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 | $129K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HEALTHCARE COMMUNITY SECURITIES COR | 14-1764768 | — | ADVISORY | $62K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| T Rowe Price Retirement 2030 Class Mutual Fund | Other securities | — | — | $6.1M | 17.6% | |
| Vanguard 500 Index Admiral Class Mutual Fund | Other securities | — | — | $4.1M | 12.0% | |
| Vanguard Mid Cap Index Admiral Shares Mutual Fund | Other securities | — | — | $2.9M | 8.4% | |
| Vanguard Growth Index Admiral Shares Mutual Fund | Other securities | — | — | $2.5M | 7.4% | |
| T Rowe Price Retirement 2025 Class Mutual Fund | Other securities | — | — | $2.3M | 6.6% | |
| T Rowe Price Retirement 2035 Class Mutual Fund | Other securities | — | — | $2.0M | 5.9% | |
| T Rowe Price Retirement 2040 Class Mutual Fund | Other securities | — | — | $1.6M | 4.6% | |
| MET LIFE STABLE VALUE METROPOLITAN LIFE INSURANCE COMPANY · EIN 13-5581829 / PN 000 | Pooled Separate Account | — | — | $1.6M | 4.6% | |
| T Rowe Price Retirement 2020 Class Mutual Fund | Other securities | — | — | $1.2M | 3.6% | |
| T Rowe Price Retirement 2045 Class Mutual Fund | Other securities | — | — | $1.2M | 3.5% | |
| American Funds Europacific Growth Class R6 Mutual Fund | Other securities | — | — | $1.2M | 3.5% | |
| MFS Value Class R6 Mutual Fund | Other securities | — | — | $952K | 2.8% | |
| Champlain Mid Cap Institutional Mutual Fund | Other securities | — | — | $744K | 2.2% | |
| Metropolitan West Total Return Bond Class I Mutual Fund | Other securities | — | — | $717K | 2.1% | |
| Vanguard Inflation Protected Securities Admiral Shares Mutual Fund | Other securities | — | — | $623K | 1.8% | |
| T Rowe Price Retirement 2050 Class Mutual Fund | Other securities | — | — | $599K | 1.7% | |
| T Rowe Price Retirement 2055 Class Mutual Fund | Other securities | — | — | $594K | 1.7% | |
| Meridian Small Cap Growth Inst Class Mutual Fund | Other securities | — | — | $561K | 1.6% | |
| American Funds American Balanced Class R6 Mutual Fund | Other securities | — | — | $535K | 1.6% | |
| Blackrock High Yield Bond Institutional Shares Mutual Fund | Other securities | — | — | $418K | 1.2% | |
| John Hancock Funds Disciplined Value Mid Cap Class I Mutual Fund | Other securities | — | — | $394K | 1.1% | |
| T Rowe Price Retirement 2060 Class Mutual Fund | Other securities | — | — | $384K | 1.1% | |
| Principal Real Estate Securities Institutional Class Mutual Fund | Other securities | — | — | $330K | 1.0% | |
| American Funds Strategic Bond Class R6 Mutual Fund | Other securities | — | — | $193K | 0.6% | |
| Vanguard Small Cap Index Admiral Shares Mutual Fund | Other securities | — | — | $178K | 0.5% | |
| T Rowe Price Retirement 2015 Class Mutual Fund | Other securities | — | — | $173K | 0.5% | |
| T Rowe Price Retirement 2010 Class Mutual Fund | Other securities | — | — | $35K | 0.1% | |
| T Rowe Price Retirement 2065 Class Mutual Fund | Other securities | — | — | $26K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
