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 | $88K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COMMONWEALTH FINANCIAL NETWORK | 04-2675571 | — | ADVISOR | $29K | — |
| CETERA INVESTMENT ADVISERS |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| AllianceBernstein AB Large Cap Growth Z N/A | Mutual Funds | — | — | $4.1M | 18.2% | |
| Hartford Funds Hartford Dividend and Growth Class R6 N/A | Other securities | — | — | $2.4M | 10.3% | |
| * Lincoln National Life Insurance Company Lincoln Stable Value Account N/A | Guaranteed Income / GIC | — | — | $2.3M | 9.9% | |
| Pimco Stockplus International Us Dollar Hedged I N/A | Other securities | — | — | $1.9M | 8.1% | |
| MFS Lifetime 2045 Class R6 N/A | Other securities | — | — | $1.3M | 5.9% | |
| Janus Henderson Janus Henderson Enterprise Class I N/A | Other securities | — | — | $1.1M | 4.6% | |
| Vanguard Explorer Admiral N/A | Other securities | — | — | $966K | 4.2% | |
| American Funds American Funds Strategic Bond Class R6 N/A | Other securities | — | — | $892K | 3.9% | |
| American Funds American Funds Mortgage R6 N/A | Other securities | — | — | $826K | 3.6% | |
| JP Morgan Undiscovered Managers Behavioral Value R6 N/A | Other securities | — | — | $787K | 3.5% | |
| MFS Lifetime 2050 Class R6 N/A | Other securities | — | — | $722K | 3.2% | |
| MFS Lifetime 2055 Class R6 N/A | Other securities | — | — | $598K | 2.6% | |
| MFS Lifetime 2040 Class R6 N/A | Other securities | — | — | $590K | 2.6% | |
| Allspring Global Investments Allspring Special MidCap Value R6 N/A | Other securities | — | — | $504K | 2.2% | |
| MFS Lifetime 2030 Class R6 N/A | Other securities | — | — | $454K | 2.0% | |
| American Century American Century Emerging Markets Small Cap R6 N/A | Other securities | — | — | $404K | 1.8% | |
| MFS Lifetime 2035 Class R6 N/A | Other securities | — | — | $383K | 1.7% | |
| Artisan Partners Artisan High Income Institutional N/A | Other securities | — | — | $346K | 1.5% | |
| Pimco Global Bond Opportunities Dollar Hedged I N/A | Other securities | — | — | $319K | 1.4% | |
| Cohen & Steers Cohen & Steers Institutional Realty N/A | Other securities | — | — | $311K | 1.4% | |
| MFS Lifetime 2025 Class R6 N/A | Other securities | — | — | $297K | 1.3% | |
| Vanguard Information Technology Index Admiral 0 N/A | Other securities | — | — | $258K | 1.1% | |
| Pimco Income Institutional N/A | Other securities | — | — | $252K | 1.1% | |
| Hartford Funds Hartford Global Impact Class R6 N/A | Other securities | — | — | $221K | 1.0% | |
| MFS Lifetime 2060 Class R6 N/A | Other securities | — | — | $180K | 0.8% | |
| Fidelity Select Pharmaceuticals Portfolio N/A | Other securities | — | — | $175K | 0.8% | |
| American Century American Century Short Duration Strategic Income R6 N/A | Other securities | — | — | $160K | 0.7% | |
| MFS Lifetime Income Class R6 N/A | Other securities | — | — | $75K | 0.3% | |
| Notes receivable Maturing from July 2025 to January 2029 at from participants interest rates of 4.25% - 9.50% N/A | Bonds / Notes | — | — | $37K | 0.2% | |
| MFS Lifetime 2065 Class R6 N/A | Other securities | — | — | $24K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 36-3258176 |
| — |
| ADVISOR |
| $11K |
| — |
