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 Wealth Builder in their Schedule of Assets, totaling $483K 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 | $446K |
| 2 | UNITED CEREBRAL PALSY HEARTLAND UNITED CEREBRAL PALSY HEARTLAND EMPLOYEE RETIREMENT PLAN | BERKELEY MO | 404 | $8.0M | $24K |
| 3 | J127 EDUCATION FOUNDATION |
FAIRFAX VA |
| 245 |
| $6.5M |
| $6K |
| 4 | MOUNTAIN PARK HEALTH CENTER MOUNTAIN PARK HEALTH CENTER RETIREMENT PLAN | PHOENIX AZ | 1,404 | $46.9M | $6K |
