Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | 35-1140070 | FORT WAYNE, IN | SERVICE PROVIDER | $43K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDUCIENT ADVISORS LLC | 36-4001764 | MINNEAPOLIS, MN | CONSULTANT | $17K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Lincoln Stable Value Separate Account Group Annuity Contract | Common Stock | — | — | $3.8M | 18.0% | |
| American Century Growth R6 Class Mutual Fund | Other securities | — | — | $2.5M | 11.7% | |
| Vanguard Total Bond Market Index Admiral Shares Mutual Fund | Other securities | — | — | $2.2M | 10.6% | |
| T Rowe Price Equity Income I Class Mutual Fund | Other securities | — | — | $1.7M | 8.3% | |
| American Funds New Perspective Class R6 Mutual Fund | Other securities | — | — | $1.7M | 8.1% | |
| Vanguard 500 Index Admiral Class Mutual Fund | Other securities | — | — | $1.6M | 7.5% | |
| PGIM Total Return Bond Class R6 Mutual Fund | Other securities | — | — | $1.4M | 6.4% | |
| American Funds American Balanced Class R6 Mutual Fund | Other securities | — | — | $1.4M | 6.4% | |
| MFS International Value Class I Mutual Fund | Other securities | — | — | $1.2M | 5.7% | |
| American Century Small Cap Value R6 Class Mutual Fund | Other securities | — | — | $1.1M | 5.4% | |
| John Hancock Funds Disciplined Value Mid Cap Class R6 Mutual Fund | Other securities | — | — | $901K | 4.3% | |
| TIAA CREF Social Choice Equity Institutional Class Mutual Fund | Other securities | — | — | $719K | 3.4% | |
| Virtus Duff and Phelps Real Estate Securities Class R6 Mutual Fund | Other securities | — | — | $441K | 2.1% | |
| Baird MidCap Institutional Class Mutual Fund | Other securities | — | — | $412K | 1.9% | |
| various maturities * Notes receivable from participants through 2032) -0- | Other securities | — | — | $67K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
