Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Lincoln Financial Group in their Schedule of Assets, totaling $13.7M 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 | COMMUNITY SYSTEMS SUPPORT AND MANAGEMENT SERVICES, INC. COMMUNITY SYSTEMS, INC. CONTRIBUTORY 403 (B) PLAN | POCASSET MA | 1,091 | $24.8M | $11.3M |
| 2 | HENRY C. NEVINS HOME INC. HENRY C. NEVINS HOME INC.403(B) PLAN | METHUEN MA | 207 | $2.9M | $1.8M |
| 3 | JACKSONVILLE ZOOLOGICAL SOCIETY, INC. |
JACKSONVILLE FL |
| 283 |
| $11.4M |
| $308K |
| 4 | BILLINGSLEY PROPERTY SERVICES II, INC. BILLINGSLEY COMPANY EMPLOYEE SAVINGS PLAN | DALLAS TX | 317 | $26.6M | $258K |
| 5 | HUNTINGTON BANCSHARES INCORPORATED HUNTINGTON BANCSHARES RETIREMENT PLAN | COLUMBUS OH | 2,585 | $702.3M | $1 |
