Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding LVIP Global Growth Allocation Managed Risk *** in their Schedule of Assets, totaling $551K 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 | FORT WAYNE ZOOLOGICAL SOCIETY FORT WAYNE ZOOLOGICAL SOCIETY MATCHING RETIREMENT PLAN | FORT WAYNE IN | 192 | $4.5M | $197K |
| 2 | FAIRCHILD MEDICAL CENTER RETIREMENT ACCUMULATION PLAN FOR FAIRCHILD MEDICAL CENTER | YREKA CA | 580 | $51.4M | $172K |
| 3 | TRINITY HEALTH CORPORATION |
LIVONIA MI |
| 668 |
| $403.3M |
| $115K |
| 4 | O'CONNOR WOODS O'CONNOR WOODS 403(B) PLAN | STOCKTON CA | 329 | $6.8M | $26K |
| 5 | HEGIRA HEALTH, INC. HHI RETIREMENT SAVINGS PLAN | LIVONIA MI | 463 | $17.2M | $23K |
| 6 | BOWEN HEALTH BOWEN HEALTH 403(B) PLAN | WARSAW IN | 1,128 | $25.0M | $19K |