Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding LVIP Macquarie SMID Cap Core Series Mutual Fund in their Schedule of Assets, totaling $753K 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 | COMMONSPIRIT HEALTH COMMONSPIRIT HEALTH ERISA 403(B) PLAN | ERLANGER KY | 28,491 | $2.9B | $397K |
| 2 | GEORGIA LEGAL SERVICES PROGRAM GEORGIA LEGAL SERVICES PROGRAM MANAGEMENT RETIREMENT PLAN | ATLANTA GA | 118 | $17.9M | $327K |
| 3 | CENTRAL CITY COMMUNITY HEALTH CENTER, INC. |
MONTEREY PARK CA |
| 303 |
| $5.0M |
| $29K |
