Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Lincoln National Life Insurance Company Vanguard 500 Index in their Schedule of Assets, totaling $1.3M 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 | ASSOCIATED GENERAL CONTRACTORS OF MAINE ASSOCIATED GENERAL CONTRACTORS OF MAINE 401(K) PROFIT SHARING PLAN AND TRUST | AUGUSTA ME | 191 | $15.2M | $744K |
| 2 | NYLSI, INC. DBA SUNRISE TOYOTA SCION NYLSI, INC. DBA SUNRISE TOYOTA SCION 401(K) PLAN | OAKDALE NY | 129 | $7.7M | $309K |
| 3 | FUSIONSITE SERVICES LLC |
NASHVILLE TN |
| 862 |
| $6.1M |
| $205K |
