Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | 35-0472300 | — | SERVICE PROVIDER | $38K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard 500 Index Admiral Class | Other securities | — | — | $5.7M | 22.6% | |
| MFS Investment Management Growth Class R6 | Other securities | — | — | $2.1M | 8.3% | |
| Invesco Distributors, Inc. Diversified Dividend Class R6 | Common Stock | — | — | $2.0M | 8.0% | |
| Lincoln National Life Insurance Company Lincoln Stable Value Account | Other securities | — | — | $1.7M | 6.7% | |
| Baird Aggregate Bond Class Institutional | Other securities | — | — | $1.4M | 5.7% | |
| American Funds Capital World Growth And Income Class R6 | Other securities | — | — | $1.4M | 5.5% | |
| Vanguard International Value Investor Shares | Other securities | — | — | $1.2M | 4.9% | |
| American Funds International Growth And Income Class R6 | Other securities | — | — | $1.2M | 4.9% | |
| Vanguard Inflation Protected Securities Admiral Shares | Other securities | — | — | $1.0M | 4.1% | |
| Vanguard Selected Value Investor Shares | Other securities | — | — | $998K | 4.0% | |
| PGIM, Inc. Jenninson Small Company Class R6 | Common Stock | — | — | $942K | 3.7% | |
| Vanguard Dividend Growth Investor Shares | Other securities | — | — | $826K | 3.3% | |
| American Funds American Balanced Class R6 | Other securities | — | — | $646K | 2.6% | |
| Vanguard Real Estate Index Admiral Shares | Other securities | — | — | $632K | 2.5% | |
| PIMCO CommodityRealReturn Strategy Institutional Class | Other securities | — | — | $580K | 2.3% | |
| MFS Investment Management Mid Cap Growth Class R6 | Other securities | — | — | $509K | 2.0% | |
| Similar Party Collateral, Par, or Maturity Value Cost** Value DFA US Small Cap Value Institutional Class | Other securities | — | — | $464K | 1.8% | |
| Eaton Vance Income of Boston Class R6 | Other securities | — | — | $451K | 1.8% | |
| Participants Participant Loans Rates from 4.25% to 9.50% - | Bonds / Notes | — | — | $347K | 1.4% | |
| PIMCO Income Institutional Class | Other securities | — | — | $341K | 1.4% | |
| American Funds New World Class R6 | Other securities | — | — | $274K | 1.1% | |
| Federated Hermes Government Ultrashort Duration Class R6 | Other securities | — | — | $161K | 0.6% | |
| Invesco Distributors, Inc. Oppenheimer International Growth Class R6 | Common Stock | — | — | $150K | 0.6% | |
| PIMCO International Bond US Dollar Hedged Institutional Class | Other securities | — | — | $18K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
