Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding LVIP American Century Balanced " in their Schedule of Assets, totaling $32K 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 | CAPE COD HEALTHCARE, INC. CAPE COD HEALTHCARE 403(B) PARTNERSHIP PLAN | HYANNIS MA | 4,934 | $929.2M | $19K |
| 2 | TRINITY HEALTH CORPORATION TRINITY HEALTH CORPORATION ERISA 403(B) RETIREMENT PLAN (FROZEN) | LIVONIA MI | 668 | $403.3M | $13K |
