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 Macquarie U.S. Reit Fund in their Schedule of Assets, totaling $743K 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 | $721K |
| 2 | CALIFORNIA VOCATIONS, INC. CALIFORNIA VOCATIONS, INC. EMPLOYER MATCHING RETIREMENT PLAN | PARADISE CA | 164 | $2.1M | $19K |
| 3 | UNITED CEREBRAL PALSY HEARTLAND |
BERKELEY MO |
| 404 |
| $8.0M |
| $2K |
