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 | — | SERVICE PROVIDER ADVISO | $189K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VANGUARD TARGET RETIRE TRUST PLUS 2 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735972 / PN 001 | Common Collective Trust | — | — | $87.9M | 10.8% | |
| VANGUARD TARGET RETIRE TRUST PLUS 2 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735971 / PN 001 | Common Collective Trust | — | — | $82.0M | 10.0% | |
| VANGUARD TARGET RETIRE TRUST PLUS 2 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735976 / PN 001 | Common Collective Trust | — | — | $77.5M | 9.5% | |
| VANGUARD TARGET RETIRE TRUST PLUS 2 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735965 / PN 001 | Common Collective Trust | — | — | $73.7M | 9.0% | |
| VANGUARD TARGET RETIRE TRUST PLUS 2 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735964 / PN 001 | Common Collective Trust | — | — | $64.0M | 7.8% | |
| VANGUARD INSTITUTIONAL INDEX INSTITUTIONAL PLUS SHARES Registered investment company | Other securities | — | — | $60.8M | 7.4% | |
| VANGUARD TARGET RETIRE TRUST PLUS 2 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735963 / PN 001 | Common Collective Trust | — | — | $45.0M | 5.5% | |
| VANGUARD TARGET RETIRE TRUST PLUS 2 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735978 / PN 001 | Common Collective Trust | — | — | $39.6M | 4.8% | |
| Lincoln Stable Value Account -Z95 Guaranteed investment contract P | Stable Value | — | — | $27.0M | 3.3% | |
| JPMORGAN LARGE CAP GROWTH CLASS R6 Collective trust | Common Collective Trusts | — | — | $25.5M | 3.1% | |
| VANGUARD TARGET RETIRE TRUST PLUS 2 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735899 / PN 001 | Common Collective Trust | — | — | $25.5M | 3.1% | |
| AMERICAN FUNDS WASHINGTON MUTUAL INVESTORS CLASS R6 Collective trust | Common Collective Trusts | — | — | $24.1M | 3.0% | |
| FIAM CORE PLUS CIT CLASS I FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 052 | Common Collective Trust | — | — | $24.1M | 3.0% | |
| JPMORGAN LARGE CAP GROWTH CLASS R6 Registered investment company | Other securities | — | — | $22.1M | 2.7% | |
| VANGUARD TOTAL INTERNATIONAL STOCK INDEX INSTITUTIONAL SHARES Collective trust | Common Collective Trusts | — | — | $15.2M | 1.9% | |
| MFS MID CAP GROWTH CT WILMINGTON TRUST, N.A. · EIN 38-4126294 / PN 597 | Common Collective Trust | — | — | $15.2M | 1.9% | |
| AMERICAN FUNDS WASHINGTON MUTUAL INVESTORS CLASS R6 Registered investment company | Other securities | — | — | $14.8M | 1.8% | |
| VANGUARD EXTENDED MARKET INDEX INSTITUTIONAL SHARES Collective trust | Common Collective Trusts | — | — | $13.5M | 1.7% | |
| VANGUARD TARGET RETIRE TRUST PLUS 2 VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799736 / PN 001 | Common Collective Trust | — | — | $13.5M | 1.7% | |
| VANGUARD TOTAL INTERNATIONAL STOCK INDEX INSTITUTIONAL SHARES Registered investment company | Other securities | — | — | $11.5M | 1.4% | |
| AMERICAN FUNDS NEW PERSPECTIVE CLASS R6 Collective trust | Common Collective Trusts | — | — | $10.6M | 1.3% | |
| VANGUARD TARGET RETIRE TRUST PLUS I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735883 / PN 001 | Common Collective Trust | — | — | $10.6M | 1.3% | |
| VICTORY SYCAMORE SMALL COMPANY OPPORTUNITY R6 Collective trust | Common Collective Trusts | — | — | $7.9M | 1.0% | |
| GREAT GRAY TRUST EUROPACIFIC GROWTH GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289844 / PN 001 | Common Collective Trust | — | — | $7.9M | 1.0% | |
| VANGUARD TOTAL BOND MARKET INDEX ADMIRAL SHARES Collective trust | Common Collective Trusts | — | — | $7.4M | 0.9% | |
| MFS MID CAP VALUE CT WILMINGTON TRUST, N.A. · EIN 38-4139822 / PN 616 | Common Collective Trust | — | — | $7.4M | 0.9% | |
| VANGUARD EXTENDED MARKET INDEX INSTITUTIONAL SHARES Registered investment company | Other securities | — | — | $6.8M | 0.8% | |
| Schwab Self Directed Brokerage Account Self-directed brokerage accounts | Other securities | — | — | $6.5M | 0.8% | |
| AMERICAN FUNDS NEW PERSPECTIVE CLASS R6 Registered investment company | Other securities | — | — | $6.3M | 0.8% | |
| VICTORY SYCAMORE SMALL COMPANY OPPORTUNITY R6 Registered investment company | Other securities | — | — | $4.3M | 0.5% | |
| VANGUARD TARGET RETIRE TRUST PLUS 2 VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6204383 / PN 001 | Common Collective Trust | — | — | $2.7M | 0.3% | |
| VANGUARD TOTAL BOND MARKET INDEX ADMIRAL SHARES Registered investment company | Other securities | — | — | $51K | <0.1% | |
| VANGUARD TARGET RETIREMENT 2030 INVESTOR SHARES Collective trust | Common Collective Trusts | — | — | $30K | <0.1% | |
| MASSMUTUAL SMALL CAP GROWTH EQUITY GREAT GRAY TRUST COMPANY, LLC · EIN 38-7271375 / PN 756 | Common Collective Trust | — | — | $30K | <0.1% | |
| VANGUARD TARGET RETIREMENT 2050 INVESTOR SHARES Registered investment company | Other securities | — | — | $8K | <0.1% | |
| VANGUARD TARGET RETIREMENT 2030 INVESTOR SHARES Registered investment company | 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.
