Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Lincoln National Life - Multi-Fund LVIP JP Morgan Select Mid Cap Value Managed Volatility in their Schedule of Assets, totaling $4K 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 | SCAN, INC. SCAN, INC. 403(B) TDA PLAN | FORT WAYNE IN | 171 | $2.8M | $4K |
