Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Lincoln Financial Group American Funds International Growth and Income Class R6 in their Schedule of Assets, totaling $1.5M 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 | CHOPTANK COMMUNITY HEALTH SYSTEM, INC. CHOPTANK HEALTH RETIREMENT SAVINGS PLAN | DENTON MD | 332 | $12.3M | $1.5M |
| 2 | UPPER BAY COUNSELING AND SUPPORT SERVICES, INC. UPPER BAY 403(B) PLAN | ELKTON MD | 107 | $6.1M | $56K |
