Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 19 U.S. retirement plans report holding LVIP SSgA Small Cap Index in their Schedule of Assets, totaling $829K 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 | MAYO CLINIC MAYO 403(B) PLAN | ROCHESTER MN | 87,000 | $12.8B | $246K |
| 2 | THE IVYMOUNT SCHOOL, INC. THE IVYMOUNT SCHOOL AND PROGRAMS 403(B) PLAN | ROCKVILLE MD | 275 | $24.8M | $103K |
| 3 | CAPE COD HEALTHCARE, INC. CAPE COD HEALTHCARE 403(B) PARTNERSHIP PLAN |
HYANNIS MA |
| 4,934 |
| $929.2M |
| $101K |
| 4 | AGING AND IN-HOME SERVICES OF NORTHEAST INDIANA INC AGING AND IN-HOME SERVICES OF NORTHEAST INDIANA INC RETIREMENT PLAN | FORT WAYNE IN | 159 | $7.2M | $76K |
| 5 | MARK TWAIN ST. JOSEPHS HOSPITAL MARK TWAIN ST. JOSEPH'S HOSPITAL 403(B) TAX DEFERRED ANNUITY PLAN | SAN ANDREAS CA | 20 | $4.5M | $73K |
| 6 | TRINITY HEALTH CORPORATION TRINITY HEALTH CORPORATION ERISA 403(B) RETIREMENT PLAN (FROZEN) | LIVONIA MI | 668 | $403.3M | $67K |
| 7 | COMMUNITY LIVING, INC COMMUNITY LIVING, INC. 403(B) PLAN | FREDERICK MD | 198 | $5.8M | $64K |
| 8 | COMMUNITY HEALTH NETWORK, INC. COMMUNITY HEALTH NETWORK 403(B) RETIREMENT SAVINGS PLAN | INDIANAPOLIS IN | 1,479 | $164.1M | $35K |
| 9 | ST. MARY'S HOME FOR DISABLED CHILDREN, INC. ST. MARY'S HOME FOR DISABLED CHILDREN, INC. SUPPLEMENTAL RETIREMENT PLAN | NORFOLK VA | 304 | $7.7M | $12K |
| 10 | FAMILY RESOURCES, INC. FAMILY RESOURCES 403(B) RETIREMENT PLAN | PINELLAS PARK FL | 90 | $3.4M | $9K |
