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 | $509K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Registered investment companies Vanguard Institutional Index CL I Registered Investment Company | Other securities | — | — | $101.3M | 22.9% | |
| Lincoln Financial Group Stable Value Account General Account | Common Stock | — | — | $90.2M | 20.3% | |
| Vanguard Total International Stock Index Registered Investment Company | Other securities | — | — | $49.2M | 11.1% | |
| Fidelity US Bond Index Registered Investment Company | Other securities | — | — | $40.4M | 9.1% | |
| Fidelity Mid Cap Index Registered Investment Company | Other securities | — | — | $28.0M | 6.3% | |
| Loomis Sayles Growth Class N Registered Investment Company | Other securities | — | — | $23.5M | 5.3% | |
| Putnam Large Cap Value Registered Investment Company | Other securities | — | — | $21.4M | 4.8% | |
| PIMCO Real Return Institutional Class Registered Investment Company | Other securities | — | — | $21.1M | 4.8% | |
| Fidelity Small Cap Index Registered Investment Company | Other securities | — | — | $11.8M | 2.7% | |
| American Funds EuroPacific Growth R6 Registered Investment Company | Other securities | — | — | $8.9M | 2.0% | |
| Blackrock High Yield Bond Service Registered Investment Company | Other securities | — | — | $8.5M | 1.9% | |
| MTR West Total Return Bond Fund Registered Investment Company | Other securities | — | — | $7.4M | 1.7% | |
| Fidelity Emerging Markets K Registered Investment Company | Other securities | — | — | $7.3M | 1.6% | |
| Columbia Small Cap Value II Class I3 Registered Investment Company | Other securities | — | — | $6.3M | 1.4% | |
| Participant loans Interest rate range: 4.25% to 9.50% -0- | Bonds / Notes | — | — | $6.2M | 1.4% | |
| Blackrock Mid Cap Growth Equity K Registered Investment Company | Other securities | — | — | $4.3M | 1.0% | |
| Virtus Ceredex Mid Cap Value Equity R6 Registered Investment Company | Other securities | — | — | $3.1M | 0.7% | |
| JP Morgan Small Cap Growth Class R6 Registered Investment Company | Other securities | — | — | $2.2M | 0.5% | |
| Lessor or Similar Party Par, or Maturity Value ** Value Self-directed brokerage account Schwab Self-Directed Brokerage Account Self-Directed Brokerage Account | Other securities | — | — | $1.3M | 0.3% | |
| PGIM Global Total Return Class R6 Registered Investment Company | Other securities | — | — | $560K | 0.1% | |
| VALIC Fixed Account Plus General Account | Other securities | — | — | $85K | <0.1% | |
| VALIC Short Term Fixed Account General Account | Other securities | — | — | $51K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
