Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Lincoln National Life Insurance Company Vanguard Target Retirement 2040 — in their Schedule of Assets, totaling $2.3M 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 | RIVERSIDE RESORT AND CASINO RIVERSIDE RESORT AND CASINO 401(K) PLAN | LAUGHLIN NV | 952 | $12.3M | $2.1M |
| 2 | ASSOCIATED GENERAL CONTRACTORS OF MAINE ASSOCIATED GENERAL CONTRACTORS OF MAINE 401(K) PROFIT SHARING PLAN AND TRUST | AUGUSTA ME | 191 | $15.2M | $181K |
| 3 | HTH COMPANIES, INC. |
UNION MO |
| 504 |
| $7.2M |
| $86K |
