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 | $15K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fixed annuity contract * Lincoln National Life Insurance Company Lincoln Stable Value Account | Stable Value | — | — | $5.8M | 19.0% | |
| T. Rowe Price Blue Chip Growth | Other securities | — | — | $5.5M | 18.0% | |
| American Funds EuroPacific Growth R4 | Mutual Funds | — | — | $3.3M | 10.9% | |
| Vanguard 500 Index | Common Collective Trusts | — | — | $3.1M | 10.4% | |
| American Beacon Large Cap Value Investor | Mutual Funds | — | — | $3.1M | 10.1% | |
| PIMCO Total Return Admin | Mutual Funds | — | — | $2.9M | 9.7% | |
| Vanguard Mid Cap Value Index | Mutual Funds | — | — | $2.1M | 6.9% | |
| T. Rowe Price Mid Cap Growth Fund Advisor | Other securities | — | — | $1.6M | 5.2% | |
| Vanguard Small Cap Growth Index Adm | Mutual Funds | — | — | $1.3M | 4.4% | |
| Delaware Small Cap Value A | Other securities | — | — | $1.2M | 4.0% | |
| Invesco Developing Markets Y | Mutual Funds | — | — | $206K | 0.7% | |
| Notes receivable Loans to participants, various maturities, from participants interest rates ranging 4.25% to 8.25% | Bonds / Notes | — | — | $121K | 0.4% | |
| Loomis Sayles Global Bond Class N | Other securities | — | — | $32K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
