Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Lincoln Financial Fixed Account in their Schedule of Assets, totaling $8.0M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | MASS GENERAL BRIGHAM INCORPORATED CONSOLIDATED 403(B) PROGRAM OF MASS GENERAL BRIGHAM AND MEMBER ORGANIZATIONS | SOMERVILLE MA | 76,559 | $14.9B | $4.7M |
| 2 | HEALTHALLIANCE HOSPITAL - MARY'S AVENUE CAMPUS HEALTHALLIANCE 403(B) PLAN | KINGSTON NY | 1,286 | $103.1M | $2.3M |
| 3 | COALITION ON HOMELESSNESS |
COLUMBUS OH |
| 637 |
| $10.4M |
| $555K |
| 4 | TABOR COLLEGE, INC. TABOR COLLEGE RETIREMENT PLAN | HILLSBORO KS | 127 | $23.3M | $457K |
