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 | $275K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HANYS BENEFIT SERVICES | 14-1764768 | — | SERVICE PROVIDER | $123K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Large Blend | Other securities | — | — | $25.4M | 12.6% | |
| T Rowe Price Retirement Target-Date 2030 | Other securities | — | — | $22.4M | 11.1% | |
| Stable Value Contract * Lincoln Life & Annuity Company of New York Lincoln NY Stable Value Account | Other securities | — | — | $19.4M | 9.6% | |
| T Rowe Price Retirement Target-Date 2040 | Other securities | — | — | $17.8M | 8.9% | |
| Vanguard Growth Index Admiral | Other securities | — | — | $15.7M | 7.8% | |
| MFS Mid-Cap Value | Other securities | — | — | $11.0M | 5.5% | |
| T Rowe Price Retirement Target-Date 2020 | Other securities | — | — | $10.6M | 5.3% | |
| Metropolitan West Intermediate Core-Plus Bond | Other securities | — | — | $9.2M | 4.6% | |
| T Rowe Price Retirement Target-Date 2050 | Other securities | — | — | $7.2M | 3.6% | |
| American Funds Moderate Allocation | Other securities | — | — | $6.3M | 3.1% | |
| T Rowe Price Retirement Target-Date 2025 | Other securities | — | — | $5.8M | 2.9% | |
| Vanguard Mid-Cap Blend | Other securities | — | — | $5.0M | 2.5% | |
| JPMorgan Mid-Cap Growth | Other securities | — | — | $4.7M | 2.3% | |
| American Funds Foreign Large Growth | Mutual Funds | — | — | $4.7M | 2.3% | |
| T Rowe Price Retirement Target-Date 2035 | Other securities | — | — | $4.5M | 2.2% | |
| T Rowe Price Retirement Target-Date 2045 | Other securities | — | — | $4.4M | 2.2% | |
| Vanguard Small Blend | Other securities | — | — | $3.9M | 2.0% | |
| various dates through December 31, 2029 | Other securities | — | — | $3.0M | 1.5% | |
| T Rowe Price International Foreign Small/Mid-Growth | Other securities | — | — | $2.7M | 1.3% | |
| BlackRock High Yield Bond | Other securities | — | — | $2.1M | 1.0% | |
| T Rowe Price Retirement Target-Date 2015 | Other securities | — | — | $2.1M | 1.0% | |
| T Rowe Price Retirement Target-Date 2055 | Other securities | — | — | $1.7M | 0.9% | |
| Vanguard Small Value | Other securities | — | — | $1.2M | 0.6% | |
| DFA Inflation Protected Bond | Other securities | — | — | $1.1M | 0.5% | |
| MFS Large Value | Other securities | — | — | $1.0M | 0.5% | |
| T Rowe Price Retirement Target-Date 2060 | Other securities | — | — | $946K | 0.5% | |
| Principal Real Estate Securities Inst Real Estate | Other securities | — | — | $673K | 0.3% | |
| MEDLEY PSF STOCK INDEX PORTFOLIO THE PRUDENTIAL INSURANCE COMPANY OF AMERICA · EIN 22-1211670 / PN 070 | Pooled Separate Account | — | — | $524K | 0.3% | |
| DFA U.S. Small Cap Growth Portfolio | Other securities | — | — | $470K | 0.2% | |
| T Rowe Price Retirement Target-Date 2065+ | Other securities | — | — | $332K | 0.2% | |
| MEDLEY PRUDENTIAL CAPITAL GROWTH AC THE PRUDENTIAL INSURANCE COMPANY OF AMERICA · EIN 22-1211670 / PN 005 | Pooled Separate Account | — | — | $139K | <0.1% | |
| MEDLEY PSF PGIM 50/50 BALANCED PORT THE PRUDENTIAL INSURANCE COMPANY OF AMERICA · EIN 22-1211670 / PN 087 | Pooled Separate Account | — | — | $18K | <0.1% | |
| MEDLEY PSF GLOBAL PORTFOLIO ( THE PRUDENTIAL INSURANCE COMPANY OF AMERICA · EIN 22-1211670 / PN 071 | Pooled Separate Account | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
