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 | — | RECORDKEEPER | $4K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Charles Schwab Self-Directed Brokerage Account | Other securities | — | — | $1.1M | 33.1% | |
| American Funds Fundamental Investors Class R-6 | Other securities | — | — | $326K | 9.7% | |
| American Funds Washington Mutual Investors Fund Class R-6 | Other securities | — | — | $246K | 7.4% | |
| American Funds American Mutual Fund Class R-6 | Other securities | — | — | $236K | 7.1% | |
| Lincoln Stable Value | Other securities | — | — | $190K | 5.7% | |
| American Funds The Bond Fund of America Class R-6 | Other securities | — | — | $172K | 5.1% | |
| American Funds AMCAP Fund Class R-6 | Other securities | — | — | $164K | 4.9% | |
| American Funds The Growth Fund of America R-6 | Other securities | — | — | $144K | 4.3% | |
| American Funds International Growth and Income Fund Class R-6 | Other securities | — | — | $118K | 3.5% | |
| American Funds New Perspective Fund Class R-6 | Other securities | — | — | $107K | 3.2% | |
| American Funds Intermediate Bond Fund of America Class R-6 | Other securities | — | — | $96K | 2.9% | |
| American Funds EUPAC Fund Class R-6 | Other securities | — | — | $95K | 2.9% | |
| American Funds SMALL CAP World Fund Class R-6 | Other securities | — | — | $71K | 2.1% | |
| American Funds Capital World Growth and Income Fund Class R-6 | Other securities | — | — | $69K | 2.1% | |
| American Funds Corporate Bond Fund Class R-6 | Other securities | — | — | $37K | 1.1% | |
| American Funds Capital Income Builder Class R-6 | Other securities | — | — | $23K | 0.7% | |
| American Funds Inflation Linked Bond Fund | Other securities | — | — | $22K | 0.7% | |
| American Funds American High Income Trust Class R-6 | Other securities | — | — | $21K | 0.6% | |
| American Funds Global Balanced Fund Class R-6 | Other securities | — | — | $7K | 0.2% | |
| American Funds Capital World Bond Fund Class R-6 | 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.
