Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding MULTIFUND * LINCOLN NAT'L LIFE - LVIP SSGA S&P 500 INDEX in their Schedule of Assets, totaling $224K 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 | WAYPOINT MAINE, INC. WAYPOINT MAINE, INC. 403(B) PLAN | SANFORD ME | 428 | $5.8M | $170K |
| 2 | COLUMBIA VANTAGE HOUSE COLUMBIA VANTAGE HOUSE CORPORATION 403(B) TDA PLAN | COLUMBIA MD | 253 | $4.5M | $25K |
| 3 | BETHESDA HEALTH GROUP, INC. BETHESDA HEALTH GROUP, INC. RETIREMENT SAVINGS 403(B) PLAN |
ST. LOUIS MO |
| 1,064 |
| $25.8M |
| $15K |
| 4 | ZOO ATLANTA ZOO ATLANTA RETIREMENT SAVINGS PLAN | ATLANTA GA | 320 | $12.4M | $14K |
