Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Lincoln YourPath Passive Retirement Income Moderate Pooled Separate Account in their Schedule of Assets, totaling $7K 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 | PDS CONSULTANTS, INC. PDS KO 401(K) PLAN | LOUISVILLE KY | 592 | $16.9M | $7K |
