Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Lincoln YourPath Passive 2065 Agg in their Schedule of Assets, totaling $79K 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 | MOMENTA, INC. 401K MADE EASY POOLED EMPLOYER PLAN | SANTA CLARA CA | 400 | $13.0M | $77K |
| 2 | INDUSTRIAL PROJECT INNOVATION, LLC INDUSTRIAL PROJECT INNOVATION, LLC 401(K) PLAN | GREENVILLE SC | 187 | $12.0M | $2K |