Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding LVIP SSGA GLBL TACTICAL ALLOCTN MGD VLTY Variable annuity contracts in their Schedule of Assets, totaling $23K 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 | PROVAIL PROVAIL 403(B) TAX DEFERRED ANNUITY PLAN | SEATTLE WA | 481 | $1.9M | $23K |
