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 | $4K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard Growth Index CL Admiral | Other securities | — | — | $1.6M | 16.0% | |
| Lincoln Stable Value Account - LNGPA | Other securities | — | — | $1.0M | 10.2% | |
| Vanguard Life Strategy Growth Portfolio | Other securities | — | — | $860K | 8.5% | |
| Vanguard Life Strategy Conservative Growth | Other securities | — | — | $578K | 5.7% | |
| Vanguard Mid Cap Growth Index Admiral | Other securities | — | — | $453K | 4.5% | |
| Vanguard Value Index CL Admiral | Other securities | — | — | $436K | 4.3% | |
| Vanguard Life Strategy Moderate Growth | Other securities | — | — | $415K | 4.1% | |
| Vanguard 500 Index Admiral Shares | Other securities | — | — | $388K | 3.8% | |
| Baird Aggregate Bond Class Institutional | Other securities | — | — | $363K | 3.6% | |
| American Funds New World R6 | Other securities | — | — | $322K | 3.2% | |
| Vanguard Target Retirement 2030 | Other securities | — | — | $319K | 3.2% | |
| Vanguard International Growth Admiral Shares | Other securities | — | — | $311K | 3.1% | |
| New Perspective Fund Cl R 6 | Other securities | — | — | $294K | 2.9% | |
| Vanguard Target Retirement 2020 | Other securities | — | — | $283K | 2.8% | |
| Vanguard REIT Index CL Admiral | Common Stock | — | — | $281K | 2.8% | |
| ETN VNC Income Fund of Boston I | Other securities | — | — | $258K | 2.6% | |
| Vanguard Mid Cap Value Index CL Admiral | Other securities | — | — | $219K | 2.2% | |
| Vanguard Target Retirement 2025 | Other securities | — | — | $169K | 1.7% | |
| Vanguard Target Retirement 2050 | Other securities | — | — | $169K | 1.7% | |
| Vanguard Target Retirement 2055 | Other securities | — | — | $136K | 1.3% | |
| Vanguard Target Retirement 2045 | Other securities | — | — | $135K | 1.3% | |
| Vanguard Target Retirement 2035 | Other securities | — | — | $128K | 1.3% | |
| Vanguard Small CAP Value Index | Other securities | — | — | $118K | 1.2% | |
| Vanguard Target Retirement 2040 | Other securities | — | — | $95K | 0.9% | |
| Vanguard Target Retirement 2060 | Other securities | — | — | $91K | 0.9% | |
| Vanguard Small CAP Growth Index | Other securities | — | — | $79K | 0.8% | |
| American Funds Investment Co of America R6 | Common Stock | — | — | $54K | 0.5% | |
| VARIABLE ACCOUNTS ING LIFE INSURANCE AND ANNUITY COMP · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $44K | 0.4% | |
| Vanguard Target Retirement Income | Other securities | — | — | $40K | 0.4% | |
| PIMCO Foreign Bod US Dollar Dedge CL P | Other securities | — | — | $25K | 0.3% | |
| Federated Gov. Ultrashort Duration Instl | Other securities | — | — | $24K | 0.2% | |
| American Century Investments Inflation Adjusted Bond CL Inst | Other securities | — | — | $23K | 0.2% | |
| Voya Fixed Plus Account II | Other securities | — | — | $22K | 0.2% | |
| Vanguard Develped Markets Index Admiral Shares | Other securities | — | — | $21K | 0.2% | |
| Baird Core Plus Bond Class Institutional | Other securities | — | — | $19K | 0.2% | |
| PIMCO Commodity Real Return Stategy | Other securities | — | — | $16K | 0.2% | |
| Vanguard International Value | Other securities | — | — | $11K | 0.1% | |
| Fidelity VIP Contrafund Portfolio - Initial Class | Other securities | — | — | $9K | <0.1% | |
| Voya Solution Conservative Pt I | Other securities | — | — | $7K | <0.1% | |
| Voya Russell Large Cap Index Portfolio - Class 1 | Other securities | — | — | $5K | <0.1% | |
| Vanguard Life Strategy Income Investor Shares | Other securities | — | — | $4K | <0.1% | |
| Vanguard Target Retirement 2065 Investor Shares | Other securities | — | — | $3K | <0.1% | |
| Voya Intermediate Bond Fund - Class A | Other securities | — | — | $3K | <0.1% | |
| Voya Solution Aggressive Pt I | Other securities | — | — | $3K | <0.1% | |
| Voya Clarion Real Estate Portfolio - Service Class | Other securities | — | — | $2K | <0.1% | |
| Voya Large Cap Value Fund - Class A | Other securities | — | — | $2K | <0.1% | |
| American Funds The Income Fund of America Class R-3 | Other securities | — | — | $1K | <0.1% | |
| Voya Large Cap Value Portfolio - Institutional Class | Other securities | — | — | $1K | <0.1% | |
| Neuberger Berman Socially Responsive Fund - Trust Class | Other securities | — | — | $1K | <0.1% | |
| Pioneer High Yield Fund - Class A Shares | Other securities | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
