Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding LVIP SSgA Small-Cap Index Mutual Funds in their Schedule of Assets, totaling $110K 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 | WELLSTAR HEALTH SYSTEM, INC. WELLSTAR HEALTH SYSTEM, INC. SUPPLEMENTAL RETIREMENT SAVINGS PLAN | MARIETTA GA | 25,987 | $2.1B | $60K |
| 2 | APPALACHIAN TRAIL CONSERVANCY APPALACHIAN TRAIL CONSERVANCY 403(B) RETIREMENT PLAN | HARPERS FERRY WV | 71 | $10.5M | $39K |
| 3 | TOCKWOTTON HOME |
EAST PROVIDENCE RI |
| 149 |
| $3.6M |
| $12K |