Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Lincoln Yourpath 2020 Moderate in their Schedule of Assets, totaling $7.9M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | WOMACK MACHINE SUPPLY, CO. WOMACK MACHINE SUPPLY, CO. RETIREMENT PLAN | FARMERS BRANCH TX | 211 | $36.6M | $3.6M |
| 2 | PRAIRIE ISLAND INDIAN COMMUNITY PRAIRIE ISLAND INDIAN COMMUNITY 401(K) RETIREMENT PLAN | RED WING MN | 1,293 | $53.7M | $2.6M |
| 3 | MID-MISSOURI BANK MID-MISSOURI BANK EMPLOYEES 401K PLAN |
SPRINGFIELD MO |
| 185 |
| $20.2M |
| $1.7M |
