Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Lincoln Pathbuilder Income in their Schedule of Assets, totaling $87K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | DICKINSON COUNTY HEALTHCARE SYSTEM DICKINSON COUNTY HEALTHCARE SYSTEM 401(K) PLAN | IRON MOUNTAIN MI | 564 | $36.3M | $39K |
| 2 | TEKLA RESEARCH, INC. TEKLA RESEARCH, INC. 401(K) PLAN | LEXINGTON PARK MD | 276 | $30.4M | $38K |
| 3 | LIFE UNIVERSITY, INC. LIFE UNIVERSITY, INC. 401(K) SAVINGS PLAN |
MARIETTA GA |
| 633 |
| $39.2M |
| $11K |
