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 VG LifeStrategy Income SAEP in their Schedule of Assets, totaling $412K 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 | DIVISION 5, LLC. DIVISION 5, LLC PROFIT SHARING PLAN | WINSTON GA | 102 | $6.9M | $407K |
| 2 | CALLIBRITY SOLUTIONS, LLC CALLIBRITY SOLUTIONS 401(K) PLAN | CINCINNATI OH | 104 | $10.5M | $5K |
