Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 17 U.S. retirement plans report holding Lincoln – Fixed Account in their Schedule of Assets, totaling $29.7M 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 | FAIRCHILD MEDICAL CENTER RETIREMENT ACCUMULATION PLAN FOR FAIRCHILD MEDICAL CENTER | YREKA CA | 580 | $51.4M | $17.0M |
| 2 | CANDELA CORPORATION CANDELA 401(K) PLAN | MARLBOROGH MA | 373 | $67.8M | $2.8M |
| 3 | PEACEHEALTH PEACEHEALTH SOUTHWEST MEDICAL CENTER RETIREMENT SAVINGS PLAN |
VANCOUVER WA |
| 3,642 |
| $343.5M |
| $1.9M |
| 4 | HOSPITAL FOR SPECIAL SURGERY THE HOSPITAL FOR SPECIAL SURGERY RETIREMENT PLAN FOR MANAGEMENT AND MEDICAL STAFF | NEW YORK NY | 744 | $267.1M | $1.7M |
| 5 | MEDVET, INC. MEDVET, INC. EMPLOYEES SAVINGS TRUST | WORTHINGTON OH | 3,503 | $146.7M | $1.4M |
| 6 | COMMUNITY HEALTH NETWORK, INC. COMMUNITY HEALTH NETWORK 403(B) RETIREMENT SAVINGS PLAN | INDIANAPOLIS IN | 1,479 | $164.1M | $1.3M |
| 7 | NEW YORK SOCIETY FOR THE RELIEF OF THE RUPTURED AND CRIPPLED THE HOSPITAL FOR SPECIAL SURGERY 403(B) PLAN | NEW YORK NY | 5,338 | $866.3M | $1.1M |
| 8 | MID-SOUTH INDEPENDENT SCHOOL BUSINESS OFFICERS, INC. THE INDEPENDENT SCHOOL GROUP RETIREMENT PLAN (MISBO) | MARIETTA GA | 2,981 | $394.8M | $782K |
| 9 | SAN DOMENICO SCHOOL SAN DOMENICO SCHOOL 403(B) RETIREMENT PLAN | SAN ANSELMO CA | 160 | $34.9M | $532K |
| 10 | HUSSON UNIVERSITY HUSSON UNIVERSITY SECTION 403(B) RETIREMENT PLAN | BANGOR ME | 822 | $67.0M | $496K |
