Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | 35-0472300 | FORT WAYNE, IN | RECORDKEEPER | $70K | — |
| COMPASS 360, LLC | 81-1939215 | STRATHAM, NH | RECORDKEEPER | $21K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity and RBC Self Directed Brokerage Accounts | OTHER | — | — | $6.7M | 34.0% | |
| Lincoln Financial Group Trust Vanguard 500 Index | Common Stock | — | — | $4.1M | 20.9% | |
| Lincoln Financial Group Trust Vanguard Target Retirement 2030 | Common Stock | — | — | $1.8M | 9.1% | |
| Lincoln Financial Group Trust Ameritrade Self Directed Brokerage Account | Common Stock | — | — | $1.7M | 8.4% | |
| Lincoln Financial Group Trust Vanguard Target Retirement 2035 | Common Stock | — | — | $1.6M | 8.1% | |
| Lincoln Financial Group Trust Vanguard Target Retirement 2045 | Common Stock | — | — | $658K | 3.3% | |
| Lincoln Financial Group Trust Vanguard Target Retirement 2040 | Common Stock | — | — | $639K | 3.2% | |
| Lincoln Financial Group Trust Vanguard Target Retirement 2025 | Common Stock | — | — | $585K | 3.0% | |
| Lincoln Financial Group Trust Vanguard Small Cap Growth Index Admiral Shares | Common Stock | — | — | $532K | 2.7% | |
| Lincoln Financial Group Trust T Rowe Price Dividend Growth | Common Stock | — | — | $315K | 1.6% | |
| Lincoln Financial Group Trust Vanguard Target Retirement 2050 | Common Stock | — | — | $210K | 1.1% | |
| Lincoln Financial Group Trust Vanguard Target Retirement 2020 | Common Stock | — | — | $161K | 0.8% | |
| Lincoln Financial Group Trust Baird Aggregate Bone Class Institutional | Common Stock | — | — | $115K | 0.6% | |
| Vanguard Mid Cap Value Index Admiral Shares Registered Investments | Common Stock | — | — | $107K | 0.5% | |
| Lincoln Financial Group Trust Vanguard Target Retirement 2055 | Common Stock | — | — | $103K | 0.5% | |
| Lincoln Financial Group Trust Blackrock High Yield Bond 46 * Lincoln Financial Group Trust Invesco Growth and Income | Common Stock | — | — | $88K | 0.4% | |
| Lincoln Financial Group Trust American Funds The Growth Fund of America | Common Stock | — | — | $74K | 0.4% | |
| Lincoln Financial Group Trust Lincoln Stable Value Account | Common Stock | — | — | $70K | 0.4% | |
| Lincoln Financial Group Trust Vanguard Target Retirement Income Investor | Common Stock | — | — | $62K | 0.3% | |
| Lincoln Financial Group Trust Vanguard Target Retirement 2060 | Common Stock | — | — | $28K | 0.1% | |
| Lincoln Financial Group Trust MFS Mid Cap Growth Class | Common Stock | — | — | $18K | <0.1% | |
| Lincoln Financial Group Trust Pimco Income | Common Stock | — | — | $18K | <0.1% | |
| Lincoln Financial Group Trust American Funds New World | Common Stock | — | — | $17K | <0.1% | |
| Lincoln Financial Group Trust American Funds International Growth | Common Stock | — | — | $17K | <0.1% | |
| Lincoln Financial Group Trust Vanguard Lifestrategy Growth Investor Shares | Common Stock | — | — | $17K | <0.1% | |
| Lincoln Financial Group Trust Vanguard Target Retirement 2065 | Common Stock | — | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
