Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Lincoln Stable Value Account Fixed annuity in their Schedule of Assets, totaling $3.6M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | OFFICE MANAGEMENT SYSTEMS, INC. OFFICE MANAGEMENT SYSTEMS, INC. 401(K) AND PROFIT SHARING PLAN | COLUMBUS MS | 160 | $16.5M | $1.4M |
| 2 | PILLAR CARE CONTINUUM, INC. PILLAR CARE CONTINUUM 401(K) RETIREMENT PLAN | EAST HANOVER NJ | 607 | $25.3M | $1.4M |
| 3 | UNITED METHODIST CHILDRENS HOME |
MONTGOMERY AL |
| 91 |
| $5.0M |
| $739K |