Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding LVIP T. Rowe Price 2040 Fund Pooled separate account in their Schedule of Assets, totaling $242K 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 | LEADS, INC LEADS 403(B) PENSION PLAN | NEWARK OH | 91 | $4.0M | $126K |
| 2 | ADVENTIST HEALTH SYSTEM/WEST, INC. ADVENTIST HEALTH 403(B) ERISA PLAN | ROSEVILLE CA | 1,450 | $226.5M | $104K |
| 3 | COMMUNITY ACTION ORGANIZATION COMMUNITY ACTION ORGANIZATION 403(B) RETIREMENT PLAN |
HILLSBORO OR |
| 252 |
| $11.5M |
| $12K |
