Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding LVIP Delaware Mid Cap Value Fund Mutual Fund in their Schedule of Assets, totaling $38K 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 | GEORGIA LEGAL SERVICES PROGRAM GEORGIA LEGAL SERVICES PROGRAM BARGAINING UNIT EMPLOYEES 403(B) PLAN | ATLANTA GA | 102 | $6.0M | $32K |
| 2 | LA CLINICA DEL PUEBLO LA CLINICA DEL PUEBLO 403(B) | WASHINGTON DC | 130 | $4.0M | $4K |
| 3 | SAUK PRAIRIE HEALTHCARE, INC. SAUK PRAIRIE HEALTHCARE, INC. TAX DEFERRED ANNUITY PLAN |
PRAIRIE DU SAC WI |
| 757 |
| $120.5M |
| $2K |