Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Lincoln National Life LVIP Blackrock Dividend Value Mngdvltlty in their Schedule of Assets, totaling $314K 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 | KOKUA KALIHI VALLEY COMPREHENSIVE FAMILY SERVICES KKV RETIREMENT PLAN | HONOLULU HI | 283 | $19.1M | $162K |
| 2 | NATIONAL UNIVERSITY NATIONAL UNIVERSITY RETIREMENT SAVINGS PLAN | SAN DIEGO CA | 6,174 | $319.3M | $152K |
