This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | 35-1140070 | — | SERVICE PROVIDER | $64K | — |
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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| RUSSEL LARGE CAP GROWTH (R) INDX NL STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 228 | Common Collective Trust | $5.1M | 20.7% |
| SECURED RETIREMENT INCOME LINCOLN FINANCIAL GROUP · EIN 35-0472300 / PN 900 |
Pooled Separate Account |
| $4K |
| <0.1% |