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 | $27K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds YourPath American Funds 2035 Moderate | Other securities | — | — | $847K | 13.6% | |
| American Funds YourPath American Funds 2040 Moderate | Other securities | — | — | $842K | 13.5% | |
| American Funds YourPath American Funds 2055 Moderate | Other securities | — | — | $426K | 6.8% | |
| American Funds YourPath American Funds 2045 Moderate | Other securities | — | — | $410K | 6.6% | |
| American Funds YourPath American Funds 2060 Moderate | Other securities | — | — | $409K | 6.6% | |
| American Funds YourPath American Funds 2050 Moderate | Other securities | — | — | $405K | 6.5% | |
| American Funds YourPath American Funds 2065 Aggressive | Other securities | — | — | $378K | 6.1% | |
| JP Morgan JPMorgan Large Cap Growth Class R6 | Other securities | — | — | $370K | 5.9% | |
| American Funds YourPath American Funds 2030 Moderate | Other securities | — | — | $365K | 5.9% | |
| Fidelity 500 Index | Other securities | — | — | $203K | 3.3% | |
| Stable Value Collective Trust Fund * Lincoln Stable Value Account Lincoln Stable Value Account -LNGPA | Common Collective Trusts | — | — | $174K | 2.8% | |
| Fidelity Mid Cap Index | Other securities | — | — | $174K | 2.8% | |
| Fidelity Small Cap Index | Other securities | — | — | $150K | 2.4% | |
| Hartford Dividend and Growth Class R6 | Other securities | — | — | $149K | 2.4% | |
| American Funds YourPath American Funds 2025 Moderate | Other securities | — | — | $107K | 1.7% | |
| American Funds YourPath American Funds 2010 Moderate | Other securities | — | — | $106K | 1.7% | |
| Fidelity International Index | Other securities | — | — | $101K | 1.6% | |
| American Funds YourPath American Funds 2065 Aggressive | Other securities | — | — | $80K | 1.3% | |
| American Funds YourPath American Funds 2020 Moderate | Other securities | — | — | $78K | 1.3% | |
| American Funds YourPath American Funds 2065 Moderate | Other securities | — | — | $73K | 1.2% | |
| American Funds YourPath American Funds 2040 Aggressive | Other securities | — | — | $73K | 1.2% | |
| American Funds YourPath American Funds 2035 Aggressive | Other securities | — | — | $73K | 1.2% | |
| T. Rowe Price BlackRock Total Return Class K Shares | Other securities | — | — | $64K | 1.0% | |
| maturing through January 2030 | Other securities | — | — | $47K | 0.8% | |
| Blackrock Inflation Protected Bond Institutional Shares | Mutual Funds | — | — | $40K | 0.6% | |
| Fidelity Emerging Markets K | Other securities | — | — | $27K | 0.4% | |
| Hartford MFS Mid Cap Value Class R6 | Other securities | — | — | $15K | 0.2% | |
| American Funds American Funds American Balanced Class R6 | Other securities | — | — | $12K | 0.2% | |
| JP Morgan JPMorgan Mid Cap Growth Class R6 | Other securities | — | — | $9K | 0.1% | |
| Hartford Macquarie Small Cap Value | Other securities | — | — | $9K | 0.1% | |
| T. Rowe Price T. Rowe Price New Horizons I Class | Other securities | — | — | $8K | 0.1% | |
| American Funds YourPath American Funds 2065 Conservative | Other securities | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
