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 | $91K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UNUM LIFE INS CO OF AMERICA | 01-0278678 | — | SERVICE PROVIDER | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Guaranteed Annuity Contracts * Lincoln Life and Annuity Company of New York Lincoln Fixed Account N/A | Other securities | — | — | $25.8M | 41.3% | |
| T Rowe Price T Rowe Price Retirement 2030 N/A | Mutual Funds | — | — | $4.7M | 7.5% | |
| Lincoln National Life Insurance Company Macquarie VIP Sm Cap Val Ser N/A 137 Total Variable Annuity Contracts | Other securities | — | — | $4.3M | 6.9% | |
| Alliance Bernstein AB Large Cap Growth Class Z N/A | Other securities | — | — | $3.2M | 5.2% | |
| T Rowe Price T Rowe Price Retirement 2020 N/A | Other securities | — | — | $3.2M | 5.2% | |
| Lincoln Life and Annuity Company of New York Lincoln NY Stable Value Account N/A | Other securities | — | — | $2.8M | 4.6% | |
| T Rowe Price T Rowe Price Retirement 2040 N/A | Other securities | — | — | $2.7M | 4.3% | |
| Vanguard 500 Index Admiral Class N/A | Other securities | — | — | $2.7M | 4.3% | |
| MFS Value Class R3 N/A | Other securities | — | — | $2.0M | 3.2% | |
| Boston Trust & Walden Boston Trust Walden Small Cap N/A | Other securities | — | — | $1.5M | 2.4% | |
| Variable Annuity Contracts * Lincoln National Life Insurance Company Fidelity Growth Portfolio N/A | Other securities | — | — | $1.3M | 2.0% | |
| MFS International Diversification Class R4 N/A | Other securities | — | — | $1.1M | 1.8% | |
| Lincoln National Life Insurance Company LVIP SSGA S&P 500 Index N/A | Other securities | — | — | $1.1M | 1.8% | |
| Duff & Phelps Virtus Duff & Phelps Real Estate Securities Class I N/A | Other securities | — | — | $1.0M | 1.6% | |
| T Rowe Price T Rowe Price Institutional Mid Cap Equity Growth N/A | Other securities | — | — | $1.0M | 1.6% | |
| John Hancock John Hancock Funds Disciplined Value Mid Cap Class R4 N/A | Other securities | — | — | $1000K | 1.6% | |
| JP Morgan JP Morgan Core Plus Bond Class R6 N/A | Other securities | — | — | $893K | 1.4% | |
| T Rowe Price T Rowe Price Retirement 2050 N/A | Other securities | — | — | $655K | 1.0% | |
| T Rowe Price T Rowe Price Retirement 2025 N/A | Other securities | — | — | $617K | 1.0% | |
| T Rowe Price T Rowe Price Retirement 2045 N/A | Other securities | — | — | $594K | 0.9% | |
| T Rowe Price T Rowe Price Retirement 2015 N/A | Other securities | — | — | $460K | 0.7% | |
| T Rowe Price T Rowe Price Retirement 2010 N/A | Other securities | — | — | $434K | 0.7% | |
| Lincoln National Life Insurance Company LVIP T.Rowe Price Structured N/A | Other securities | — | — | $304K | 0.5% | |
| Lincoln National Life Insurance Company American Funds Growth Fund N/A | Other securities | — | — | $296K | 0.5% | |
| T Rowe Price T Rowe Price Retirement 2035 N/A | Other securities | — | — | $253K | 0.4% | |
| T Rowe Price T Rowe Price Retirement Balanced N/A | Other securities | — | — | $247K | 0.4% | |
| Lincoln National Life Insurance Company LVIP Baron Grth Opportunities N/A | Other securities | — | — | $245K | 0.4% | |
| Lincoln National Life Insurance Company American Funds Growth-Income N/A | Other securities | — | — | $230K | 0.4% | |
| Vanguard Small Cap Index Admiral Shares N/A | Other securities | — | — | $220K | 0.4% | |
| T Rowe Price T Rowe Price Retirement 2055 N/A | Other securities | — | — | $199K | 0.3% | |
| Pimco International Bond US Dollar Hedged Institutional Class N/A | Other securities | — | — | $184K | 0.3% | |
| Vanguard Total International Stock Index Admiral Shares N/A | Other securities | — | — | $137K | 0.2% | |
| Fidelity Advisor Limited Term Bond Class I N/A | Other securities | — | — | $135K | 0.2% | |
| Lincoln National Life Insurance Company LVIP SSGA Small-Cap Index N/A | Other securities | — | — | $131K | 0.2% | |
| Lincoln National Life Insurance Company Fidelity Contrafund Portfolio N/A | Other securities | — | — | $112K | 0.2% | |
| Lincoln National Life Insurance Company Fidelity Asset Manager N/A | Other securities | — | — | $103K | 0.2% | |
| Lincoln National Life Insurance Company T.Rowe Price Int'l Stock N/A | Other securities | — | — | $102K | 0.2% | |
| DBR & Co DBR&Co Moderate Conservative Portfolio N/A | Common Stock | — | — | $95K | 0.2% | |
| Vanguard Mid Cap Index Admiral Shares N/A | Other securities | — | — | $86K | 0.1% | |
| Lincoln National Life Insurance Company Janus Henderson Glb Research N/A | Other securities | — | — | $82K | 0.1% | |
| Lincoln National Life Insurance Company LVIP Macquarie Social Awrn Fd N/A | Other securities | — | — | $72K | 0.1% | |
| DBR & Co DBR&Co Moderate Aggressive Portfolio N/A | Common Stock | — | — | $69K | 0.1% | |
| Lincoln National Life Insurance Company LVIP Am Century Bal Fd N/A | Other securities | — | — | $48K | <0.1% | |
| Lincoln National Life Insurance Company LVIP T.Rowe Price 2030 N/A | Other securities | — | — | $46K | <0.1% | |
| Lincoln National Life Insurance Company LVIP Macquarie Bond Fund N/A | Other securities | — | — | $41K | <0.1% | |
| Lincoln National Life Insurance Company American Funds International N/A | Other securities | — | — | $22K | <0.1% | |
| Lincoln National Life Insurance Company LVIP Dimensional US Core EQTY1 N/A | Other securities | — | — | $20K | <0.1% | |
| Lincoln National Life Insurance Company LVIP Macquarie US REIT Fund N/A | Common Stock | — | — | $20K | <0.1% | |
| Lincoln National Life Insurance Company NB Amt Sustainable Eq Port N/A | Other securities | — | — | $16K | <0.1% | |
| Blackrock Inflation Protected Bond Institutional Shares N/A | Other securities | — | — | $13K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
