Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Lincoln National Life Insurance Co. MFS Utilities in their Schedule of Assets, totaling $2.0M 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 | SENTARA HEALTH SENTARA 403(B) SAVINGS PLAN | VIRGINIA BEACH VA | 30,766 | $3.7B | $747K |
| 2 | LEGAL AID SOCIETY OF EASTERN VIRGINIA LEGAL AID SOCIETY OF EASTERN VIRGINIA 403(B) CONTRIBUTORY TDA PLAN | NORFOLK VA | 60 | $5.3M | $603K |
| 3 | EISENHOWER MEDICAL CENTER EISENHOWER MEDICAL CENTER 403(B) RETIREMENT PLAN |
RANCHO MIRAGE CA |
| 4,917 |
| $435.5M |
| $469K |
| 4 | WILLIAMSBURG LANDING, INC. WILLIAMSBURG LANDING, INC. 403(B) RETIREMENT PLAN | WILLIAMSBURG VA | 424 | $8.7M | $172K |
