Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Lincoln Financial Group iShares S&P 500 Index Investor A Shares 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.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | CHOPTANK COMMUNITY HEALTH SYSTEM, INC. CHOPTANK HEALTH RETIREMENT SAVINGS PLAN | DENTON MD | 332 | $12.3M | $2.6M |
