Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Lincoln American Funds Growth-Income* in their Schedule of Assets, totaling $2.6M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | JOHN MUIR HEALTH JOHN MUIR HEALTH 403B PLAN | WALNUT CREEK CA | 5,052 | $1.4B | $1.8M |
| 2 | COLUMBIA COLLEGE COLUMBIA COLLEGE RETIREMENT SAVINGS PLAN | COLUMBIA MO | 1,156 | $65.4M | $334K |
| 3 | NORTHWELL HEALTH, INC. NORTHWELL HEALTH 403(B) PLAN |
| 49,356 |
| $10.9B |
| $198K |
| 4 | KENNEDY HEALTH SYSTEM JEFFERSON HEALTH NEW JERSEY 403(B) PLAN | PHILADELPHIA PA | 5,208 | $400.3M | $197K |
| 5 | MARYLAND INSTITUTE COLLEGE OF ART MARYLAND INSTITUTE COLLEGE OF ART DEFINED CONTRIBUTION 403(B) RETIREMENT PLAN | BALTIMORE MD | 400 | $119.9M | $55K |
| 6 | VALLEY HEALTH SYSTEM VALLEY HEALTH SYSTEM EMPLOYEE CONTRIBUTORY 403(B) PLAN | WINCHESTER VA | 6,268 | $542.0M | $41K |
