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 | $347K | — |
| VOYA RETIREMENT INSURANCE CO | 71-0294708 | — | SERVICE PROVIDER | — | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2040 Investor Shares Pooled Separate Accounts | Other securities | — | — | $19.9M | 14.0% | |
| Vanguard Target Retirement 2035 Investor Shares Pooled Separate Accounts | Other securities | — | — | $13.0M | 9.1% | |
| Vanguard Target Retirement 2050 Investor Shares Pooled Separate Accounts | Other securities | — | — | $12.4M | 8.7% | |
| Vanguard Target Retirement 2030 Investor Shares Pooled Separate Accounts | Other securities | — | — | $11.5M | 8.1% | |
| VARIABLE ANNUITY ACCOUNT COMPANY VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $10.7M | 7.5% | |
| Vanguard Target Retirement 2045 Investor Shares Pooled Separate Accounts | Other securities | — | — | $9.6M | 6.8% | |
| Schwab Self Directed Brokerage Account Pooled Separate Accounts | Other securities | — | — | $8.2M | 5.8% | |
| Vanguard Target Retirement 2025 Investor Shares Pooled Separate Accounts | Other securities | — | — | $8.2M | 5.8% | |
| Vanguard Target Retirement 2055 Investor Shares Pooled Separate Accounts | Other securities | — | — | $5.9M | 4.1% | |
| Lincoln Financial Group* Fixed Account Fixed Account | Common Stock | — | — | $5.0M | 3.5% | |
| Vanguard 500 Index Admiral Class Pooled Separate Accounts | Other securities | — | — | $3.3M | 2.3% | |
| Vanguard Target Retirement 2060 Investor Shares Pooled Separate Accounts | Other securities | — | — | $2.6M | 1.8% | |
| AMERICAN FUNDS GROWTH Pooled Separate Accounts | Other securities | — | — | $2.2M | 1.6% | |
| American Funds The Growth Of America Class R6 Pooled Separate Accounts | Other securities | — | — | $2.1M | 1.5% | |
| Voya Large Cap Growth Prt Ins Pooled Separate Accounts | Other securities | — | — | $1.8M | 1.3% | |
| Vanguard Target Retirement Income Investor Shares Pooled Separate Accounts | Other securities | — | — | $1.7M | 1.2% | |
| Vanguard Target Retirement 2020 Investor Shares Pooled Separate Accounts | Other securities | — | — | $1.7M | 1.2% | |
| Voya Short-Term GAA (4555) Guaranteed Account | Other securities | — | — | $1.2M | 0.8% | |
| AMERICAN FUNDS GROWTH-INCOME Pooled Separate Accounts | Other securities | — | — | $1.2M | 0.8% | |
| Fidelity VIP Contrafund Pt I Pooled Separate Accounts | Other securities | — | — | $1.1M | 0.8% | |
| Vanguard Mid Cap Growth Index Admiral Shares Pooled Separate Accounts | Other securities | — | — | $1.1M | 0.8% | |
| Lincoln Stable Value Account -Lngpa Pooled Separate Accounts | Other securities | — | — | $1.0M | 0.7% | |
| Voya Fixed Plus Acct II (4568) Fixed Account | Other securities | — | — | $1.0M | 0.7% | |
| Voya Short-Term GAA (4559) Guaranteed Account | Other securities | — | — | $893K | 0.6% | |
| American Funds Investment Company Of America Class R6 Pooled Separate Accounts | Other securities | — | — | $826K | 0.6% | |
| LVIP T ROWE PRICE 2030 FUND Pooled Separate Accounts | Other securities | — | — | $823K | 0.6% | |
| American Funds Nw Prspctv R4 Pooled Separate Accounts | Other securities | — | — | $783K | 0.6% | |
| Voya Mid Cap Opport Port I Pooled Separate Accounts | Other securities | — | — | $741K | 0.5% | |
| Vanguard Small Cap Value Index Admiral Shares Pooled Separate Accounts | Other securities | — | — | $684K | 0.5% | |
| Vanguard Value Index Admiral Shares Pooled Separate Accounts | Other securities | — | — | $674K | 0.5% | |
| LVIP SSGA S&P 500 INDEX Pooled Separate Accounts | Other securities | — | — | $665K | 0.5% | |
| LVIP DIMENSIONAL U.S. CORE EQUITY 1 Pooled Separate Accounts | Other securities | — | — | $662K | 0.5% | |
| American Funds Wash Mutual R4 Pooled Separate Accounts | Other securities | — | — | $630K | 0.4% | |
| Vanguard Small Cap Growth Index Admiral Shares Pooled Separate Accounts | Other securities | — | — | $627K | 0.4% | |
| LVIP MACQUARIE SOCIAL AWARENESS Pooled Separate Accounts | Other securities | — | — | $593K | 0.4% | |
| American Funds American Balanced Class R6 Pooled Separate Accounts | Other securities | — | — | $503K | 0.4% | |
| Voya Intermediate Bond Prt I Pooled Separate Accounts | Other securities | — | — | $500K | 0.4% | |
| American Funds Eupac Fund Class R-6 Pooled Separate Accounts | Other securities | — | — | $490K | 0.3% | |
| Vanguard Target Retirement 2065 Investor Shares Pooled Separate Accounts | Other securities | — | — | $421K | 0.3% | |
| Fidelity VIP Growth Port I Pooled Separate Accounts | Other securities | — | — | $420K | 0.3% | |
| Voya Glob Insights Port Init Pooled Separate Accounts | Other securities | — | — | $397K | 0.3% | |
| Vanguard International Growth Admiral Shares Pooled Separate Accounts | Other securities | — | — | $393K | 0.3% | |
| Voya Russell LCp Gr Ind Prt I Pooled Separate Accounts | Other securities | — | — | $382K | 0.3% | |
| Vanguard Real Estate Index Admiral Shares Pooled Separate Accounts | Other securities | — | — | $378K | 0.3% | |
| Voya Russell LgCp Indx Prt I Pooled Separate Accounts | Other securities | — | — | $353K | 0.2% | |
| LVIP MACQUARIE MID CAP VALUE FUND Pooled Separate Accounts | Other securities | — | — | $352K | 0.2% | |
| Vanguard Mid Cap Value Index Admiral Shares Pooled Separate Accounts | Other securities | — | — | $347K | 0.2% | |
| American Funds EuroPacific R4 Pooled Separate Accounts 623 American Funds Growth Fnd R4 Pooled Separate Accounts | Other securities | — | — | $339K | 0.2% | |
| Blackrock High Yield Bond Class K Pooled Separate Accounts | Other securities | — | — | $337K | 0.2% | |
| MFS UTILITIES Pooled Separate Accounts | Other securities | — | — | $328K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
