Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding LVIP- T. Rowe Price 2040 Fund in their Schedule of Assets, totaling $434K 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 | WINGS N MORE RESTAURANTS LLC WINGS N MORE RESTAURANTS LLC 401(K) PLAN | COLLEGE STATION TX | 123 | $5.1M | $125K |
| 2 | FORT WAYNE ZOOLOGICAL SOCIETY FORT WAYNE ZOOLOGICAL SOCIETY MATCHING RETIREMENT PLAN | FORT WAYNE IN | 192 | $4.5M | $102K |
| 3 | COMMUNITY LIVING, INC |
FREDERICK MD |
| 198 |
| $5.8M |
| $99K |
| 4 | GOLDEN GATE NATIONAL PARKS CONSERVANCY GOLDEN GATE NATIONAL PARKS CONSERVANCY RETIREMENT PLAN | SAN FRANCISCO CA | 302 | $33.6M | $73K |
| 5 | CHILDREN'S THERAPY CENTER CHILDREN'S THERAPY CENTER 403(B) PLAN | KENT WA | 120 | $10.3M | $29K |
| 6 | THE ABRAHAM AND LAURA LISNER HOME FOR AGED WOMEN DBA LISNER-LOUISE- LISNER-LOUISE-DICKSON-HURT HOME 403 (B) PLAN | WASHINGTON DC | 117 | $6.7M | $6K |
