Heather Baker signed Appalachian Trail Conservancy's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Appalachian Trail Conservancy's EIN is 52-6046689.
Download the official 2024 Form 5500 (PDF) for Appalachian Trail Conservancy from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Appalachian Trail Conservancy's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | 34-1140070 | — | SERVICE PROVIDER | $32K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fixed Account Fully Benefit responsive investment contract | Other securities | — | — | $2.7M | 25.2% | |
| Vanguard Target Retirement 2040 Investor Shares Mutual Funds | Mutual Funds | — | — | $819K | 7.8% | |
| Vanguard Target Retirement 2050 Investor Shares Mutual Funds | Mutual Funds | — | — | $812K | 7.7% | |
| LVIP Macquarie Social Awareness Mutual Funds | Other securities | — | — | $709K | 6.7% | |
| Vanguard Target Retirement 2030 Investor Shares Mutual Funds | Mutual Funds | — | — | $615K | 5.8% | |
| Vanguard Target Retirement 2035 Investor Shares Mutual Funds | Mutual Funds | — | — | $593K | 5.6% | |
| Vanguard Target Retirement 2045 Investor Shares Mutual Funds | Mutual Funds | — | — | $544K | 5.2% | |
| Vanguard Target Retirement 2025 Investor Shares Mutual Funds | Mutual Funds | — | — | $441K | 4.2% | |
| American Funds Growth Mutual Funds | Mutual Funds | — | — | $400K | 3.8% | |
| Vanguard Target Retirement 2055 Investor Shares Mutual Funds | Mutual Funds | — | — | $382K | 3.6% | |
| Vanguard Target Retirement 2060 Investor Shares Mutual Funds | Mutual Funds | — | — | $377K | 3.6% | |
| Vanguard 500 Index Admiral Class Mutual Funds | Common Collective Trusts | — | — | $173K | 1.6% | |
| Insurance Company Contracts * Lincoln Stable Value Account Fully Benefit responsive investment contract | Stable Value | — | — | $169K | 1.6% | |
| LVIP T Rowe Price Structured Mid Cap Growth Mutual Funds 954 * LVIP Vanguard Domestic Equity Mutual Funds | Mutual Funds | — | — | $147K | 1.4% | |
| American Funds Growth and Income Mutual Funds | Mutual Funds | — | — | $137K | 1.3% | |
| LVIP T Rowe Price 2030 Fund Mutual Funds | Mutual Funds | — | — | $137K | 1.3% | |
| Fidelity VIP Contrafund Mutual Funds | Mutual Funds | — | — | $115K | 1.1% | |
| LVIP Franklin Templeton MF EM EQFND Mutual Funds 177 * LVIP SSGA S&P 500 Index Mutual Funds | Common Collective Trusts | — | — | $112K | 1.1% | |
| American Funds International Mutual Funds | Mutual Funds | — | — | $109K | 1.0% | |
| LVIP Dimensional U.S. Core Equity Mutual Funds | Mutual Funds | — | — | $103K | 1.0% | |
| LVIP Macquarie SMID CAP Caore Series Mutual Funds | Other securities | — | — | $82K | 0.8% | |
| MFS Growth Class R6 Mutual Funds | Mutual Funds | — | — | $79K | 0.7% | |
| Fidelity VIP Growth Mutual Funds | Mutual Funds | — | — | $78K | 0.7% | |
| LVIP Government Money Market Mutual Funds | Cash / Money Market | — | — | $76K | 0.7% | |
| Registered Investment Companies Fidelity VIP Freedom Target Date 2030 Mutual Funds | Mutual Funds | — | — | $73K | 0.7% | |
| LVIP T Rowe Price 2040 Mutual Funds | Mutual Funds | — | — | $65K | 0.6% | |
| Pimco Income Institutional Class Mutual Funds | Mutual Funds | — | — | $61K | 0.6% | |
| Vanguard Inflation Protected Securities Admiral Share Mutual Funds | Mutual Funds | — | — | $50K | 0.5% | |
| Federated Government Ultrashort Duration Mutual Funds 379 American Funds Global Growth Mutual Funds | Mutual Funds | — | — | $42K | 0.4% | |
| LVIP SSGA Small Cap Index Mutual Funds | Other securities | — | — | $39K | 0.4% | |
| Vanguard Mid Cap Index Admiral Shares Mutual Funds | Mutual Funds | — | — | $36K | 0.3% | |
| Notes receivable from participants Variable interest rates and maturities | Other securities | — | — | $36K | 0.3% | |
| Vanguard Target Retirement 2065 Investor Shares Mutual Funds | Mutual Funds | — | — | $34K | 0.3% | |
| LVIP JPM Select Mid CAP Value Managed Mutual Funds 18 * LVIP Mondrian International Value Mutual Funds | Other securities | — | — | $31K | 0.3% | |
| Vanguard Developed Markets Index Admiral Shares Mutual Funds | Mutual Funds | — | — | $21K | 0.2% | |
| American Funds American Balanced Class R6 Mutual Funds | Mutual Funds | — | — | $20K | 0.2% | |
| LVIP Vanguard International Equity ETF Mutual Funds | Mutual Funds | — | — | $20K | 0.2% | |
| American Funds International Growth and Income Mutual Funds | Mutual Funds | — | — | $18K | 0.2% | |
| Vanguard Real Estate Index Admiral Shares Mutual Funds | Mutual Funds | — | — | $18K | 0.2% | |
| Baird Aggregate Bond Class Institutional Mutual Funds | Other securities | — | — | $14K | 0.1% | |
| LVIP Baron Growth Opportunities Mutual Funds | Other securities | — | — | $12K | 0.1% | |
| LVIP Global Moderate Allocation Managed Risk Mutual Funds | Other securities | — | — | $12K | 0.1% | |
| LVIP Macquarie Mid Cap Value Fund Mutual Funds 670 * LVIP Macquarie U.S. REIT Fund Mutual Funds | Common Stocks | — | — | $11K | 0.1% | |
| Registered Investment Companies DFA US Small CAP Value Institutional Class Mutual Funds | Mutual Funds | — | — | $11K | 0.1% | |
| LVIP Blended Large Cap Growth Managed Volatility Mutual Funds 12 * LVIP Macquarie Bond Mutual Funds | Other securities | — | — | $11K | 0.1% | |
| American Funds New World Class R6 Mutual Funds | Mutual Funds | — | — | $10K | <0.1% | |
| LVIP Franklin Templeton Global Equity Mangd Vlty Mutual Funds | Mutual Funds | — | — | $9K | <0.1% | |
| LVIP Macquarie Diversified Income Mutual Funds 661 * LVIP Macquarie High Yield Fund Mutual Funds | Other securities | — | — | $9K | <0.1% | |
| PGIM Jennison small Company Class R6 Mutual Funds | Common Stocks | — | — | $8K | <0.1% | |
| Vanguard Target Retirement 2020 Investor Shares Mutual Funds | Mutual Funds | — | — | $6K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
