Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Lincoln National Life Insurance Co. Fixed account in their Schedule of Assets, totaling $3.0M 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 | CORNERSTONE MONTGOMERY, INC. CORNERSTONE MONTGOMERY, INC. 403(B) RETIREMENT PLAN | ROCKVILLE MD | 574 | $17.5M | $1.4M |
| 2 | LEGAL AID SOCIETY OF EASTERN VIRGINIA LEGAL AID SOCIETY OF EASTERN VIRGINIA 403(B) CONTRIBUTORY TDA PLAN | NORFOLK VA | 60 | $5.3M | $1.2M |
| 3 | WILLIAMSBURG LANDING, INC. |
WILLIAMSBURG VA |
| 424 |
| $8.7M |
| $448K |
