Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 19 U.S. retirement plans report holding Lincoln National Life Insurance Company Lincoln Stable Value Account in their Schedule of Assets, totaling $31.7M 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 | MASONIC VILLAGES OF THE GRAND LODGE OF PENNSYLVANIA MASONIC VILLAGES OF THE GRAND LODGE OF PENNSYLVANIA 403(B) PLAN | ELIZABETHTOWN PA | 2,335 | $165.0M | $12.9M |
| 2 | HANCOCK ESTABROOK, LLP HANCOCK ESTABROOK, LLP RETIREMENT PLAN | SYRACUSE NY | 123 | $50.0M | $2.6M |
| 3 | SUN AND SANDS ENTERPRISES, LLC |
LA QUINTA CA |
| 112 |
| $14.9M |
| $2.1M |
| 4 | GOODWILL INDUSTRIES OF SOUTHEASTERN WISCONSIN, INC. GOODWILL INDUSTRIES OF SOUTHEASTERN WISCONSIN, INC. EMPLOYEE MONEY ACCUMULATION PLAN | MILWAUKEE WI | 1,996 | $55.4M | $1.9M |
| 5 | UNIFIED CARE SERVICES LLC HEALTHCARE EMPLOYEES RETIREMENT SAVINGS PLAN | TORRANCE CA | 730 | $12.7M | $1.7M |
| 6 | FIRST STATE BANK OF ST. CHARLES MISSOURI FIRST STATE BANK OF ST. CHARLES MISSOURI 401(K) PLAN | LAKE ST. LOUIS MO | 180 | $25.2M | $1.7M |
| 7 | SAGINAW CONTROL & ENGINEERING, INC. SAGINAW CONTROL & ENGINEERING, INC. SALARY SAVINGS PLAN | SAGINAW MI | 493 | $27.5M | $1.6M |
| 8 | PROFESSIONAL THERAPY SERVICES, INC. PTS EMPLOYEE'S 401(K) PLAN | BELLEVILLE IL | 330 | $22.3M | $1.3M |
| 9 | GLOBAL IID PARENT, LLC GLOBAL IID 401(K) PLAN | GRAPEVINE TX | 636 | $23.0M | $1.2M |
| 10 | GOODWILL INDUSTRIES OF SOUTHEASTERN WISCONSIN, INC. GOODWILL INDUSTRIES OF SOUTHEASTERN WISCONSIN, INC. 403(B) PLAN | MILWAUKEE WI | 6,652 | $29.9M | $1.1M |
