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 | — | SERVICE PROVIDER | $206K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HANYS BENEFIT SERVICESE | 14-1764768 | — | INVESTMENT ADVISORY | $97K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| T Rowe Price Retirement Target-I Class Date 2030 | Other securities | — | — | $29.1M | 18.1% | |
| T Rowe Price Retirement Target-I Class Date 2040 | Other securities | — | — | $27.9M | 17.3% | |
| T Rowe Price Retirement Target-I Class Date 2050 | Other securities | — | — | $14.4M | 9.0% | |
| American Funds Allocation-50% to 70% Equity | Mutual Funds | — | — | $14.4M | 8.9% | |
| T Rowe Price Retirement Target-I Class Date 2020 | Other securities | — | — | $13.2M | 8.2% | |
| Stable Value Contract * Lincoln Life & Annuity Company of New York Lincoln NY Stable Value Account | Other securities | — | — | $12.0M | 7.4% | |
| Vanguard Large Blend | Other securities | — | — | $9.1M | 5.6% | |
| Vanguard Growth Index | Other securities | — | — | $4.9M | 3.1% | |
| MFS Mid-Cap Value | Other securities | — | — | $3.7M | 2.3% | |
| T Rowe Price Retirement Target-I Class Date 2035 | Other securities | — | — | $2.9M | 1.8% | |
| Metropolitan West Intermediate-Term Bond | Other securities | — | — | $2.9M | 1.8% | |
| T Rowe Price Retirement Target-I Class Date 2045 | Other securities | — | — | $2.7M | 1.7% | |
| T Rowe Price Retirement Target-I Class Date 2025 | Other securities | — | — | $2.4M | 1.5% | |
| JP Morgan Mid-Cap Growth | Other securities | — | — | $2.4M | 1.5% | |
| T Rowe Price Retirement Target-I Class Date 2055 | Other securities | — | — | $1.6M | 1.0% | |
| Vanguard Mid-Cap Blend | Other securities | — | — | $1.5M | 0.9% | |
| Vanguard Small Blend | Other securities | — | — | $1.4M | 0.9% | |
| American Funds Foreign Large Growth | Other securities | — | — | $1.3M | 0.8% | |
| T Rowe Price International Foreign Small/Mid-Growth | Other securities | — | — | $973K | 0.6% | |
| BlackRock High Yield Bond | Other securities | — | — | $654K | 0.4% | |
| T Rowe Price Retirement Target-I Class Date 2060 | Other securities | — | — | $471K | 0.3% | |
| T Rowe Price Retirement Target-I Class Date 2015 | Other securities | — | — | $459K | 0.3% | |
| MFS Large Value | Other securities | — | — | $352K | 0.2% | |
| Principal Real Estate Securities Real Estate | Other securities | — | — | $267K | 0.2% | |
| Vanguard Small Value | Other securities | — | — | $214K | 0.1% | |
| DFA Inflation Protected Bond | Other securities | — | — | $178K | 0.1% | |
| T Rowe Price Retirement Target-I Class Date 2065 | Other securities | — | — | $177K | 0.1% | |
| DFA US Small Cap Growth | Other securities | — | — | $121K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
