Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 26 U.S. retirement plans report holding Lincoln National Corp. in their Schedule of Assets, totaling $21.1M 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 | BOARD OF TRUSTEES, FELRA & UFCW PENSION FELRA & UFCW PENSION PLAN | SPARKS MD | 0 | $1.4B | $6.3M |
| 2 | TRUSTEES OF THE NATIONAL ELECTRICAL ANNUITY PLAN NATIONAL ELECTRICAL ANNUITY PLAN | ROCKVILLE MD | 89,789 | $18.1B | $2.9M |
| 3 | TRUSTEES OF THE NATIONAL ELECTRICAL BENEFIT FUND |
ROCKVILLE MD |
| 343,794 |
| $20.4B |
| $2.8M |
| 4 | U A LOCAL UNION OFFICERS & EMPLOYEES PENSION FUND UNITED ASSN FULL-TIME SAL OFF & EMP OF LOCL UNIONS COUNCILS, ST & PROV PEN PLAN | ANNAPOLIS MD | 1,925 | $1.3B | $1.5M |
| 5 | CITIGROUP INC. CITI RETIREMENT SAVINGS PLAN | STAMFORD CT | 74,487 | $23.2B | $1.1M |
| 6 | OLYMPUS CORPORATION OF THE AMERICAS OLYMPUS CORPORATION OF THE AMERICAS PENSION PLAN | CENTER VALLEY PA | 558 | $351.1M | $782K |
| 7 | BOARD OF TRUSTEES, PENSION TRUST FUND FOR OPERATING PENSION TRUST FUND FOR OPERATING ENGINEERS | ALAMEDA CA | 20,793 | $5.4B | $712K |
| 8 | UPMC UPMC MASTER TRUST | PITTSBURGH PA | — | $2.9B | $679K |
| 9 | DELL INC. DELL INC. 401(K) PLAN | ROUND ROCK TX | 36,668 | $14.7B | $628K |
| 10 | BOARD OF TRUSTEES OF NECA/IBEW FAMILY MEDICAL CARE TRUST FUND NECA/IBEW FAMILY MEDICAL CARE TRUST FUND | ROCKVILLE MD | 37,969 | $1.1B | $410K |
