Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE | — | COLUMBUS, OH | RECORDKEEPER | $13K | — |
| LINCOLN NATIONAL CORP | — | RADNOR, PA | SERVICE PROVIDER | $400 | — |
| EMPOWER ANNUITY INS COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $165 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Nuveen Lifecycle Index 2040 Fund - Class R6 " | Other securities | — | — | $7.1M | 12.9% | |
| Nuveen Lifecycle Index 2045 Fund - Class R6 " | Other securities | — | — | $6.0M | 11.0% | |
| Nuveen Lifecycle Index 2050 Fund - Class R6 " | Other securities | — | — | $5.7M | 10.4% | |
| Nuveen Lifecycle Index 2035 Fund - Class R6 " | Other securities | — | — | $5.1M | 9.3% | |
| Nuveen Lifecycle Index 2030 Fund - Class R6 " | Other securities | — | — | $5.0M | 9.1% | |
| Nuveen Lifecycle Index 2055 Fund - Class R6 " | Other securities | — | — | $4.2M | 7.7% | |
| Vanguard 500 Index Fund Admiral Shares " | Other securities | — | — | $3.9M | 7.1% | |
| Nuveen Lifecycle Index 2060 Fund - Class R6 " | Other securities | — | — | $2.7M | 4.9% | |
| Nuveen Lifecycle Index 2025 Fund - Class R6 " | Other securities | — | — | $2.1M | 3.9% | |
| Nuveen Lifecycle Index 2020 Fund - Class R6 " | Other securities | — | — | $1.5M | 2.7% | |
| JPMorgan Large Cap Growth Fund Class R6 " | Other securities | — | — | $1.2M | 2.1% | |
| Vanguard Small-Cap Index Fund Admiral Shares " | Other securities | — | — | $1.1M | 2.0% | |
| Nuveen Lifecycle Index 2015 Fund - Class R6 " | Other securities | — | — | $978K | 1.8% | |
| Nuveen Lifecycle Index 2065 Fund - Class R6 " | Other securities | — | — | $865K | 1.6% | |
| Vanguard Mid-Cap Index Fund Admiral Shares " | Other securities | — | — | $793K | 1.4% | |
| Vanguard Wellesley Income Fund Admiral Shares " | Other securities | — | — | $756K | 1.4% | |
| American Funds New World Fund® Class R-6 " | Other securities | — | — | $687K | 1.3% | |
| Vanguard Developed Markets Index Fund Admiral Shares " | Other securities | — | — | $673K | 1.2% | |
| Macquarie Mid Cap Growth Fund Class R6 " | Other securities | — | — | $540K | 1.0% | |
| Nuveen Large Cap Responsible Equity Fund - Class R6 " | Other securities | — | — | $536K | 1.0% | |
| Vanguard Windsor II Fund Admiral Shares " | Other securities | — | — | $445K | 0.8% | |
| Nuveen Lifecycle Index Retirement Income Fund - Class R6 " | Other securities | — | — | $373K | 0.7% | |
| American Century Small Cap Value Fund R6 Class Mutual fund | Other securities | — | — | $347K | 0.6% | |
| Nuveen Lifecycle Index 2010 Fund - Class R6 " | Other securities | — | — | $345K | 0.6% | |
| Nationwide Best of America Fixed Guaranteed insurance contract | Other securities | — | — | $284K | 0.5% | |
| Calvert Social Index I " | Other securities | — | — | $272K | 0.5% | |
| Baird Core Plus Bond Inst " | Other securities | — | — | $253K | 0.5% | |
| Nationwide Money Market Institutional " | Cash / Money Market | — | — | $234K | 0.4% | |
| Vanguard GNMA Fund Admiral Shares " | Agency / Mortgage-Backed | — | — | $209K | 0.4% | |
| Vanguard Short-Term Federal Fund Admiral Shares " | Other securities | — | — | $122K | 0.2% | |
| Participant Loans (4.25% - 9.50%) - | Bonds / Notes | — | — | $122K | 0.2% | |
| FIDELITY VIP CONTRAFUND LINCOLN NATIONAL LIFE INSURANCE COMPANY · EIN 47-0522836 / PN 000 | Pooled Separate Account | — | — | $70K | 0.1% | |
| PIMCO Income Fund Institutional Class " | Other securities | — | — | $60K | 0.1% | |
| American Funds Interm Bd Fd of Amer R6 " | Other securities | — | — | $45K | <0.1% | |
| Lincoln Fixed Account " | Other securities | — | — | $38K | <0.1% | |
| LVIP MACQUARIE SOCIAL AWARENESS LINCOLN NATIONAL LIFE INSURANCE COMPANY · EIN 47-0522836 / PN 000 | Pooled Separate Account | — | — | $7K | <0.1% | |
| JPMORGAN SMARTRETIREMENT 2050 A TALCOTT RESOLUTION LIFE INSURANCE COMPANY · EIN 06-0974148 / PN 000 | Pooled Separate Account | — | — | $6K | <0.1% | |
| LVIP DIMENSIONAL U.S. CORE EQUITY 1 LINCOLN NATIONAL LIFE INSURANCE COMPANY · EIN 47-0522836 / PN 000 | Pooled Separate Account | — | — | $5K | <0.1% | |
| LVIP JPMORGAN RETIREMENT INCOME FUN LINCOLN NATIONAL LIFE INSURANCE COMPANY · EIN 47-0522836 / PN 000 | Pooled Separate Account | — | — | $4K | <0.1% | |
| LVIP BLENDED LRG CAP GROWTH MNGD VO LINCOLN NATIONAL LIFE INSURANCE COMPANY · EIN 47-0522836 / PN 000 | Pooled Separate Account | — | — | $4K | <0.1% | |
| LVIP MACQUARIE BOND LINCOLN NATIONAL LIFE INSURANCE COMPANY · EIN 47-0522836 / PN 000 | Pooled Separate Account | — | — | $3K | <0.1% | |
| LVIP BLACKROCK DIVIDEND VALUE MNGDV LINCOLN NATIONAL LIFE INSURANCE COMPANY · EIN 47-0522836 / PN 000 | Pooled Separate Account | — | — | $3K | <0.1% | |
| AMERICAN FUNDS INTERNATIONAL LINCOLN NATIONAL LIFE INSURANCE COMPANY · EIN 47-0522836 / PN 000 | Pooled Separate Account | — | — | $2K | <0.1% | |
| BLACKROCK LIFEPATH DYN 2050 INVESTO TALCOTT RESOLUTION LIFE INSURANCE COMPANY · EIN 06-0974148 / PN 000 | Pooled Separate Account | — | — | $2K | <0.1% | |
| T. ROWE PRICE GROWTH STOCK R TALCOTT RESOLUTION LIFE INSURANCE COMPANY · EIN 06-0974148 / PN 000 | Pooled Separate Account | — | — | $935 | <0.1% | |
| AMERICAN CENTURY SMALL CAP VALUE A TALCOTT RESOLUTION LIFE INSURANCE COMPANY · EIN 06-0974148 / PN 000 | Pooled Separate Account | — | — | $713 | <0.1% | |
| BNY MELLON S&P 500 INDEX TALCOTT RESOLUTION LIFE INSURANCE COMPANY · EIN 06-0974148 / PN 000 | Pooled Separate Account | — | — | $709 | <0.1% | |
| GOLDMAN SACHS MID CAP GROWTH A TALCOTT RESOLUTION LIFE INSURANCE COMPANY · EIN 06-0974148 / PN 000 | Pooled Separate Account | — | — | $707 | <0.1% | |
| BLACKROCK EQUITY DIVIDEND INV A TALCOTT RESOLUTION LIFE INSURANCE COMPANY · EIN 06-0974148 / PN 000 | Pooled Separate Account | — | — | $640 | <0.1% | |
| BLACKROCK LIFEPATH DYN 2040 INVESTO TALCOTT RESOLUTION LIFE INSURANCE COMPANY · EIN 06-0974148 / PN 000 | Pooled Separate Account | — | — | $609 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|
| CAPTRUST | — | RALEIGH, NC | ADVISOR | $75K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENEFIT PLANS INC | — | OMAHA, NE | TPA | $70K | — |
