Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding LVIP Dimensional U.S. Core Equity 1 in their Schedule of Assets, totaling $3.2M 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 | VISITING NURSE ASSOCIATION OF BOSTON, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF VISITING NURSE ASSOCIATION OF BOSTON FOUNDATION, INC. | WORCESTER MA | 178 | $40.5M | $913K |
| 2 | FAIRCHILD MEDICAL CENTER RETIREMENT ACCUMULATION PLAN FOR FAIRCHILD MEDICAL CENTER | YREKA CA | 580 | $51.4M | $658K |
| 3 | HEGIRA HEALTH, INC. |
LIVONIA MI |
| 463 |
| $17.2M |
| $593K |
| 4 | MARK TWAIN ST. JOSEPHS HOSPITAL MARK TWAIN ST. JOSEPH'S HOSPITAL 403(B) TAX DEFERRED ANNUITY PLAN | SAN ANDREAS CA | 20 | $4.5M | $295K |
| 5 | CRAIG HOSPITAL CRAIG HOSPITAL RETIREMENT PLAN | ENGLEWOOD CO | 1,137 | $161.6M | $211K |
| 6 | COMMUNITY CARE SERVICES COMMUNITY CARE SERVICES 403(B) PLAN | LINCOLN PARK MI | 83 | $3.4M | $137K |
| 7 | ASPIRUS, INC. ASPIRUS, INC. RETIREMENT PLAN | WAUSAU WI | 10,454 | $893.4M | $131K |
| 8 | ST. MARY'S HOME FOR DISABLED CHILDREN, INC. ST. MARY'S HOME FOR DISABLED CHILDREN, INC. SUPPLEMENTAL RETIREMENT PLAN | NORFOLK VA | 304 | $7.7M | $117K |
| 9 | COMMUNITY LIVING, INC COMMUNITY LIVING, INC. 403(B) PLAN | FREDERICK MD | 198 | $5.8M | $47K |
| 10 | AREA AGENCY ON AGING, PSA2 AREA AGENCY ON AGING, PSA2 403(B) PLAN | DAYTON OH | 152 | $16.0M | $43K |
