Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Lincoln National Life Insurance Company LVIP Managed Risk Profile 2040 in their Schedule of Assets, totaling $15K 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 | BEAUMONT RETIREMENT SERVICES, INC BEAUMONT RETIREMENT SERVICES, INC. 403(B) RETIREMENT SAVINGS PLAN | BRYN MAWR PA | 274 | $15.5M | $15K |
