Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding LVIP Macquarie U.S. Reit Fund Pooled Separate Account in their Schedule of Assets, totaling $274K 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 | ADVENTIST HEALTH SYSTEM/WEST, INC. ADVENTIST HEALTH 403(B) ERISA PLAN | ROSEVILLE CA | 1,450 | $226.5M | $170K |
| 2 | MARIN GENERAL HOSPITAL MARIN GENERAL HOSPITAL 403(B) RETIREMENT PLAN | GREENBRAE CA | 1,904 | $187.1M | $81K |
| 3 | LEGACY HEALTH LEGACY HEALTH 403(B) PLAN |
PORTLAND OR |
| 14,472 |
| $2.0B |
| $16K |
| 4 | LEADS, INC LEADS 403(B) PENSION PLAN | NEWARK OH | 91 | $4.0M | $7K |
