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 | $1K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RETIREMENT STRATEGIES GROUP LLC | — | NEW ORLEANS, LA | TPA | $300 | — |
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 LINCOLN NATIONAL LIFE INSURANCE CO. · EIN 35-0472300 / PN 402 | Pooled Separate Account | — | — | $5.2M | 99.1% | |
| Lincoln National Life Vanguard Target Retirement 2030 SABD | Other securities | — | — | $881K | 16.9% | |
| Lincoln National Life Vanguard Target Retirement 2040 SABF | Other securities | — | — | $816K | 15.6% | |
| Lincoln National Life Vanguard Target Retirement 2045 SABG | Other securities | — | — | $762K | 14.6% | |
| Lincoln National Life Vanguard Target Retirement Income SABM | Other securities | — | — | $690K | 13.2% | |
| Lincoln National Life Vanguard Target Retirement 2035 SABE | Other securities | — | — | $475K | 9.1% | |
| Lincoln National Life Vanguard Target Retirement 2055 SABK | Other securities | — | — | $428K | 8.2% | |
| Lincoln National Life Vanguard Target Retirement 2060 SABL | Other securities | — | — | $348K | 6.7% | |
| Lincoln National Life Vanguard Target Retirement 2025 SABC | Other securities | — | — | $308K | 5.9% | |
| Lincoln National Life Vanguard Target Retirement 2020 SABB | Other securities | — | — | $173K | 3.3% | |
| Lincoln National Life Vanguard Target Retirement 2050 SABH | Other securities | — | — | $159K | 3.0% | |
| Lincoln National Life Vanguard Target Retirement 2065 SAEN | Other securities | — | — | $68K | 1.3% | |
| Participant Loans Interest ranging from 3.50% to 8.50%, maturing through 2027 -0- | Bonds / Notes | — | — | $28K | 0.5% | |
| Lincoln National Life Fidelity 500 Index Fund SAWQ | Other securities | — | — | $21K | 0.4% | |
| Lincoln National Life Guaranteed Stable Value | Other securities | — | — | $18K | 0.3% | |
| Lincoln National Life Vanguard Energy SACN | Other securities | — | — | $6K | 0.1% | |
| Lincoln National Life Vanguard Global Capital Cycles SADD | Other securities | — | — | $6K | 0.1% | |
| Lincoln National Life American Funds EuroPacific Growth Fund SA6E ** 937 * Lincoln National Life Neuberger Berman Mid Cap Growth SA9R | Other securities | — | — | $6K | 0.1% | |
| Lincoln National Life Prudential Jennison Small Company SAA6 | Other securities | — | — | $6K | 0.1% | |
| Lincoln National Life Vanguard Energy Index SACP | Other securities | — | — | $6K | 0.1% | |
| Lincoln National Life Vanguard Emerging Markets Stock Index SAAS | Other securities | — | — | $5K | 0.1% | |
| Lincoln National Life Vanguard Target Retirement 2070 AABX | Other securities | — | — | $2K | <0.1% | |
| Lincoln National Life Vanguard Growth Index SAE4 ** 985 * Lincoln National Life Vanguard Value Index SAE5 | Other securities | — | — | $2K | <0.1% | |
| Lincoln National Life Franklin US Government Securities SACL | 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.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STAN CORP FINANCIAL GROUP | 93-1253576 | — | NONE | $25K | — |
