Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LINCOLN NATIONAL LIFE INSURANCE CO | 35-1140070 | — | SERVICE PROVIDER | $74K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASI, LLC | 93-1238515 | — | CONSULTANT | $38K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Metropolitan West Total Return Bond Plan Class Registered investment company | Other securities | — | — | $7.7M | 14.5% | |
| DFA US Large Company Portfolio Registered investment company | Other securities | — | — | $7.4M | 14.0% | |
| Lincoln Stable Value Account -Z25 Group annuity contract | Common Stock | — | — | $6.1M | 11.5% | |
| DFA US Large Cap Value Institutional Class Registered investment company | Other securities | — | — | $4.6M | 8.6% | |
| DFA International Core Equity Fund Institutional Registered investment company | Other securities | — | — | $4.3M | 8.0% | |
| DFA US Sustainability Core 1 Portfolio Registered investment company | Other securities | — | — | $4.0M | 7.6% | |
| DFA Inflation Protected Securities Fund Institution Registered investment company | Other securities | — | — | $3.2M | 6.0% | |
| Vanguard Mid Cap Index Fund Admiral Registered investment company | Other securities | — | — | $3.1M | 5.8% | |
| Vanguard Growth Index Admiral Shares Registered investment company | Other securities | — | — | $2.7M | 5.0% | |
| DFA Emerging Markets Core Equity Institutional Cla Registered investment company | Other securities | — | — | $2.3M | 4.3% | |
| Vanguard Real Estate Index Admiral Shares Registered investment company | Other securities | — | — | $1.6M | 3.0% | |
| DFA US Small Cap Institutional Class Registered investment company | Other securities | — | — | $1.5M | 2.9% | |
| PIMCO Income Institutional Class Registered investment company | Other securities | — | — | $1.4M | 2.7% | |
| DFA US Small Cap Value Institutional Class Registered investment company | Other securities | — | — | $1.3M | 2.4% | |
| DFA International Sustainability Core 1 Portfolio Fund Registered investment company | Other securities | — | — | $994K | 1.9% | |
| Vanguard Federal Money Market Fund Investor Registered investment company | Cash / Money Market | — | — | $601K | 1.1% | |
| Notes receivable from participants 2038 - | Other securities | — | — | $159K | 0.3% | |
| PIMCO International Bond US Dollar Hedged Institut Registered investment company | Other securities | — | — | $130K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
