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 | $12K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASSOCIATED PENSION CONSULTANTS, INC | 11-3271022 | — | TPA | $21K | — |
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 | — | — | $7.6M | 95.1% | |
| Lincoln National Life Insurance Company VG Target Ret 2045 | Other securities | — | — | $1.2M | 14.7% | |
| Lincoln National Life Insurance Company VG Target Ret 2040 | Other securities | — | — | $935K | 11.7% | |
| Lincoln National Life Insurance Company VG Target Ret 2035 | Other securities | — | — | $773K | 9.7% | |
| Lincoln National Life Insurance Company VG Target Ret 2020 | Other securities | — | — | $681K | 8.5% | |
| Lincoln National Life Insurance Company VG Target Ret 2025 | Other securities | — | — | $626K | 7.8% | |
| Lincoln National Life Insurance Company VG Target Ret 2055 | Other securities | — | — | $583K | 7.3% | |
| Lincoln National Life Insurance Company VG Target Ret 2060 | Other securities | — | — | $444K | 5.6% | |
| maturing through 2031 - | Other securities | — | — | $386K | 4.8% | |
| Lincoln National Life Insurance Company American Century Ultra | Other securities | — | — | $258K | 3.2% | |
| Lincoln National Life Insurance Company VG Target Ret 2065 | Other securities | — | — | $249K | 3.1% | |
| Lincoln National Life Insurance Company VG Target Ret 2050 | Other securities | — | — | $244K | 3.1% | |
| Lincoln National Life Insurance Company VG 500 Index | Other securities | — | — | $210K | 2.6% | |
| Lincoln National Life Insurance Company DFA US Lrg Cap Val Prt | Other securities | — | — | $177K | 2.2% | |
| Lincoln National Life Insurance Company PIMCO Sht Term Fund Instl | Other securities | — | — | $166K | 2.1% | |
| Lincoln National Life Insurance Company VG Target Ret Inc Inv | Common Stock | — | — | $150K | 1.9% | |
| Lincoln National Life Insurance Company VG Target Ret 2030 | Other securities | — | — | $143K | 1.8% | |
| Lincoln National Life Insurance Company VG Int Growth Admrl Shares | Other securities | — | — | $123K | 1.5% | |
| Lincoln National Life Insurance Company VG Selected Val Inv Share | Other securities | — | — | $103K | 1.3% | |
| Lincoln National Life Insurance Company Vanguard Sm Cap Value Ind | Other securities | — | — | $82K | 1.0% | |
| Lincoln National Life Insurance Company American Funds New World | Other securities | — | — | $65K | 0.8% | |
| Lincoln National Life Insurance Company SACH VG Dev Mrkts Inx Admrl | Other securities | — | — | $61K | 0.8% | |
| Lincoln National Life Insurance Company AmerFunds AmerBal | Other securities | — | — | $54K | 0.7% | |
| Lincoln National Life Insurance Company AmerFunds Perspective | Other securities | — | — | $52K | 0.7% | |
| Lincoln National Life Insurance Company MFS Mid Cap Grw | Other securities | — | — | $50K | 0.6% | |
| Lincoln National Life Insurance Company PIMCO Real Return Insl | Other securities | — | — | $49K | 0.6% | |
| Lincoln National Life Insurance Company SAB5 VG Int Grw Admrl Shrs | Other securities | — | — | $47K | 0.6% | |
| Lincoln National Life Insurance Company SS Rsl Sml Cap Grw NL | Other securities | — | — | $40K | 0.5% | |
| Lincoln National Life Insurance Company Eaton Vance Inc Fund BOS | Common Stock | — | — | $29K | 0.4% | |
| Lincoln National Life Insurance Company PIMCO Commodity RI Return Strat | Other securities | — | — | $8K | 0.1% | |
| Lincoln National Life Insurance Company Vanguard Target Ret 2070 | Other securities | — | — | $7K | <0.1% | |
| Lincoln National Life Insurance Company Western Ast Core Bond | Other securities | — | — | $5K | <0.1% | |
| Lincoln National Life Insurance Company DFA US Core Eqty Prt Inst | Other securities | — | — | $3K | <0.1% | |
| Lincoln National Life Insurance Company DFA Int Val Port Instl | Other securities | — | — | $3K | <0.1% | |
| Lincoln National Life Insurance Company Guaranteed Stable Value Account | Other securities | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
