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 | $106K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MARSH MCLENNAN AGENCY | 26-3237576 | — | INVESTMENT ADVISOR | $27K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Registered investment company Participant- | Other securities | — | — | $3.0M | 22.6% | |
| Lincoln Stable Value Guaranteed annuity contract Omitted for | Other securities | — | — | $1.6M | 11.7% | |
| American Funds American Mutual Class R6 Registered investment company Directed | Other securities | — | — | $1.3M | 9.6% | |
| Fidelity Mid Cap Index Registered investment company Funds | Other securities | — | — | $1.3M | 9.5% | |
| Fidelity Us Bond Index Registered investment company | Other securities | — | — | $1.1M | 8.4% | |
| Jpmorgan Core Bond Class R6 Registered investment company | Other securities | — | — | $890K | 6.7% | |
| Fidelity Inflation Protected Bond Index Registered investment company | Other securities | — | — | $721K | 5.5% | |
| Fidelity Small Cap Index Registered investment company | Other securities | — | — | $459K | 3.5% | |
| MFS International Diversification Class R6 Registered investment company | Other securities | — | — | $402K | 3.0% | |
| Dfa Emerging Markets Core Equity Institutional Class Registered investment company | Other securities | — | — | $397K | 3.0% | |
| Victory Sycamore Established Value Class R6 Registered investment company | Other securities | — | — | $327K | 2.5% | |
| American Funds Europacific Growth Class R6 Registered investment company | Other securities | — | — | $235K | 1.8% | |
| Ab Large Cap Growth Class Z Registered investment company | Other securities | — | — | $188K | 1.4% | |
| Mfs Mid Cap Growth Class R6 Registered investment company | Other securities | — | — | $178K | 1.4% | |
| Massmutual Small Cap Growth Equity Class I Registered investment company | Other securities | — | — | $128K | 1.0% | |
| Janus Henderson Triton Class N Registered investment company | Other securities | — | — | $111K | 0.8% | |
| Fidelity Advisor Strategic Income Fund: Class Z Registered investment company | Other securities | — | — | $60K | 0.5% | |
| American Century Small Cap Value R6 Class Registered investment company | Other securities | — | — | $41K | 0.3% | |
| maturing through 2028 | Other securities | — | — | $15K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RSM US LLP | 42-0714325 | — | AUDITOR | $14K | — |
