Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Lincoln Yourpath 2065 Moderate in their Schedule of Assets, totaling $359K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | PRAIRIE ISLAND INDIAN COMMUNITY PRAIRIE ISLAND INDIAN COMMUNITY 401(K) RETIREMENT PLAN | RED WING MN | 1,293 | $53.7M | $300K |
| 2 | WOMACK MACHINE SUPPLY, CO. WOMACK MACHINE SUPPLY, CO. RETIREMENT PLAN | FARMERS BRANCH TX | 211 | $36.6M | $57K |
| 3 | MID-MISSOURI BANK MID-MISSOURI BANK EMPLOYEES 401K PLAN |
SPRINGFIELD MO |
| 185 |
| $20.2M |
| $1K |
