Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Lincoln National Life LVIP Macquarie Social Awareness in their Schedule of Assets, totaling $804K 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 | $622K |
| 2 | THE ST. PAUL'S SCHOOLS 403(B) RETIREMENT PLAN ST. PAUL'S SCHOOL 403(B) RETIREMENT PLAN | BROOKLANDVILLE MD | 418 | $83.7M | $155K |
| 3 | COLUMBUS HOSPICE, INC. |
COLUMBUS GA |
| 139 |
| $11.6M |
| $28K |
