| $46.9M |
| $46K |
| 4 | CALIFORNIA VOCATIONS, INC. CALIFORNIA VOCATIONS, INC. EMPLOYER MATCHING RETIREMENT PLAN | PARADISE CA | 164 | $2.1M | $30K |
