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 in their Schedule of Assets, totaling $115.2M 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 | OHIOHEALTH OHIOHEALTH RETIREMENT SAVINGS PLAN 403(B) | COLUMBUS OH | 32,259 | $2.7B | $95.6M |
| 2 | GREAT RIVER MEDICAL CENTER SOUTHEAST IOWA REGIONAL MEDICAL CENTER 403(B) | WEST BURLINGTON IA | 221 | $85.7M | $12.3M |
| 3 | MONADNOCK COMMUNITY HOSPITAL MONADNOCK COMMUNITY HOSPITAL 403(B) RETIREMENT PLAN |
PETERBOROUGH NH |
| 608 |
| $51.1M |
| $5.1M |
| 4 | OHIOHEALTH OHIOHEALTH RETIREMENT SAVINGS PLAN 401(K) | COLUMBUS OH | 197 | $42.7M | $1.7M |
| 5 | THE MENTAL HEALTH CENTER OF GREATER MANCHESTER THE MENTAL HEALTH CENTER OF GREATER MANCHESTER TAX SHELTERED ANNUITY PLAN | MANCHESTER NH | 449 | $28.4M | $316K |
| 6 | SMART WAREHOUSING, LLC SMART WAREHOUSING, LLC 401(K) PLAN | OVERLAND PARK KS | 480 | $12.0M | $47K |
| 7 | PRESBYTERIAN HOMES AND SERVICES PRESBYTERIAN HOMES AND SERVICES TAX DEFERRED ANNUITY PLAN | ROSEVILLE MN | 7,930 | $121.8M | $40K |
