This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| FIDELITY CONTRAFUND LINCOLN FINANCIAL GROUP · EIN 35-0472300 / PN 000 | Pooled Separate Account | $4.6M | 22.8% |
| AMERICAN FUNDS WASHINGTON MUTUAL LINCOLN FINANCIAL GROUP · EIN 35-0472300 / PN 000 | Pooled Separate Account | $2.0M | 10.2% |
| BLACKROCK GLOBAL ALLOCATION LINCOLN FINANCIAL GROUP · EIN 35-0472300 / PN 000 | Pooled Separate Account | $1.7M | 8.6% |
| AMERICAN FUNDS 2030 TRGT DATE RTRMT LINCOLN FINANCIAL GROUP · EIN 35-0472300 / PN 000 | Pooled Separate Account | $1.3M | 6.5% |
| NEUBERGER BERMAN MID CAP GROWTH LINCOLN FINANCIAL GROUP · EIN 35-0472300 / PN 000 | Pooled Separate Account | $1.3M | 6.5% |
| AMERICAN FUNDS 2050 TRGT DATE RTRMT LINCOLN FINANCIAL GROUP · EIN 35-0472300 / PN 000 | Pooled Separate Account | $1.2M | 5.9% |
| LINCOLN STABLE VALUE ACCOUNT -LNGPG LINCOLN FINANCIAL GROUP · EIN 35-0472300 / PN 000 | Pooled Separate Account | $820K | 4.1% |
| BAIRD AGGREGATE BOND CLASS LINCOLN FINANCIAL GROUP · EIN 35-0472300 / PN 000 | Pooled Separate Account | $763K | 3.8% |
| AMERICAN FUNDS 2040 TRGT DATE RTRMT LINCOLN FINANCIAL GROUP · EIN 35-0472300 / PN 000 | Pooled Separate Account | $728K | 3.6% |
| VANGUARD DVLPD INDEX LINCOLN FINANCIAL GROUP · EIN 35-0472300 / PN 000 | Pooled Separate Account | $646K | 3.2% |
| VANGUARD 500 INDEX LINCOLN FINANCIAL GROUP · EIN 35-0472300 / PN 000 | Pooled Separate Account | $566K | 2.8% |
| AMERICAN FUNDS 2060 TRGT DATE RTRMT LINCOLN FINANCIAL GROUP · EIN 35-0472300 / PN 000 | Pooled Separate Account | $537K | 2.7% |
| AMERICAN FUNDS 2045 TRGT DATE RTRMT LINCOLN FINANCIAL GROUP · EIN 35-0472300 / PN 000 | Pooled Separate Account | $420K | 2.1% |
| EATON VANCE INCOME OF BOSTON LINCOLN FINANCIAL GROUP · EIN 35-0472300 / PN 000 | Pooled Separate Account | $401K | 2.0% |
| AMERICAN FUNDS 2055 TRGT DATE RTRMT LINCOLN FINANCIAL GROUP · EIN 35-0472300 / PN 000 | Pooled Separate Account | $369K | 1.8% |
| AMERICAN FUNDS 2020 TRGT DATE RTRMT LINCOLN FINANCIAL GROUP · EIN 35-0472300 / PN 000 | Pooled Separate Account | $346K | 1.7% |
| AMERICAN FUNDS 2035 TRGT DATE RTRMT LINCOLN FINANCIAL GROUP · EIN 35-0472300 / PN 000 | Pooled Separate Account | $318K | 1.6% |
| AMERICAN FUNDS NEW WORLD LINCOLN FINANCIAL GROUP · EIN 35-0472300 / PN 000 | Pooled Separate Account | $274K | 1.4% |
| AMERICAN FUNDS NEW PERSPECTIVE LINCOLN FINANCIAL GROUP · EIN 35-0472300 / PN 000 | Pooled Separate Account | $227K | 1.1% |
| VANGUARD INTERNATIONAL VALUE INVEST LINCOLN FINANCIAL GROUP · EIN 35-0472300 / PN 000 | Pooled Separate Account | $201K | 1.0% |
| AMERICAN CENTRY MID CAP VALUE LINCOLN FINANCIAL GROUP · EIN 35-0472300 / PN 000 | Pooled Separate Account | $161K | 0.8% |
| MFS NEW DISC LINCOLN FINANCIAL GROUP · EIN 35-0472300 / PN 000 | Pooled Separate Account | $153K | 0.8% |
| INVC OPPENHEIMER INTL GROWTH LINCOLN FINANCIAL GROUP · EIN 35-0472300 / PN 000 | Pooled Separate Account | $146K | 0.7% |
| AMERICAN FUNDS 2010 TRGT DATE RTRMT LINCOLN FINANCIAL GROUP · EIN 35-0472300 / PN 000 | Pooled Separate Account | $141K | 0.7% |
| T ROWE DVDND GROWTH LINCOLN FINANCIAL GROUP · EIN 35-0472300 / PN 000 | Pooled Separate Account | $115K | 0.6% |
| SCHWAB SELF DIRECTED BROKERAGE LINCOLN FINANCIAL GROUP · EIN 35-0472300 / PN 000 | Pooled Separate Account | $84K | 0.4% |
| AMERICAN FUNDS 2025 TRGT DATE RTRMT LINCOLN FINANCIAL GROUP · EIN 35-0472300 / PN 000 | Pooled Separate Account | $84K | 0.4% |
| AMERICAN FUNDS 2065 TRGT DATE RTRMT LINCOLN FINANCIAL GROUP · EIN 35-0472300 / PN 000 | Pooled Separate Account | $57K | 0.3% |
| VANGUARD REAL ESTATE INDEX LINCOLN FINANCIAL GROUP · EIN 35-0472300 / PN 000 | Pooled Separate Account | $43K | 0.2% |
| AMERICAN FUNDS 2015 TRGT DATE RTRMT LINCOLN FINANCIAL GROUP · EIN 35-0472300 / PN 000 | Pooled Separate Account | $39K | 0.2% |
| FEDERATED GOVNMT ULTSHORT DURTN LINCOLN FINANCIAL GROUP · EIN 35-0472300 / PN 000 | Pooled Separate Account | $29K | 0.1% |
| BLACKROCK INFLATION PROTECTED BOND LINCOLN FINANCIAL GROUP · EIN 35-0472300 / PN 000 | Pooled Separate Account | $25K | 0.1% |
| PIMCO INTL BOND US DLLR HDGD LINCOLN FINANCIAL GROUP · EIN 35-0472300 / PN 000 | Pooled Separate Account | $14K | <0.1% |
| MCQRIE SMCP VALUE LINCOLN FINANCIAL GROUP · EIN 35-0472300 / PN 000 | Pooled Separate Account | $13K | <0.1% |
| PIMCO CMMDTY REAL RTRN STRTGY LINCOLN FINANCIAL GROUP · EIN 35-0472300 / PN 000 | Pooled Separate Account | $12K | <0.1% |
| PIMCO INCM LINCOLN FINANCIAL GROUP · EIN 35-0472300 / PN 000 | Pooled Separate Account | $10K | <0.1% |
| AMERICAN FUNDS 2070 TRGT DATE RTRMT LINCOLN FINANCIAL GROUP · EIN 35-0472300 / PN 000 | Pooled Separate Account | $2K | <0.1% |
