Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding LVIP Macquarie Smid Cap Core Series in their Schedule of Assets, totaling $767K 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 | FAIRCHILD MEDICAL CENTER RETIREMENT ACCUMULATION PLAN FOR FAIRCHILD MEDICAL CENTER | YREKA CA | 580 | $51.4M | $529K |
| 2 | MARK TWAIN ST. JOSEPHS HOSPITAL MARK TWAIN ST. JOSEPH'S HOSPITAL 403(B) TAX DEFERRED ANNUITY PLAN | SAN ANDREAS CA | 20 | $4.5M | $120K |
| 3 | COMMUNITY LIVING, INC |
FREDERICK MD |
| 198 |
| $5.8M |
| $75K |
| 4 | BOWEN HEALTH BOWEN HEALTH 403(B) PLAN | WARSAW IN | 1,128 | $25.0M | $27K |
| 5 | FORT WAYNE ZOOLOGICAL SOCIETY FORT WAYNE ZOOLOGICAL SOCIETY MATCHING RETIREMENT PLAN | FORT WAYNE IN | 192 | $4.5M | $14K |
| 6 | SAN DOMENICO SCHOOL SAN DOMENICO SCHOOL 403(B) RETIREMENT PLAN | SAN ANSELMO CA | 160 | $34.9M | $805 |
| 7 | VISITING NURSE & HOSPICE HOME VISITING NURSE & HOSPICE HOME RETIREMENT PLAN | FORT WAYNE IN | 172 | $6.5M | $754 |
