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 | — | RECORDKEEPER | $50K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE RETIREMENT ADVANTAGE INC | — | APPLETON, WI | TPA | $3K | — |
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 | |||||
|---|---|---|---|---|---|---|
| LINCOLN LIFE SEPARATE ACCOUNT 4K LINCOLN NATIONAL LIFE INSURANCE CO. · EIN 35-0472300 / PN 402 | Pooled Separate Account | — | — | $10.2M | 89.7% | |
| Lincoln Nat'l Life - Director Hartford Schroder Int Stk ** 661 * Lincoln Nat'l Life - Director Fidelity 500 Index Fund | Other securities | — | — | $4.6M | 40.3% | |
| Lincoln Nat'l Life - Director iShares MSCI Ttl Intl Idx | Other securities | — | — | $1.9M | 17.1% | |
| Fully-Benefit Responsive Investment Contract (held by Lincoln Financial Group) * Lincoln Nat'l Life - Director Guaranteed Stable Val | Common Stock | — | — | $850K | 7.5% | |
| Lincoln Nat'l Life - Director Baird Core Plus Bond Inst | Other securities | — | — | $550K | 4.9% | |
| Lincoln Nat'l Life - Director VG Target Ret 2050 Inv | Other securities | — | — | $439K | 3.9% | |
| Lincoln Nat'l Life - Director Vanguard Sm Cap Value Ind | Other securities | — | — | $303K | 2.7% | |
| Lincoln Nat'l Life - Director VG Target Ret 2035 Inv | Other securities | — | — | $276K | 2.4% | |
| Lincoln Nat'l Life - Director JPMorgan Lrg Cap Grw | Other securities | — | — | $267K | 2.4% | |
| Lincoln Nat'l Life - Director VG Inflation Protectd Sec | Other securities | — | — | $266K | 2.3% | |
| Lincoln Nat'l Life - Director VG Target Ret 2055 Inv | Other securities | — | — | $249K | 2.2% | |
| Lincoln Nat'l Life - Director VG Target Ret 2065 Inv ** 968 * Lincoln Nat'l Life - Director MFS New Discovery R6 | Other securities | — | — | $216K | 1.9% | |
| Lincoln Nat'l Life - Director VG Target Ret 2045 Inv | Other securities | — | — | $194K | 1.7% | |
| Lincoln Nat'l Life - Director VG REI Fund Admiral Shrs | Other securities | — | — | $177K | 1.6% | |
| Notes receivable from participants Interest from 4.50%-10.50% - | Bonds / Notes | — | — | $134K | 1.2% | |
| Lincoln Nat'l Life - Director VG Mid Cap Grw Idx Admrl | Other securities | — | — | $116K | 1.0% | |
| Lincoln Nat'l Life - Director MFS Mid Cap Value Fund | Other securities | — | — | $93K | 0.8% | |
| Lincoln Nat'l Life - Director DFA US Lrg Cap Val Prt | Other securities | — | — | $80K | 0.7% | |
| Lincoln Nat'l Life - Director Vanguard Target Ret 2070 ** 605 * Lincoln Nat'l Life - Director Lord Abbett Total Return | Other securities | — | — | $65K | 0.6% | |
| Lincoln Nat'l Life - Director Fidelity Advisor Intl Gr | Other securities | — | — | $58K | 0.5% | |
| Lincoln Nat'l Life - Director DFA Int Val Port Instl | Other securities | — | — | $56K | 0.5% | |
| s (held by Lincoln National Life Insurance Company) * Lincoln Nat'l Life - Director AmerFunds InvestCo Amer | Mutual Funds | — | — | $47K | 0.4% | |
| Lincoln Nat'l Life - Director VG Target Ret 2030 Inv | Other securities | — | — | $42K | 0.4% | |
| Lincoln Nat'l Life - Director American Funds New World | Other securities | — | — | $30K | 0.3% | |
| Lincoln Nat'l Life - Director BLACKROCK HIGH | Other securities | — | — | $30K | 0.3% | |
| Lincoln Nat'l Life - Director Baird Aggregate Bond Inst | Other securities | — | — | $25K | 0.2% | |
| Lincoln Nat'l Life - Director VG Target Ret 2040 Inv | Other securities | — | — | $24K | 0.2% | |
| Lincoln Nat'l Life - Director AmerFunds Perspective | Other securities | — | — | $21K | 0.2% | |
| Lincoln Nat'l Life - Director PIMCO CmdtyRlRetrn Strat | Other securities | — | — | $18K | 0.2% | |
| Lincoln Nat'l Life - Director VG Ultra ShTrm Bnd Admrl | Other securities | — | — | $12K | 0.1% | |
| Lincoln Nat'l Life - Director PGIM Glob Total Return R6 | Other securities | — | — | $11K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STADION MONEY MANAGEMENT | 58-2099805 | — | MANAGER | $29K | — |
