Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Lincoln National Life Fixed Account in their Schedule of Assets, totaling $2.6M 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 | THE ST. PAUL'S SCHOOLS 403(B) RETIREMENT PLAN ST. PAUL'S SCHOOL 403(B) RETIREMENT PLAN | BROOKLANDVILLE MD | 418 | $83.7M | $999K |
| 2 | AMERY REGIONAL MEDICAL CENTER AMERY HOSPITAL & CLINIC 403(B)PLAN | MINNEAPOLIS MN | 410 | $34.0M | $801K |
| 3 | HUDSON HOSPITAL HUDSON HOSPITAL, INC. 403(B) PLAN |
MINNEAPOLIS MN |
| 448 |
| $33.6M |
| $584K |
| 4 | THE JEWISH ASSOCIATION FOR SERVICES FOR THE AGED TAX DEFERRED ANNUITY PLAN OF THE JEWISH ASSOCIATION FOR SERVICES FOR THE AGED | NEW YORK NY | 109 | $16.5M | $180K |