Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Lincoln Fixed Account Fixed Annuity Contract in their Schedule of Assets, totaling $3.2M 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 | UNIVERSITY OF NEW ENGLAND UNIVERSITY OF NEW ENGLAND DEFINED CONTRIBUTION PLAN | BIDDEFORD ME | 1,230 | $248.8M | $1.3M |
| 2 | COORDINATED CARE SERVICES, INC CCSI 403(B) RETIREMENT PLAN | ROCHESTER NY | 459 | $30.3M | $1.3M |
| 3 | GEORGIA LEGAL SERVICES PROGRAM GEORGIA LEGAL SERVICES PROGRAM BARGAINING UNIT EMPLOYEES 403(B) PLAN |
ATLANTA GA |
| 102 |
| $6.0M |
| $521K |
| 4 | MAB COMMUNITY SERVICES INC. MAB COMMUNITY SERVICES RETIREMENT SAVINGS PLAN | BROOKLINE MA | 607 | $5.3M | $37K |
| 5 | NORTHEAST ARC, INC. NORTHEAST ARC 403(B)PLAN | DANVERS MA | 310 | $23.0M | $5K |