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 | $34K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TPA AT TIME OF FEE WITHDRAWAL | 35-1140070 | — | TPA FEES | $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 | — | — | $3.9M | 91.4% | |
| Vanguard Target Retirement 2030 Investment | Mutual Funds | 66,920 | — | $1.3M | 30.3% | |
| Vanguard Target Retirement 2025 Investment | Mutual Funds | 25,444 | — | $459K | 10.9% | |
| Vanguard Target Retirement 2045 Investment | Mutual Funds | 17,942 | — | $405K | 9.6% | |
| Vanguard Target Retirement 2050 Investment | Mutual Funds | 16,633 | — | $380K | 9.0% | |
| Vanguard Target Retirement 2055 Investment | Mutual Funds | 16,526 | — | $378K | 8.9% | |
| Vanguard Target Retirement 2040 Investment | Mutual Funds | 15,619 | — | $337K | 8.0% | |
| Lincoln Financial Group Stable Value Account | Stable Value | 296,146 | — | $296K | 7.0% | |
| Vanguard Target Retirement 2060 Investment | Mutual Funds | 7,616 | — | $174K | 4.1% | |
| Vanguard 500 Index | Common Collective Trusts | 4,381 | — | $142K | 3.4% | |
| Vanguard Target Retirement 2065 Investment | Mutual Funds | 6,480 | — | $120K | 2.8% | |
| Vanguard Target Retirement 2035 Investment | Mutual Funds | 3,667 | — | $75K | 1.8% | |
| Participant Loans | Participant loans | — | — | $55K | 1.3% | |
| American Funds Int. Growth and Income | Mutual Funds | 1,807 | — | $31K | 0.7% | |
| Vanguard Target Retirement 2020 Investment | Mutual Funds | 1,641 | — | $28K | 0.7% | |
| Vanguard Emerging Mkt Stk Admrl | Mutual Funds | 879 | — | $15K | 0.3% | |
| Vanguard Target Retirement 2070 Investment | Mutual Funds | 1,044 | — | $14K | 0.3% | |
| State Street Rsl Large Cap Growth NL | Other securities | 177 | — | $8K | 0.2% | |
| State Street Rsl Lrg Cap Val NL | Other securities | 295 | — | $7K | 0.2% | |
| VG REI Fund Admiral Shrs | Other securities | 379 | — | $6K | 0.1% | |
| State Street SP Midcap Idx | Common Collective Trusts | 224 | — | $5K | 0.1% | |
| State Street Rsl Sml Cap Grw NL | Other securities | 211 | — | $5K | 0.1% | |
| State Street Rsl Sml Cap Val NL | Other securities | 200 | — | $4K | <0.1% | |
| Baird Aggregate Bond Inst | Other securities | 134 | — | $2K | <0.1% | |
| Fed Hermes Total Return | Other securities | 159 | — | $1K | <0.1% | |
| PIMCO Sht Term Fund Instl | Mutual Funds | 94 | — | $1K | <0.1% | |
| VG Inflation Protectd Sec | Other securities | 99 | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
