Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Lincoln Yourpath 2040 Moderate in their Schedule of Assets, totaling $4.7M 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 | $4.4M |
| 2 | MID-MISSOURI BANK MID-MISSOURI BANK EMPLOYEES 401K PLAN | SPRINGFIELD MO | 185 | $20.2M | $306K |
