Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Lincoln YourPath 2040 Moderate Fund Interest in registered investment companies XX in their Schedule of Assets, totaling $12.2M 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 | TIDALHEALTH, INC. TIDALHEALTH 403(B) PLAN | SALISBURY MD | 5,292 | $276.2M | $12.2M |
