Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding LVIP Macquarie Smid Cap Core Series Pooled separate account in their Schedule of Assets, totaling $4.3M 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 | ADVENTIST HEALTH SYSTEM/WEST, INC. ADVENTIST HEALTH 403(B) ERISA PLAN | ROSEVILLE CA | 1,450 | $226.5M | $3.5M |
| 2 | CHILDRENS HOSPITAL AND RESEARCH CENTER AT OAKLAND 403(B) SAVINGS PLAN FOR CHILDREN'S HOSPITAL & RESEARCH CENTER OAKLAND | OAKLAND CA | 2,732 | $390.6M | $662K |
| 3 | LEADS, INC |
NEWARK OH |
| 91 |
| $4.0M |
| $59K |
| 4 | LEGACY HEALTH LEGACY HEALTH 403(B) PLAN | PORTLAND OR | 14,472 | $2.0B | $50K |
| 5 | COMMUNITY ACTION ORGANIZATION COMMUNITY ACTION ORGANIZATION 403(B) RETIREMENT PLAN | HILLSBORO OR | 252 | $11.5M | $13K |
