Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Lincoln National Life Insurance Company Group annuity contract in their Schedule of Assets, totaling $867K 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 | ATLANTA FORK LIFTS, INC. ATLANTA FORK LIFTS, INC. 401(K) PROFIT SHARING PLAN | SUWANEE GA | 455 | $25.1M | $633K |
| 2 | EVERGREEN RETIREMENT COMMUNITY, INC. EVERGREEN RETIREMENT COMMUNITY, INC. 403(B) PLAN | OSHKOSH WI | 326 | $12.2M | $234K |
