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 | $2K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Lincoln Financial Group Trust Company, Inc. iShares S&P 500 Index | Common Stock | — | — | $1.0M | 20.4% | |
| Lincoln Financial Group Trust Company, Inc. Unallocated investment contract - Lincoln Stable Value Account - LNGPA | Common Stock | — | — | $747K | 14.7% | |
| MFS Research Bond CL A | Common Stock | — | — | $696K | 13.7% | |
| American Funds Europacific Growth Class R4 | Other securities | — | — | $396K | 7.8% | |
| Victory Established Value CL A | Common Stock | — | — | $297K | 5.9% | |
| Janus Henderson Enterprise A Shares | Other securities | — | — | $265K | 5.2% | |
| Templeton Foreign CL A | Common Stock | — | — | $168K | 3.3% | |
| Lord Abbett Total Return CL R4 | Other securities | — | — | $157K | 3.1% | |
| Invesco Oppenheimer International Growth Class A | Other securities | — | — | $143K | 2.8% | |
| Participants Participant notes receivable with interest rates ranging between 4.25 and 9.00 percent - | Other securities | — | — | $134K | 2.6% | |
| Deutsche Real Estate Securities CL A | Common Stock | — | — | $117K | 2.3% | |
| Oppenheimer Global CL A | Common Stock | — | — | $117K | 2.3% | |
| JPMorgan US Equity Class A | Other securities | — | — | $107K | 2.1% | |
| JPMorgan Value Advantage Class R3 | Other securities | — | — | $107K | 2.1% | |
| Frnkln Growth Class A | Other securities | — | — | $102K | 2.0% | |
| American Funds New World Class R4 | Other securities | — | — | $100K | 2.0% | |
| PIMCO CommoditiesPlus Strategy Class A | Other securities | — | — | $91K | 1.8% | |
| BlackRock Liquidity Funds T Premier Shares | Cash / Money Market | — | — | $79K | 1.6% | |
| Carillon Eagle Small Cap Growth | Other securities | — | — | $66K | 1.3% | |
| American Funds American Balanced Class R4 | Other securities | — | — | $52K | 1.0% | |
| Macquarie Small Cap Value | Other securities | — | — | $48K | 0.9% | |
| BlackRock High Yield Bond Inv A | Other securities | — | — | $38K | 0.7% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
