Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Lincoln Life & Annuity Company of New York Group fixed annuity contract - rate of 2.0% in their Schedule of Assets, totaling $3.4M 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 | CHARLES T. SITRIN HEALTH CARE CENTER SITRIN 403B PLAN | NEW HARTFORD NY | 538 | $15.3M | $3.4M |
