Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Lincoln National Life* American Funds Global Growth in their Schedule of Assets, totaling $1.1M 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 | THE NEW YORK-PRESBYTERIAN HOSPITAL THE RETIREMENT SAVINGS PLAN | NEW YORK NY | 50,152 | $4.8B | $953K |
| 2 | KOKUA KALIHI VALLEY COMPREHENSIVE FAMILY SERVICES KKV RETIREMENT PLAN | HONOLULU HI | 283 | $19.1M | $53K |
| 3 | NATIONAL UNIVERSITY NATIONAL UNIVERSITY RETIREMENT SAVINGS PLAN |
SAN DIEGO CA |
| 6,174 |
| $319.3M |
| $49K |
| 4 | HUDSON HOSPITAL HUDSON HOSPITAL, INC. 403(B) PLAN | MINNEAPOLIS MN | 448 | $33.6M | $11K |
| 5 | THE ST. PAUL'S SCHOOLS 403(B) RETIREMENT PLAN ST. PAUL'S SCHOOL 403(B) RETIREMENT PLAN | BROOKLANDVILLE MD | 418 | $83.7M | $3K |
| 6 | COLUMBUS HOSPICE, INC. 403(B) THRIFT PLAN OF COLUMBUS HOSPICE, INC. | COLUMBUS GA | 139 | $11.6M | $2K |
