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 | $78K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MMA SECURITIES | 22-3570392 | — | ADVISORY | $23K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| JP Morgan Equity Income Class R6 | Other securities | — | — | $5.1M | 12.1% | |
| T. Rowe Price Institutional Large Cap Core Growth | Other securities | — | — | $5.0M | 11.8% | |
| Vanguard 500 Index Admiral Shares | Other securities | — | — | $4.5M | 10.5% | |
| American Funds Europacific Growth Class R6 | Other securities | — | — | $4.0M | 9.4% | |
| Lincoln Financial Group Stable Value Account (at contract value) | Common Stock | — | — | $2.8M | 6.5% | |
| Fidelity Advisor Total Bond Class I | Other securities | — | — | $2.1M | 5.1% | |
| MFS Investment Management Growth Class R6 | Other securities | — | — | $2.1M | 4.9% | |
| PIMCO Rae Us Small Institutional Class | Other securities | — | — | $2.0M | 4.8% | |
| Vanguard Small Cap Growth Index Admiral Shares | Other securities | — | — | $2.0M | 4.7% | |
| American Funds 2035 Target Date Retirement Class R6 | Other securities | — | — | $1.3M | 3.1% | |
| Vanguard Mid Cap Index Admiral Shares | Other securities | — | — | $912K | 2.1% | |
| Vanguard Small Cap Index Admiral Shares | Other securities | — | — | $865K | 2.0% | |
| American Funds New Perspective Class R6 | Other securities | — | — | $769K | 1.8% | |
| PIMCO Income Institutional Class | Other securities | — | — | $686K | 1.6% | |
| American Funds New World Class R6 | Other securities | — | — | $675K | 1.6% | |
| Allspring Global Investments Special Mid Cap Value | Other securities | — | — | $654K | 1.5% | |
| American Funds 2055 Target Date Retirement Class R6 | Other securities | — | — | $642K | 1.5% | |
| American Funds 2050 Target Date Retirement Class R6 | Other securities | — | — | $626K | 1.5% | |
| Invesco Funds International Small Mid Company | Other securities | — | — | $546K | 1.3% | |
| American Century Investments Short Duration Inflation Protection Bond R6 Class | Other securities | — | — | $519K | 1.2% | |
| Baron Funds Asset Institutional Shares | Other securities | — | — | $502K | 1.2% | |
| Franklin Utilities Class R6 | Other securities | — | — | $398K | 0.9% | |
| American Funds 2060 Target Date Retirement Class R6 | Other securities | — | — | $354K | 0.8% | |
| Columbia Contrarian Core Class I3 | Other securities | — | — | $346K | 0.8% | |
| American Funds 2045 Target Date Retirement Class R6 | Other securities | — | — | $302K | 0.7% | |
| American Funds 2015 Target Date Retirement Class R6 | Other securities | — | — | $235K | 0.6% | |
| American Funds 2030 Target Date Retirement Class R6 | Other securities | — | — | $231K | 0.5% | |
| American Funds 2025 Target Date Retirement Class R6 | Other securities | — | — | $225K | 0.5% | |
| Nuveen Real Estate Securities Select | Other securities | — | — | $212K | 0.5% | |
| American Century Investments Global Gold Investor Class | Other securities | — | — | $187K | 0.4% | |
| Federated Institutional High Yield Bond Institutional Shares | Other securities | — | — | $172K | 0.4% | |
| Fidelity Small Cap Growth K6 | Other securities | — | — | $82K | 0.2% | |
| American Funds 2040 Target Date Retirement Class R6 | Other securities | — | — | $72K | 0.2% | |
| MFS Investment Management International Diversification Class R3 | Other securities | — | — | $66K | 0.2% | |
| American Funds 2020 Target Date Retirement Class R6 | Other securities | — | — | $23K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
