Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Lincoln National Life - Multifund LVIP SSGA S&P 500 Index in their Schedule of Assets, totaling $506K 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 | ST. JOHN'S RIVERSIDE HOSPITAL ST. JOHN'S RIVERSIDE HOSPITAL 403(B) RETIREMENT PLAN | YONKERS NY | 2,455 | $218.3M | $276K |
| 2 | UPPER BAY COUNSELING AND SUPPORT SERVICES, INC. UPPER BAY 403(B) PLAN | ELKTON MD | 107 | $6.1M | $149K |
| 3 | ARDMORE ENTERPRISES, INC. |
LANHAM MD |
| 313 |
| $3.6M |
| $41K |
| 4 | CHOANOKE AREA DEVELOPMENT ASSOCIATION OF NORTH CAROLINA, INC. CHOANOKE AREA DEVELOPMENT ASSOCIATION 403(B) PLAN | RICH SQUARE NC | 135 | $4.1M | $31K |
| 5 | D. A. BLODGETT - ST. JOHN'S D. A. BLODGETT - ST. JOHN'S 403(B) PLAN | GRAND RAPIDS MI | 157 | $11.0M | $9K |
