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 | $117K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Baird Aggregate Bond Class Institutional | Other securities | — | — | $3.8M | 15.6% | |
| Vanguard Group Inc. Vanguard 500 Index Admiral | Common Stock | — | — | $2.6M | 10.4% | |
| Vanguard Group Inc. Vanguard Growth Index Admiral | Common Stock | — | — | $2.3M | 9.3% | |
| Vanguard Group Inc. Vanguard Value Index Admiral | Common Stock | — | — | $2.2M | 8.8% | |
| Vanguard Group Inc. Vanguard LifeStrategy Moderate Growth - Vanguard Group Inc. Vanguard Mid-Cap Growth Index Admiral | Common Stock | — | — | $2.1M | 8.4% | |
| Vanguard Group Inc. Vanguard Small Cap Value Index Admiral | Common Stock | — | — | $2.0M | 8.2% | |
| American Funds American Funds International Growth And Income Class R6 | Other securities | — | — | $1.9M | 7.9% | |
| Vanguard Group Inc. Vanguard Developed Markets Index Admiral Shares | Common Stock | — | — | $1.8M | 7.5% | |
| Vanguard Group Inc. Vanguard LifeStrategy Income Investor 612 Lincoln Stable Value Fund *Lincoln National Life Insurance Co. Lincoln Stable Value Account | Common Stock | — | — | $1.4M | 5.7% | |
| Macquarie Emerging Markets | Other securities | — | — | $1.2M | 5.0% | |
| American Century Funds American Century Investments Inflation Adjusted Bond R5 Class | Mutual Funds | — | — | $1.0M | 4.2% | |
| Vanguard Group Inc. Vanguard REIT Index Admiral | Common Stock | — | — | $635K | 2.6% | |
| Federated Government Federated Government Ultrashort Duration Institution Class | Other securities | — | — | $566K | 2.3% | |
| Vanguard Group Inc. Vanguard Small Cap Growth Index | Common Stock | — | — | $489K | 2.0% | |
| Short-Term Fixed Account *The Variable Annuity Life Insurance Short-Term Fixed Account 256 Participant Loans *Plan participants Participant loans, with interest rate of 4.25% - 9.50% | Bonds / Notes | — | — | $395K | 1.6% | |
| Vanguard Group Inc. Vanguard Life Strategy Growth | Common Stock | — | — | $89K | 0.4% | |
| Vanguard Group Inc. Vanguard Lifestrategy Conservative Growth | Common Stock | — | — | $33K | 0.1% | |
| Loomis Sayles & Company LP Loomis Sayles Bond Cl N | Other securities | — | — | $5K | <0.1% | |
| Fixed Account Plus Fund *The Variable Annuity Life Insurance Fixed Account Plus | Other securities | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
