Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding LVIP Macquarie Social Awareness *** in their Schedule of Assets, totaling $2.0M 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 | CALVIN UNIVERSITY CALVIN UNIVERSITY 403(B) RETIREMENT PLAN | GRAND RAPIDS MI | 1,188 | $234.7M | $516K |
| 2 | FAIRCHILD MEDICAL CENTER RETIREMENT ACCUMULATION PLAN FOR FAIRCHILD MEDICAL CENTER | YREKA CA | 580 | $51.4M | $479K |
| 3 | ST. MARY'S HOME FOR DISABLED CHILDREN, INC. |
NORFOLK VA |
| 304 |
| $7.7M |
| $356K |
| 4 | TRINITY HEALTH CORPORATION TRINITY HEALTH CORPORATION ERISA 403(B) RETIREMENT PLAN (FROZEN) | LIVONIA MI | 668 | $403.3M | $335K |
| 5 | BOWEN HEALTH BOWEN HEALTH 403(B) PLAN | WARSAW IN | 1,128 | $25.0M | $131K |
| 6 | MARK TWAIN ST. JOSEPHS HOSPITAL MARK TWAIN ST. JOSEPH'S HOSPITAL 403(B) TAX DEFERRED ANNUITY PLAN | SAN ANDREAS CA | 20 | $4.5M | $69K |
| 7 | THE ARC NORTHERN CHESAPEAKE REGION, INC. 403B THRIFT PLAN OF THE ARC NORTHERN CHESAPEAKE REGION, INC. | ABERDEEN MD | 350 | $4.9M | $48K |
| 8 | COMMUNITY LIVING, INC COMMUNITY LIVING, INC. 403(B) PLAN | FREDERICK MD | 198 | $5.8M | $45K |
| 9 | CRAIG HOSPITAL CRAIG HOSPITAL RETIREMENT PLAN | ENGLEWOOD CO | 1,137 | $161.6M | $41K |
| 10 | SAN DOMENICO SCHOOL SAN DOMENICO SCHOOL 403(B) RETIREMENT PLAN | SAN ANSELMO CA | 160 | $34.9M | $8K |
