Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Fixed annuity contract * Lincoln National Life Insurance Company Lincoln Stable Value Account in their Schedule of Assets, totaling $35.2M 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 | UOFL HEALTH, INC. UOFL HEALTH 401(K) PLAN | LOUISVILLE KY | 11,211 | $565.8M | $22.7M |
| 2 | UNIVERSITY MEDICAL CENTER, INC. DBA UOFL HOSPITAL UNIVERSITY HOSPITAL 403(B) PLAN | LOUISVILLE KY | 1,180 | $30.3M | $5.8M |
| 3 | UOFL HEALTH, INC. UNIVERSITY HOSPITAL 403(B) PLAN |
LOUISVILLE KY |
| 1,008 |
| $37.0M |
| $4.2M |
| 4 | UNIVERSITY OF LOUISVILLE PHYSICIANS, INC. UNIVERSITY OF LOUISVILLE PHYSICIANS, INC. MONEY PURCHASE PENSION PLAN | LOUISVILLE KY | 421 | $111.3M | $1.3M |
| 5 | UNIVERSITY OF LOUISVILLE PHYSICIANS, INC. UNIVERSITY OF LOUISVILLE PHYSICIANS, INC. PROFIT SHARING PLAN | LOUISVILLE KY | 3,232 | $161.0M | $1.2M |
