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 | — | NONE | $361K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GERBER/ TAYLOR ASSOCIATES, INC. | 62-1420786 | — | NONE | $40K | — |
| FORVIS MAZARS, LLP | 44-0160260 |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Institutional Index (Plus Shares) 131,675 | Other securities | — | — | $63.1M | 17.4% | |
| Lincoln Financial Group Fixed Annuity Contract, at Contract Value * Lincoln Stable Value Account-Z174 47,369,534 | Common Stock | — | — | $58.6M | 16.2% | |
| American Funds EuroPacific Growth Fund 711,269 | Mutual Funds | — | — | $38.2M | 10.6% | |
| Harbor International Institutional Class 807,009 | Other securities | — | — | $35.7M | 9.9% | |
| American Funds The Growth Fund of America Class (R6) 443,148 | Other securities | — | — | $33.0M | 9.1% | |
| Vanguard Total Bond Market Index (Institutional) 3,217,601 | Other securities | — | — | $30.5M | 8.4% | |
| Vanguard Core Bond Admiral Shares 1,627,539 | Other securities | — | — | $28.8M | 8.0% | |
| American Funds Washington Mutual Investors Class (R6) 460,365 | Other securities | — | — | $28.4M | 7.8% | |
| Champlain Mid Cap Institutional 741,985 | Other securities | — | — | $17.7M | 4.9% | |
| Vanguard Russell 2000 Index (Institutional) 42,614 | Other securities | — | — | $14.6M | 4.0% | |
| Longleaf Partners Small Cap Fund 381,645 | Other securities | — | — | $10.4M | 2.9% | |
| at 4.25% | Bonds / Notes | — | — | $48K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| NONE |
| $31K |
| — |
