Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Lincoln National Life Insurance Company LVIP Macquarie Social Awareness in their Schedule of Assets, totaling $7.7M 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 | $6.6M |
| 2 | REDLANDS COMMUNITY HOSPITAL REDLANDS COMMUNITY HOSPITAL PLUS PROGRAM | REDLANDS CA | 1,627 | $173.8M | $628K |
| 3 | MOUNTAIN PARK HEALTH CENTER MOUNTAIN PARK HEALTH CENTER RETIREMENT PLAN |
PHOENIX AZ |
| 1,404 |
| $46.9M |
| $127K |
| 4 | SUTTER BAY HOSPITALS CALIFORNIA PACIFIC MEDICAL CENTER EMPLOYEE SAVINGS INCENTIVE DEFERRAL PLAN (ESIP III) | SAN FRANCISCO CA | 268 | $67.2M | $116K |
| 5 | SUTTER BAY HOSPITALS CALIFORNIA PACIFIC MEDICAL CENTER VOLUNTARY PLAN | SAN FRANCISCO CA | 235 | $43.9M | $114K |
| 6 | BEAUMONT RETIREMENT SERVICES, INC BEAUMONT RETIREMENT SERVICES, INC. 403(B) RETIREMENT SAVINGS PLAN | BRYN MAWR PA | 274 | $15.5M | $89K |
| 7 | UNITED CEREBRAL PALSY HEARTLAND UNITED CEREBRAL PALSY HEARTLAND EMPLOYEE RETIREMENT PLAN | BERKELEY MO | 404 | $8.0M | $59K |
| 8 | J127 EDUCATION FOUNDATION J127 EDUCATION FOUNDATION 403(B) THRIFT PLAN | FAIRFAX VA | 245 | $6.5M | $2K |
