Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding LVIP MacQuarie Mid Cap Value Fund Mutual Fund in their Schedule of Assets, totaling $564K 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 | COMMONSPIRIT HEALTH COMMONSPIRIT HEALTH ERISA 403(B) PLAN | ERLANGER KY | 28,491 | $2.9B | $530K |
| 2 | CAPITAL CITY PUBLIC CHARTER SCHOOL, INC. CAPITAL CITY PUBLIC CHARTER SCHOOL, INC. 403 (B) PLAN | WASHINGTON DC | 233 | $19.4M | $30K |
| 3 | CENTRAL CITY COMMUNITY HEALTH CENTER, INC. |
MONTEREY PARK CA |
| 303 |
| $5.0M |
| $4K |
