Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Lincoln in their Schedule of Assets, totaling $47.2M 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 | VITAS HEALTHCARE CORPORATION VITAS HEALTHCARE CORPORATION 401(K) PLAN | MIAMI FL | 10,878 | $492.6M | $40.5M |
| 2 | CHMC ANESTHESIA FOUNDATION, INC. CHMC ANESTHESIA FOUNDATION, INC. 403(B) PLAN | BOSTON MA | 155 | $96.4M | $3.3M |
| 3 | G AND W FOODS, INC. G AND W FOODS 401(K) PLAN |
WILLOW SPRINGS MO |
| 918 |
| $1.9M |
| $1.8M |
| 4 | A & A SAFETY, INC. A & A SAFETY, INC. 401(K) RETIREMENT PLAN | AMELIA OH | 299 | $10.8M | $1.2M |
| 5 | CHILDNET YOUTH AND FAMILY SERVICES, INC. CHILDNET YOUTH AND FAMILY SERVICES, INC. 403(B) RETIREMENT PLAN | LONG BEACH CA | 313 | $24.5M | $463K |
| 6 | MINNEAPOLIS COLLEGE OF ART AND DESIGN MINNEAPOLIS COLLEGE OF ART AND DESIGN DEFINED CONTRIBUTION RETIREMENT PLAN | MINNEAPOLIS MN | 253 | $29.7M | $459 |
| 7 | HENRY C. NEVINS HOME INC. HENRY C. NEVINS HOME INC.403(B) PLAN | METHUEN MA | 207 | $2.9M | $291 |
