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 | $102K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | 35-1140070 | — | TPA FEES | $5K | — |
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 | — | — | $12.0M | 90.3% | |
| American Century 2035 Target Date Retirement Fund | Other securities | — | — | $2.4M | 17.9% | |
| American Century 2030 Target Date Retirement Fund | Other securities | — | — | $2.1M | 15.8% | |
| American Century 2025 Target Date Retirement Fund | Mutual Funds | — | — | $1.2M | 8.8% | |
| American Century 2045 Target Date Retirement Fund | Other securities | — | — | $1.1M | 8.1% | |
| American Century 2050 Target Date Retirement Fund | Other securities | — | — | $860K | 6.5% | |
| Investment Contract * Lincoln Life Insurance Co Guaranteed Stable Value Fund | Common Stock | — | — | $735K | 5.5% | |
| Vanguard 500 Index Fund | Other securities | — | — | $688K | 5.2% | |
| American Century 2040 Target Date Retirement Fund | Other securities | — | — | $630K | 4.8% | |
| American Century 2055 Target Date Retirement Fund | Other securities | — | — | $588K | 4.4% | |
| Participant Loans * Participant Loans Interest Rates from 4.25% to 9.50% | Bonds / Notes | — | — | $548K | 4.1% | |
| American Century 2060 Target Date Retirement Fund | Other securities | — | — | $504K | 3.8% | |
| MFS Investment Management Growth Fund | Other securities | — | — | $303K | 2.3% | |
| Vanguard Value Index Admiral Fund | Other securities | — | — | $258K | 2.0% | |
| MFS Investment Management Massachusetts Investment Trust | Other securities | — | — | $147K | 1.1% | |
| American Century Target Date Retirement Fund | Other securities | — | — | $127K | 1.0% | |
| DFA Investment Trust Co Emerging Markets Portfolio | Common Stock | — | — | $125K | 0.9% | |
| PIMCO Commodity Real Return Strategy Fund | Other securities | — | — | $120K | 0.9% | |
| Vanguard Small Cap Growth Index Fund | Other securities | — | — | $111K | 0.8% | |
| Vanguard International Value Investment | Other securities | — | — | $108K | 0.8% | |
| PIMCO Real Return Institutional | Other securities | — | — | $105K | 0.8% | |
| Vanguard Small Cap Value Index Fund | Other securities | — | — | $94K | 0.7% | |
| Vanguard Mid Cap Value Index Admiral Fund | Other securities | — | — | $89K | 0.7% | |
| Vanguard Mid Cap Growth Index Admiral Fund | Other securities | — | — | $81K | 0.6% | |
| DFA Investment Trust Co Global Real Estate Securities | Common Stock | — | — | $75K | 0.6% | |
| American Funds International Growth and Income | Other securities | — | — | $68K | 0.5% | |
| Vanguard International Growth Admiral Fund | Other securities | — | — | $60K | 0.5% | |
| American Century 2065 Target Date Retirement Fund | Other securities | — | — | $42K | 0.3% | |
| Western Asset Management Core Bond | Other securities | — | — | $20K | 0.2% | |
| Baird Core Plus Bond Inst | Other securities | — | — | $20K | 0.2% | |
| Blackrock 6040 Target Allocation Fund 836 Blackrock 4060 Target Allocation Fund 810 Blackrock 8020 Target Allocation Fund | Other securities | — | — | $20K | 0.1% | |
| MFS Investment Management Global Equity Fund | Other securities | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
