Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Lincoln National Life LVIP Dimensional U.S. Core Equity 1 in their Schedule of Assets, totaling $607K 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 | NATIONAL UNIVERSITY NATIONAL UNIVERSITY RETIREMENT SAVINGS PLAN | SAN DIEGO CA | 6,174 | $319.3M | $244K |
| 2 | COLUMBUS HOSPICE, INC. 403(B) THRIFT PLAN OF COLUMBUS HOSPICE, INC. | COLUMBUS GA | 139 | $11.6M | $134K |
| 3 | THE ST. PAUL'S SCHOOLS 403(B) RETIREMENT PLAN |
BROOKLANDVILLE MD |
| 418 |
| $83.7M |
| $93K |
| 4 | HUDSON HOSPITAL HUDSON HOSPITAL, INC. 403(B) PLAN | MINNEAPOLIS MN | 448 | $33.6M | $86K |
| 5 | AMERY REGIONAL MEDICAL CENTER AMERY HOSPITAL & CLINIC 403(B)PLAN | MINNEAPOLIS MN | 410 | $34.0M | $51K |
