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 | $102K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| INSTITUTIONAL INVESTMENT CONSULTING | 81-0635433 | — | INVESTMENT ADVISOR | $35K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Lincoln Financial Group Stable Value Contract Guaranteed Investment Contract | Stable Value | — | — | $30.0M | 25.4% | |
| Vanguard 500 Index Admiral Class Mutual Fund | Other securities | — | — | $19.4M | 16.4% | |
| Jpmorgan Core Bond Class R6 Mutual Fund | Other securities | — | — | $17.3M | 14.7% | |
| Vanguard Developed Markets Index Institutional Shares Mutual Fund | Other securities | — | — | $7.2M | 6.1% | |
| Vanguard Inflation Protected Securities Institutional Shares Mutual Fund | Other securities | — | — | $6.6M | 5.5% | |
| Jpmorgan Large Cap Growth Class R6 Mutual Fund | Other securities | — | — | $5.7M | 4.8% | |
| T Rowe Price Value I Class Mutual Fund | Other securities | — | — | $5.0M | 4.2% | |
| American Funds Capital World Growth And Income Class R6 Mutual Fund | Other securities | — | — | $3.9M | 3.3% | |
| Mfs Mid Cap Value Class R6 Mutual Fund | Other securities | — | — | $3.8M | 3.2% | |
| Mfs International Intrinsic Value Class R6 Mutual Fund | Other securities | — | — | $2.6M | 2.2% | |
| Jpmorgan Small Cap Equity Class R6 Mutual Fund | Other securities | — | — | $2.6M | 2.2% | |
| Vanguard Small Cap Index Admiral Shares Mutual Fund | Other securities | — | — | $2.4M | 2.1% | |
| Vanguard Mid Cap Index Admiral Shares Mutual Fund | Other securities | — | — | $2.1M | 1.8% | |
| Vanguard Explorer Admiral Shares Mutual Fund | Other securities | — | — | $1.5M | 1.3% | |
| Blackrock Total Return Class K Shares Mutual Fund | Other securities | — | — | $1.5M | 1.3% | |
| Participant Loans Interest Rates of 4.25% to 9.50% - | Bonds / Notes | — | — | $1.4M | 1.2% | |
| Lincoln Group Fixed Annuity Contract Guaranteed Investment Contract | Stable Value | — | — | $1.2M | 1.1% | |
| Fidelity Advisor Small Cap Value Fund: Class Z Mutual Fund | Other securities | — | — | $966K | 0.8% | |
| Macquarie Diversified Income Mutual Fund | Other securities | — | — | $844K | 0.7% | |
| Janus Henderson Enterprise Class N Mutual Fund | Other securities | — | — | $812K | 0.7% | |
| Vanguard International Growth Admiral Shares Mutual Fund | Other securities | — | — | $804K | 0.7% | |
| LVIP DIMENSIONAL U.S. CORE EQUITY 1 Mutual Fund | Other securities | — | — | $132K | 0.1% | |
| LVIP JPMORGAN RETIREMENT INCOME FUND Mutual Fund | Other securities | — | — | $98K | <0.1% | |
| LVIP MACQUARIE SOCIAL AWARENESS Mutual Fund | Other securities | — | — | $73K | <0.1% | |
| LVIP GLOBAL GROWTH ALLOCATION MANGD RISK Mutual Fund | Other securities | — | — | $58K | <0.1% | |
| LVIP BLENDED LRG CAP GROWTH MNGD VOLTLTY Mutual Fund | Other securities | — | — | $46K | <0.1% | |
| FIDELITY VIP CONTRAFUND Mutual Fund | Other securities | — | — | $34K | <0.1% | |
| LVIP T ROWE PRICE 2030 FUND Mutual Fund | Other securities | — | — | $26K | <0.1% | |
| AMERICAN FUNDS GLOBAL GROWTH Mutual Fund | Other securities | — | — | $24K | <0.1% | |
| LVIP BARON GROWTH OPPORTUNITIES Mutual Fund | Other securities | — | — | $18K | <0.1% | |
| AMERICAN FUNDS GROWTH-INCOME Mutual Fund | Other securities | — | — | $12K | <0.1% | |
| LVIP MACQUARIE VALUE SERIES Mutual Fund | Other securities | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
