Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MCGREGOR & ASSOCIATES, INC | 61-1211139 | — | RECORDKEEPER | $9K | — |
| LINCOLN NATIONAL CORPORATION | 35-0472300 | — | RECORDKEEPER | $50 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Lincoln Financial Group YourPath 2035 Moderate | Common Stock | — | — | $6.6M | 26.8% | |
| Lincoln Financial Group YourPath 2025 Moderate | Common Stock | — | — | $2.9M | 11.8% | |
| Lincoln Financial Group YourPath 2030 Moderate | Common Stock | — | — | $2.9M | 11.6% | |
| Fidelity 500 Index | Other securities | — | — | $2.3M | 9.5% | |
| Lincoln Financial Group Lincoln Stable Value Account | Common Stock | — | — | $2.3M | 9.2% | |
| Lincoln Financial Group YourPath 2040 Moderate | Common Stock | — | — | $2.0M | 8.3% | |
| Lincoln Financial Group YourPath 2040 Aggressive ** 997 * Lincoln Financial Group YourPath 2045 Moderate | Common Stock | — | — | $1.6M | 6.6% | |
| Lincoln Financial Group YourPath 2050 Moderate | Common Stock | — | — | $618K | 2.5% | |
| Charles Schwab Self-Directed Brokerage Account | Other securities | — | — | $596K | 2.4% | |
| Lincoln Financial Group YourPath 2055 Moderate | Common Stock | — | — | $490K | 2.0% | |
| Vanguard Small Cap Growth Index Admiral Shares | Other securities | — | — | $356K | 1.4% | |
| Vanguard Mid Cap Growth Index Admiral Shares | Other securities | — | — | $253K | 1.0% | |
| Vanguard Developed Markets Index Admiral Shares | Other securities | — | — | $209K | 0.9% | |
| Lincoln Financial Group YourPath 2020 Moderate | Common Stock | — | — | $205K | 0.8% | |
| Lincoln Financial Group YourPath 2060 Moderate | Common Stock | — | — | $109K | 0.4% | |
| Lincoln Financial Group YourPath 2065 Moderate | Common Stock | — | — | $61K | 0.2% | |
| Fidelity Sustainability Bond Index | Other securities | — | — | $50K | 0.2% | |
| Vanguard Real Estate Index Admiral Shares | Other securities | — | — | $47K | 0.2% | |
| Vanguard Emerging Markets Stock Index Admiral Shares | Other securities | — | — | $22K | <0.1% | |
| DFA US Small Cap Value Institutional Class ** 100 Vanguard Equity Income Admiral Shares | Other securities | — | — | $1K | <0.1% | |
| Vanguard Mid Cap Value Index Admiral Shares | Other securities | — | — | $1K | <0.1% | |
| Vanguard High Yield Corporate Admiral Shares | 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.
