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 | $6K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FUTUREPLAN BY ASCENSUS | — | FORT WAYNE, IN | TPA | $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 | — | — | $6.3M | 100.0% | |
| Lincoln National Life YourPath Active 2025 Mod SAHP | Other securities | — | — | $1.4M | 22.5% | |
| Lincoln National Life YourPath Active 2035 Mod SAHV | Other securities | — | — | $1.1M | 17.3% | |
| Lincoln National Life YourPath Active 2040 Mod SAHY | Other securities | — | — | $938K | 14.9% | |
| Lincoln National Life YourPath Active 2050 Mod SAJ5 | Other securities | — | — | $761K | 12.1% | |
| Lincoln National Life YourPath Active 2055 Mod SAJ8 | Other securities | — | — | $726K | 11.6% | |
| Lincoln National Life YourPath Active 2045 Mod SAJ2 | Other securities | — | — | $581K | 9.3% | |
| Lincoln National Life Vanguard 500 Index SACG | Other securities | — | — | $243K | 3.9% | |
| Lincoln National Life YourPath Active 2060 Mod SAJB | Other securities | — | — | $150K | 2.4% | |
| Lincoln National Life YourPath Active 2020 Mod SAHM | Other securities | — | — | $98K | 1.6% | |
| Lincoln National Life YourPath Active 2030 Mod SAHS | Other securities | — | — | $77K | 1.2% | |
| Lincoln National Life Invesco Div Divdnd Fund SA7Y ** 77 * Lincoln National Life MFS Growth Fund SA9J | Other securities | — | — | $41K | 0.7% | |
| Lincoln National Life YourPath Active 2055 Agg SAJ9 | Other securities | — | — | $34K | 0.5% | |
| * Lincoln National Life American Funds New World SA6J ** 464 * Lincoln National Life AmerFunds CapWldGrw&Inc SA6D ** 153 * Lincoln National Life DFA US Sm Cp Val Prt Inst SA7M | Pooled Separate Accounts | — | — | $29K | 0.5% | |
| Lincoln National Life YourPath Active 2060 Agg SAJC ** 753 * Lincoln National Life YourPath Active 2065 Mod SAJE | Other securities | — | — | $29K | 0.5% | |
| Lincoln National Life VG Dev Markets Idx Admrl SACH ** 125 * Lincoln National Life MFS MidCap Growth Fund SAES | Other securities | — | — | $21K | 0.3% | |
| Lincoln National Life VG Selected Val Inv Share SAB6 ** 223 * Lincoln National Life YourPath Active 2010 Mod SAHF | Other securities | — | — | $20K | 0.3% | |
| Lincoln National Life PGIM Jenn Sm Co Fnd Cl SAA6 ** 232 * Lincoln National Life VG Div Grw Inv Shares SAAR | Common Stock | — | — | $19K | 0.3% | |
| Lincoln National Life YourPath Active 2040 Agg SAHZ | Other securities | — | — | $14K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
