Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 692 U.S. retirement plans report holding a Lincoln Financial fund in their Schedule of Assets, totaling $5.2B in parsed positions. The plans below are ranked by position size, parsed directly from each plan’s Form 5500 filing.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Lincoln Financial position |
|---|---|---|---|---|---|
| 1 | ILLINOIS TOOL WORKS INC. ILLINOIS TOOL WORKS INC. RETIREE HEALTH AND WELFARE PLAN | GLENVIEW IL | — | $399.9M | $399.6M |
| 2 | PSCU INCORPORATED PSCU INCORPORATED 401(K) RETIREMENT PLAN | ST. PETERSBURG FL | 0 | $285.4M | $280.2M |
| 3 | PARAMOUNT GLOBAL PARAMOUNT GLOBAL 401(K) PLAN (FKA VIACOMCBS 401(K) PLAN) |
NEW YORK NY |
| 15,335 |
| $6.4B |
| $200.1M |
| 4 | VIRTUA HEALTH, INC. VIRTUA 401(K) SAVINGS PLAN | MARLTON NJ | 13,739 | $1.2B | $199.7M |
| 5 | ATH HOLDING COMPANY LLC ELEVANCE HEALTH RETIREE HEALTH BENEFITS PLAN | INDIANAPOLIS IN | 0 | $300.7M | $138.8M |
| 6 | EISENHOWER MEDICAL CENTER EISENHOWER MEDICAL CENTER 403(B) RETIREMENT PLAN | RANCHO MIRAGE CA | 4,917 | $435.5M | $101.2M |
| 7 | W W GRAINGER INC W W GRAINGER INC GROUP BENEFIT PLAN I | LAKE FOREST IL | 0 | $179.5M | $100.6M |
| 8 | SHANDS TEACHING HOSPITAL AND CLINICS, INC. SHANDS HEALTHCARE MATCHED SAVINGS ACCOUNT 403(B) | GAINESVILLE FL | 12,706 | $624.7M | $95.8M |
| 9 | OHIOHEALTH OHIOHEALTH RETIREMENT SAVINGS PLAN 403(B) | COLUMBUS OH | 32,259 | $2.7B | $95.6M |
| 10 | PARKVIEW HEALTH SYSTEM, INC. PARKVIEW HEALTH SYSTEM, INC. RETIREMENT SAVINGS PLAN | FORT WAYNE IN | 16,216 | $794.5M | $92.4M |
