Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding The Lincoln National Life Insurance Company in their Schedule of Assets, totaling $10.4M 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 | SIERRA VISTA CHILD AND FAMILY SERVICES SIERRA VISTA EMPLOYEE RETIREMENT PLAN | MODESTO CA | 229 | $13.9M | $10.3M |
| 2 | THE ARC JEFFERSON - ST. LAWRENCE NY THE ARC JEFFERSON - ST. LAWRENCE EMPLOYEES HEALTH & WELFARE PLAN | WATERTOWN NY | 106 | $150K | $143K |
