Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Lincoln National Life Insurance Company American Funds Global Growth in their Schedule of Assets, totaling $1.2M 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 | SUTTER HEALTH SUTTER HEALTH TAX DEFERRED ANNUITY EMPLOYER MATCH PLAN | SACRAMENTO CA | 826 | $153.1M | $736K |
| 2 | SUTTER HEALTH SUTTER HEALTH 403(B) LEGACY RETIREMENT PLAN | SACRAMENTO CA | 268 | $60.9M | $123K |
| 3 | MOUNTAIN PARK HEALTH CENTER MOUNTAIN PARK HEALTH CENTER RETIREMENT PLAN |
PHOENIX AZ |
| 1,404 |
| $46.9M |
| $123K |
| 4 | TRINITY HEALTH CORPORATION TRINITY HEALTH CORPORATION ERISA 403(B) RETIREMENT PLAN (FROZEN) | LIVONIA MI | 668 | $403.3M | $65K |
| 5 | REDLANDS COMMUNITY HOSPITAL REDLANDS COMMUNITY HOSPITAL PLUS PROGRAM | REDLANDS CA | 1,627 | $173.8M | $63K |
| 6 | J127 EDUCATION FOUNDATION J127 EDUCATION FOUNDATION 403(B) THRIFT PLAN | FAIRFAX VA | 245 | $6.5M | $47K |
| 7 | BEAUMONT RETIREMENT SERVICES, INC BEAUMONT RETIREMENT SERVICES, INC. 403(B) RETIREMENT SAVINGS PLAN | BRYN MAWR PA | 274 | $15.5M | $19K |
