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 | $808 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fully Benefit-Responsive Investment Contract | Other securities | — | — | $3.9M | 62.3% | |
| Lincoln National Life IC LVIP SSGA International MGD VLT 116 * Lincoln National Life IC LVIP SSGA S&P 500 Index | Common Collective Trusts | — | — | $359K | 5.7% | |
| American Funds Growth Fund | Mutual Funds | — | — | $293K | 4.7% | |
| Fidelity Growth Portfolio | Mutual Funds | — | — | $145K | 2.3% | |
| American Funds Growth-Income | Mutual Funds | — | — | $136K | 2.2% | |
| Fidelity Contrafund Portfolio | Mutual Funds | — | — | $100K | 1.6% | |
| Participants Participant Loans Rates are 2.95% | Bonds / Notes | — | — | $95K | 1.5% | |
| Lincoln National Life IC LVIP SSGA Small-Cap Index | Other securities | — | — | $84K | 1.3% | |
| Lincoln National Life IC LVIP T. Rowe Price Structured | Other securities | — | — | $73K | 1.2% | |
| Lincoln National Life IC LVIP T. Rowe Price 2050 | Other securities | — | — | $72K | 1.1% | |
| AllianceBernstein VPS Large Cap Growth Port | Other securities | — | — | $70K | 1.1% | |
| American Century VP Balanced | Other securities | — | — | $69K | 1.1% | |
| Lincoln National Life IC LVIP FT Emerging Mkt EQ Fund 86 * Lincoln National Life IC LVIP Global Moderate Allocation MR | Other securities | — | — | $66K | 1.0% | |
| Lincoln National Life IC Lincoln VIP Bond Fund 6 * Lincoln National Life IC Lincoln VIP Social Awareness 941 * Lincoln National Life IC LVIP Baron Grth Opportunities | Other securities | — | — | $62K | 1.0% | |
| Fidelity VIP Freedom Target 2050 | Mutual Funds | — | — | $61K | 1.0% | |
| Neuberger Berman AMT Sustainable EQ Port | Other securities | — | — | $58K | 0.9% | |
| Janus Henderson Global Research | Mutual Funds | — | — | $56K | 0.9% | |
| Lincoln National Life IC LVIP Delaware SMID Cap Core Fund | Other securities | — | — | $55K | 0.9% | |
| Fidelity Asset Manager | Mutual Funds | — | — | $49K | 0.8% | |
| Lincoln National Life IC LVIP T. Rowe Price 2020 | Other securities | — | — | $47K | 0.7% | |
| American Funds International | Mutual Funds | — | — | $46K | 0.7% | |
| Lincoln National Life IC LVIP Dimensional US Core Equity 1 | Mutual Funds | — | — | $44K | 0.7% | |
| American Funds Global Growth | Mutual Funds | — | — | $28K | 0.4% | |
| Lincoln National Life IC LVIP T. Rowe Price 2040 | Other securities | — | — | $26K | 0.4% | |
| Lincoln National Life IC LVIP T. Rowe Price 2030 | Other securities | — | — | $25K | 0.4% | |
| Lincoln National Life IC LVIP Blended Mid Cap Mngd Vol 69 * Lincoln National Life IC LVIP BlackRock Global Real Estate 85 * Lincoln National Life IC LVIP BlackRock Inflation Protected | Other securities | — | — | $25K | 0.4% | |
| Lincoln National Life IC LVIP Global Conservative Allocation MR | Other securities | — | — | $24K | 0.4% | |
| Fidelity VIP Freedom Target 2030 | Mutual Funds | — | — | $21K | 0.3% | |
| Lincoln National Life IC LVIP Delaware High Yield Fund 47 * Lincoln National Life IC LVIP Delaware REIT Fund 294 * Lincoln National Life IC LVIP Delaware Wealth Builder | Common Stocks | — | — | $20K | 0.3% | |
| Fidelity VIP Freedom Target 2035 | Mutual Funds | — | — | $19K | 0.3% | |
| Fidelity VIP Freedom Target 2045 | Mutual Funds | — | — | $19K | 0.3% | |
| Delaware VIP Small Cap Value | Other securities | — | — | $15K | 0.2% | |
| Fidelity VIP Freedom Target 2020 448 Fidelity VIP Freedom Target 2025 | Mutual Funds | — | — | $13K | 0.2% | |
| Lincoln National Life IC LVIP Global Growth Allocation MR 119 * Lincoln National Life IC LVIP JPM Select Mid Cap Val MV | Other securities | — | — | $10K | 0.2% | |
| Lincoln National Life IC LVIP JPM Retirement Income 85 * Lincoln National Life IC LVIP Mondrian GL INC Fund | Common Stocks | — | — | $10K | 0.2% | |
| Lincoln National Life IC LVIP Delaware DVRS Income Fund | Other securities | — | — | $8K | 0.1% | |
| Lincoln National Life IC LVIP Mondrian Int'L Value | Other securities | — | — | $8K | 0.1% | |
| AllianceBernstein VPS Global Thematic Growth | Other securities | — | — | $7K | 0.1% | |
| Lincoln National Life IC LVIP SSGA International Index | Other securities | — | — | $7K | 0.1% | |
| Fidelity VIP Freedom Target 2040 | Mutual Funds | — | — | $6K | <0.1% | |
| Lincoln National Life IC LVIP SSGA GLB TAC Allocation MGD Vol | Other securities | — | — | $6K | <0.1% | |
| Lincoln National Life IC LVIP BlackRock Global Allocation Fund 266 * Lincoln National Life IC LVIP Blended LC Grth Mngd Vol | Other securities | — | — | $6K | <0.1% | |
| Fidelity VIP Freedom Target 2060 | Mutual Funds | — | — | $3K | <0.1% | |
| Lincoln National Life IC LVIP SSGA Bond Index | Other securities | — | — | $2K | <0.1% | |
| T. Rowe Price International Stock | Other securities | — | — | $2K | <0.1% | |
| DWS Alternative Asset Allocation VIP | Other securities | — | — | $2K | <0.1% | |
| Fidelity VIP Freedom Target 2055 | Mutual Funds | — | — | $2K | <0.1% | |
| Fidelity VIP Gov Money Market | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
