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 T. Rowe Retirement 2040 in their Schedule of Assets, totaling $9K 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 403(B) LEGACY RETIREMENT PLAN | SACRAMENTO CA | 268 | $60.9M | $9K |
