Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding LVIP Dimensional U.S. Core Equity Mutual Fund in their Schedule of Assets, totaling $102K 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 | SAUK PRAIRIE HEALTHCARE, INC. SAUK PRAIRIE HEALTHCARE, INC. TAX DEFERRED ANNUITY PLAN | PRAIRIE DU SAC WI | 757 | $120.5M | $65K |
| 2 | THE WHITNEY ACADEMY, INC. THE WHITNEY ACADEMY, INC. TDA PLAN | EAST FREETOWN MA | 166 | $5.8M | $37K |
