Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Lincoln National Life Insurance Company LVIP T. Rowe Price 2040 in their Schedule of Assets, totaling $255K 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 | UNITED CEREBRAL PALSY HEARTLAND UNITED CEREBRAL PALSY HEARTLAND EMPLOYEE RETIREMENT PLAN | BERKELEY MO | 404 | $8.0M | $211K |
| 2 | J127 EDUCATION FOUNDATION J127 EDUCATION FOUNDATION 403(B) THRIFT PLAN | FAIRFAX VA | 245 | $6.5M | $43K |
