Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding LVIP Dimensional U.S. Core Equity *** in their Schedule of Assets, totaling $661K 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 | TRINITY HEALTH CORPORATION TRINITY HEALTH CORPORATION ERISA 403(B) RETIREMENT PLAN (FROZEN) | LIVONIA MI | 668 | $403.3M | $544K |
| 2 | O'CONNOR WOODS O'CONNOR WOODS 403(B) PLAN | STOCKTON CA | 329 | $6.8M | $75K |
| 3 | BOWEN HEALTH BOWEN HEALTH 403(B) PLAN |
WARSAW IN |
| 1,128 |
| $25.0M |
| $37K |
| 4 | VISITING NURSE & HOSPICE HOME VISITING NURSE & HOSPICE HOME RETIREMENT PLAN | FORT WAYNE IN | 172 | $6.5M | $6K |
