Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding Lincoln Stable Value Account Guaranteed investment contract in their Schedule of Assets, totaling $22.0M 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 | PREMIER HEALTH PARTNERS THE EMPLOYER RETIREMENT SAVINGS PLAN - PREMIER HEALTH PARTNERS | DAYTON OH | 13,415 | $243.8M | $11.3M |
| 2 | EASTER SEALS NEW JERSEY, INC. EASTER SEALS NEW JERSEY TAX SHELTERED ANNUITY PLAN | JAMESBURG NJ | 1,876 | $24.1M | $4.4M |
| 3 | MEDAMERICA HEALTH SYSTEMS CORPORATION |
DAYTON OH |
| 2,016 |
| $168.9M |
| $2.4M |
| 4 | BEACON ORAL SPECIALISTS MANAGEMENT LLC BEACON ORAL SPECIALISTS 401(K) PLAN | DALLAS TX | 1,053 | $54.0M | $920K |
| 5 | JOSEPHINE CARING COMMUNITY JOSEPHINE 403(B) RETIREMENT PLAN | STANWOOD WA | 236 | $9.1M | $918K |
| 6 | OLO INC. OLO INC. 401(K) PROFIT SHARING PLAN & TRUST | NEW YORK NY | 623 | $56.2M | $651K |
| 7 | THARANCO GROUP, INC. THARANCO GROUP, INC. 401(K) PLAN | SECAUCUS NJ | 333 | $14.1M | $377K |
| 8 | O'NEILL VINTNERS & DISTILLERS O'NEILL VINTNERS & DISTILLERS 401(K) PLAN | PARLIER CA | 398 | $22.0M | $360K |
| 9 | JUSTICE RESOURCE INSTITUTE, INC. 403(B) PLAN FOR EMPLOYEES OF JRI | NEEDHAM MA | 85 | $14.2M | $328K |
| 10 | HABEMCO, LLC HPUL SAVINGS PLAN LLC | UPPER LAKE CA | 247 | $7.3M | $174K |
