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 | $23K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TPA AT TIME OF FEE WITHDRAWAL | 35-1140070 | — | FEES | $7K | — |
| SMITH AND HOWARD PC |
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 LINCOLNNATIONALLIFEINSURANCECO. · EIN 35-0472300 / PN 402 | Pooled Separate Account | — | — | $3.7M | 66.4% | |
| Lincoln National Life Insurance Co. Guaranteed Account | Common Stock | — | — | $1.9M | 33.6% | |
| Lincoln National Life Insurance Co. SA27 LVIP SSgA S&P 500 Index | Common Stock | — | — | $856K | 15.5% | |
| Lincoln National Life Insurance Co. SA65 MFS VIT Growth | Common Stock | — | — | $777K | 14.0% | |
| Lincoln National Life Insurance Co. SA14 Fed Gov Ultrashort Dur | Common Stock | — | — | $338K | 6.1% | |
| Lincoln National Life Insurance Co. SALA SSgA S&P MidCp Idx Non-Ln | Common Stock | — | — | $322K | 5.8% | |
| Lincoln National Life Insurance Co. SA21 VG LifeStrategy Mod Grw | Common Stock | — | — | $219K | 4.0% | |
| Lincoln National Life Insurance Co. SA28 Invesco Growth & Income | Common Stock | — | — | $186K | 3.4% | |
| Lincoln National Life Insurance Co. SA92 LVIPBkRk Infltn Protected | Common Stock | — | — | $159K | 2.9% | |
| Lincoln National Life Insurance Co. SAV4 Vanguard Target Ret 2040 | Common Stock | — | — | $139K | 2.5% | |
| Lincoln National Life Insurance Co. SA32 VG LifeStrategy Growth | Common Stock | — | — | $104K | 1.9% | |
| Lincoln National Life Insurance Co. SAV3 Vanguard Target Ret 2030 | Common Stock | — | — | $84K | 1.5% | |
| Lincoln National Life Insurance Co. SA30 VG LifeStrategy Cons Grw | Common Stock | — | — | $63K | 1.1% | |
| Lincoln National Life Insurance Co. SA1R AmerFunds New World SA1R | Common Stock | — | — | $50K | 0.9% | |
| Lincoln National Life Insurance Co. SALE BlackRock GlbalAllocation | Common Stock | — | — | $41K | 0.7% | |
| Lincoln National Life Insurance Co. SAF9 Eaton Vance Inc Fund BOS | Common Stock | — | — | $40K | 0.7% | |
| Lincoln National Life Insurance Co. SAV6 Vanguard Target Ret 2060 | Common Stock | — | — | $38K | 0.7% | |
| Lincoln National Life Insurance Co. SA1E AmerFunds Bond America | Common Stock | — | — | $37K | 0.7% | |
| Lincoln National Life Insurance Co. SA55 LVIP Clarion Gbl Real Est | Common Stock | — | — | $36K | 0.6% | |
| Lincoln National Life Insurance Co. SAKG Am Fnd Intl Grwth Income | Common Stock | — | — | $33K | 0.6% | |
| Lincoln National Life Insurance Co. SALB SSgA Russ SC Vl Ix Non-Ln | Common Stock | — | — | $32K | 0.6% | |
| Lincoln National Life Insurance Co. SAV5 Vanguard Target Ret 2050 | Common Stock | — | — | $29K | 0.5% | |
| Lincoln National Life Insurance Co. SALC SSgA Russ SC Gr Ix Non-Ln | Common Stock | — | — | $25K | 0.5% | |
| Lincoln National Life Insurance Co. Target Ret 2070 Aaby | Common Stock | — | — | $24K | 0.4% | |
| Lincoln National Life Insurance Co. SAV2 Vanguard Target Ret 2020 | Common Stock | — | — | $15K | 0.3% | |
| Lincoln National Life Insurance Co. SAL6 LVIP SSgA Bond Index | Common Stock | — | — | $15K | 0.3% | |
| Lincoln National Life Insurance Co. SAL5 LVIP SSgA Internat'l Indx | Common Stock | — | — | $14K | 0.2% | |
| Lincoln National Life Insurance Co. Target Ret Inc Inv Saeg | Common Stock | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| DALLAS, TX |
| SERVICE PROVIDER |
| $4K |
| — |
