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 | — | SERVICE PROVIDER | $179K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2040 Investor Shares | Other securities | — | — | $34.4M | 16.9% | |
| Vanguard Target Retirement 2030 Investor Shares | Other securities | — | — | $29.4M | 14.5% | |
| Vanguard Target Retirement 2035 Investor Shares | Other securities | — | — | $19.2M | 9.5% | |
| Vanguard Target Retirement 2050 Investor Shares | Other securities | — | — | $16.1M | 7.9% | |
| Vanguard Target Retirement 2045 Investor Shares | Other securities | — | — | $14.4M | 7.1% | |
| Vanguard Target Retirement 2025 Investor Shares | Other securities | — | — | $12.7M | 6.2% | |
| Fidelity 500 Index | Other securities | — | — | $11.8M | 5.8% | |
| Vanguard Target Retirement 2055 Investor Shares | Other securities | — | — | $11.1M | 5.5% | |
| s * Lincoln Financial Group Lincoln Financial Group Stable Value | Guaranteed Income / GIC | — | — | $10.5M | 5.2% | |
| Vanguard Target Retirement 2020 Investor Shares | Other securities | — | — | $9.7M | 4.8% | |
| Harbor Capital Harbor Capital Appreciation Retirement Class | Other securities | — | — | $6.7M | 3.3% | |
| Vanguard Target Retirement 2060 Investor Shares | Other securities | — | — | $5.4M | 2.6% | |
| American Funds Euro Pacific Growth Fund Class R6 | Mutual Funds | — | — | $2.1M | 1.0% | |
| SEPARATE ACCOUNT II AMERICAN UNITED LIFE INSURANCE CO · EIN 35-0145825 / PN 000 | Pooled Separate Account | — | — | $2.0M | 1.0% | |
| JPMorgan Equity Income Class R6 | Other securities | — | — | $1.9M | 0.9% | |
| Eagle Mid Cap Growth CL R6 | Other securities | — | — | $1.7M | 0.8% | |
| Vanguard Target Retirement 2065 Investor Shares | Other securities | — | — | $1.7M | 0.8% | |
| Massachusetts Financial Services Mid Cap Value Class R6 | Other securities | — | — | $1.6M | 0.8% | |
| maturing through February 2047 | Other securities | — | — | $1.6M | 0.8% | |
| Vanguard Institutional Target Retirement Income Instl Shares | Other securities | — | — | $1.5M | 0.7% | |
| Dodge & Cox Dodge & Cox Income Class X | Other securities | — | — | $1.1M | 0.5% | |
| Vanguard Federal Money Market Investor Shares | Cash / Money Market | — | — | $1.1M | 0.5% | |
| Vanguard Explorer Admiral Share | Other securities | — | — | $962K | 0.5% | |
| Fidelity Small Cap Index | Other securities | — | — | $905K | 0.4% | |
| Fidelity Mid Cap Index | Other securities | — | — | $810K | 0.4% | |
| Victory Sycamore Small Company Opportunity R6 | Other securities | — | — | $720K | 0.4% | |
| State Street Global Advisors State Street Equity 500 Index | Other securities | — | — | $608K | 0.3% | |
| Fidelity Total International Index | Other securities | — | — | $534K | 0.3% | |
| Fidelity US Bond Index | Other securities | — | — | $514K | 0.3% | |
| Fidelity Investments Fidelity VIP Contrafund | Other securities | — | — | $360K | 0.2% | |
| American United Life Insurance Company AUL Fixed Account | Other securities | — | — | $339K | 0.2% | |
| Alger Large Cap Growth Portfolio | Pooled Separate Accounts | — | — | $290K | 0.1% | |
| Fidelity Investments Fidelity VIP Growth | Other securities | — | — | $230K | 0.1% | |
| T Rowe Price T Rowe Price Equity - Income | Other securities | — | — | $126K | <0.1% | |
| Vanguard Vif Small Company Growth | Other securities | — | — | $92K | <0.1% | |
| Goldman Sachs Money Market Government Admiral | Cash / Money Market | — | — | $63K | <0.1% | |
| American Funds Capital World Growth & Income | Other securities | — | — | $56K | <0.1% | |
| Janus Aspen Balanced S 346 Pioneer Equity Income Y | Other securities | — | — | $43K | <0.1% | |
| Calvert VP SRI Mid Cap Growth | Other securities | — | — | $20K | <0.1% | |
| Fidelity Investments Fidelity VIP Overseas | Other securities | — | — | $14K | <0.1% | |
| Fidelity Investments Fidelity Advisor Small Cap | Other securities | — | — | $11K | <0.1% | |
| Fidelity Investments Fidelity VIP High Income | Other securities | — | — | $11K | <0.1% | |
| Janus Aspen Global Research Inst | Other securities | — | — | $10K | <0.1% | |
| American Century Small Cap Value | Other securities | — | — | $7K | <0.1% | |
| Fidelity Investments Fidelity VIP Asset Manager | Other securities | — | — | $6K | <0.1% | |
| Fidelity Investments Fidelity VIP Equity Income | Other securities | — | — | $5K | <0.1% | |
| American Century VP Capital Appreciation | Other securities | — | — | $2K | <0.1% | |
| Janus Aspen Series Flex Bond 197 Janus Aspen Midcap Val | Other securities | — | — | $2K | <0.1% | |
| Pioneer Bond Y | Other securities | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
