This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LINCOLN FINANCIAL GROUP | 35-0472300 | FORT WAYNE, IN | NONE | $35K | — |
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 |
|---|---|---|---|
| VNGRD 500 INDX LINCOLN FINANCIAL GROUP · EIN 35-0472300 / PN 000 | Pooled Separate Account | $1.2M | 16.5% |
| T ROWE RTRMT 2045 CLASS 1 LINCOLN FINANCIAL GROUP · EIN 35-0472300 / PN 000 | Pooled Separate Account | $964K | 12.8% |
| T ROWE RTRMT 2035 CLASS 1 LINCOLN FINANCIAL GROUP · EIN 35-0472300 / PN 000 | Pooled Separate Account | $761K | 10.1% |
| T ROWE RTRMT 2010 CLASS 1 LINCOLN FINANCIAL GROUP · EIN 35-0472300 / PN 000 | Pooled Separate Account | $520K | 6.9% |
| T ROWE RTRMT 2040 CLASS 1 LINCOLN FINANCIAL GROUP · EIN 35-0472300 / PN 000 | Pooled Separate Account | $471K | 6.3% |
| T ROWE RTRMT 2050 CLASS 1 LINCOLN FINANCIAL GROUP · EIN 35-0472300 / PN 000 | Pooled Separate Account | $356K | 4.7% |
| T ROWE RTRMT 2055 CLASS 1 LINCOLN FINANCIAL GROUP · EIN 35-0472300 / PN 000 | Pooled Separate Account | $291K | 3.9% |
| FEDRTD GVNMT ULTSHR DURTN LINCOLN FINANCIAL GROUP · EIN 35-0472300 / PN 000 | Pooled Separate Account | $212K | 2.8% |
| VNGRD MIDCP INDX LINCOLN FINANCIAL GROUP · EIN 35-0472300 / PN 000 | Pooled Separate Account | $84K | 1.1% |
| VNGRD DVDND GRWTH LINCOLN FINANCIAL GROUP · EIN 35-0472300 / PN 000 | Pooled Separate Account | $63K | 0.8% |
| T ROWE RTRMT 2060 1 CLASS LINCOLN FINANCIAL GROUP · EIN 35-0472300 / PN 000 | Pooled Separate Account | $54K | 0.7% |
| DFA US SMCP LINCOLN FINANCIAL GROUP · EIN 35-0472300 / PN 000 | Pooled Separate Account | $39K | 0.5% |
| AM FDS INTL GR INC LINCOLN FINANCIAL GROUP · EIN 35-0472300 / PN 000 | Pooled Separate Account | $17K | 0.2% |
| AM FDS AM BAL CL R6 LINCOLN FINANCIAL GROUP · EIN 35-0472300 / PN 000 | Pooled Separate Account | $10K | 0.1% |
| BAIRD AGRGT BOND LINCOLN FINANCIAL GROUP · EIN 35-0472300 / PN 000 | Pooled Separate Account | $1 | <0.1% |
| T ROWE RTRMT 2035 LINCOLN FINANCIAL GROUP · EIN 35-0472300 / PN 000 | Pooled Separate Account | $0 | <0.1% |
| T ROWE RTRMT 2050 LINCOLN FINANCIAL GROUP · EIN 35-0472300 / PN 000 | Pooled Separate Account | $0 | <0.1% |
| T ROWE RTRMT 2055 LINCOLN FINANCIAL GROUP · EIN 35-0472300 / PN 000 | Pooled Separate Account | $0 | <0.1% |
| T ROWE RTRMT 2060 LINCOLN FINANCIAL GROUP · EIN 35-0472300 / PN 000 | Pooled Separate Account | $0 | <0.1% |
| T ROWE RTRMT 2015 LINCOLN FINANCIAL GROUP · EIN 35-0472300 / PN 000 | Pooled Separate Account | $0 | <0.1% |
| T ROWE RTRMT 2045 LINCOLN FINANCIAL GROUP · EIN 35-0472300 / PN 000 | Pooled Separate Account | $0 | <0.1% |
| T ROWE RTRMT 2040 LINCOLN FINANCIAL GROUP · EIN 35-0472300 / PN 000 | Pooled Separate Account | $0 | <0.1% |
| T ROWE RTRMT 2030 LINCOLN FINANCIAL GROUP · EIN 35-0472300 / PN 000 | Pooled Separate Account | $0 | <0.1% |
| T ROWE RTRMT 2025 LINCOLN FINANCIAL GROUP · EIN 35-0472300 / PN 000 | Pooled Separate Account | $0 | <0.1% |
| T ROWE RTRMT 2020 LINCOLN FINANCIAL GROUP · EIN 35-0472300 / PN 000 | Pooled Separate Account | $0 | <0.1% |
| T ROWE RTRMT 2010 LINCOLN FINANCIAL GROUP · EIN 35-0472300 / PN 000 | Pooled Separate Account | $0 | <0.1% |
| VNGRD INFL PRTCT SECRT LINCOLN FINANCIAL GROUP · EIN 35-0472300 / PN 000 | Pooled Separate Account | $0 | <0.1% |
