Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Lincoln National Life Insurance Company BlackRock Global Allocation — in their Schedule of Assets, totaling $399K 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 | $193K |
| 2 | SUTTER HEALTH SUTTER HEALTH 403(B) LEGACY RETIREMENT PLAN | SACRAMENTO CA | 268 | $60.9M | $89K |
| 3 | UNITED CEREBRAL PALSY HEARTLAND UNITED CEREBRAL PALSY HEARTLAND EMPLOYEE RETIREMENT PLAN |
BERKELEY MO |
| 404 |
| $8.0M |
| $34K |
| 4 | MOUNTAIN PARK HEALTH CENTER MOUNTAIN PARK HEALTH CENTER RETIREMENT PLAN | PHOENIX AZ | 1,404 | $46.9M | $29K |
| 5 | BEAUMONT RETIREMENT SERVICES, INC BEAUMONT RETIREMENT SERVICES, INC. 403(B) RETIREMENT SAVINGS PLAN | BRYN MAWR PA | 274 | $15.5M | $28K |
| 6 | J127 EDUCATION FOUNDATION J127 EDUCATION FOUNDATION 403(B) THRIFT PLAN | FAIRFAX VA | 245 | $6.5M | $14K |
| 7 | RIVERSIDE RESORT AND CASINO RIVERSIDE RESORT AND CASINO 401(K) PLAN | LAUGHLIN NV | 952 | $12.3M | $10K |
| 8 | THE JEMICY SCHOOL THE JEMICY SCHOOL RETIREMENT PLAN | OWINGS MILLS MD | 169 | $23.5M | $2K |
