Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Lincoln National Life - Multifund American Funds Growth- Income in their Schedule of Assets, totaling $30K 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 | D. A. BLODGETT - ST. JOHN'S D. A. BLODGETT - ST. JOHN'S 403(B) PLAN | GRAND RAPIDS MI | 157 | $11.0M | $20K |
| 2 | CHOANOKE AREA DEVELOPMENT ASSOCIATION OF NORTH CAROLINA, INC. CHOANOKE AREA DEVELOPMENT ASSOCIATION 403(B) PLAN | RICH SQUARE NC | 135 | $4.1M | $10K |
