Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Lincoln Lincoln Stable Value in their Schedule of Assets, totaling $1.2M 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 | ORION FEDERAL CREDIT UNION ORION FEDERAL CREDIT UNION 401(K) PLAN | MEMPHIS TN | 173 | $13.0M | $839K |
| 2 | J & M STEEL SOLUTIONS, INC. J & M STEEL SOLUTIONS, INC. 401(K) PLAN FOR CASH BALANCE PLAN PARTICIPANTS | LEHI UT | 62 | $3.3M | $190K |
| 3 | THE AUGUST JACKSON COMPANY |
GAITHERSBURG MD |
| 160 |
| $16.3M |
| $136K |