Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Lincoln National Life Insurance Company LVIP Ssga Small-Cap Index in their Schedule of Assets, totaling $1000K 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 | $713K |
| 2 | UMASS MEMORIAL HEALTHALLIANCE-CLINTON HOSPITAL, INC CLINTON HOSPITAL ASSOCIATION TAX SHELTERED ANNUITY PLAN | LEOMINSTER MA | 117 | $13.8M | $96K |
| 3 | SUTTER HEALTH |
SACRAMENTO CA |
| 268 |
| $60.9M |
| $94K |
| 4 | MOUNTAIN PARK HEALTH CENTER MOUNTAIN PARK HEALTH CENTER RETIREMENT PLAN | PHOENIX AZ | 1,404 | $46.9M | $50K |
| 5 | REDLANDS COMMUNITY HOSPITAL REDLANDS COMMUNITY HOSPITAL PLUS PROGRAM | REDLANDS CA | 1,627 | $173.8M | $24K |
| 6 | CALIFORNIA VOCATIONS, INC. CALIFORNIA VOCATIONS, INC. EMPLOYER MATCHING RETIREMENT PLAN | PARADISE CA | 164 | $2.1M | $12K |
| 7 | BEAUMONT RETIREMENT SERVICES, INC BEAUMONT RETIREMENT SERVICES, INC. 403(B) RETIREMENT SAVINGS PLAN | BRYN MAWR PA | 274 | $15.5M | $6K |
| 8 | UNITED CEREBRAL PALSY HEARTLAND UNITED CEREBRAL PALSY HEARTLAND EMPLOYEE RETIREMENT PLAN | BERKELEY MO | 404 | $8.0M | $3K |
| 9 | J127 EDUCATION FOUNDATION J127 EDUCATION FOUNDATION 403(B) THRIFT PLAN | FAIRFAX VA | 245 | $6.5M | $1K |
