Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding LVIP JPMorgan Retirement Income in their Schedule of Assets, totaling $76K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | AGING AND IN-HOME SERVICES OF NORTHEAST INDIANA INC AGING AND IN-HOME SERVICES OF NORTHEAST INDIANA INC RETIREMENT PLAN | FORT WAYNE IN | 159 | $7.2M | $65K |
| 2 | CRAIG HOSPITAL CRAIG HOSPITAL RETIREMENT PLAN | ENGLEWOOD CO | 1,137 | $161.6M | $11K |
