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 | $74K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard 500 Index | Other securities | — | — | $6.1M | 14.7% | |
| T. Rowe Price Retirement 2040 Advisor | Other securities | — | — | $4.1M | 9.8% | |
| T. Rowe Price Retirement 2030 Advisor | Other securities | — | — | $3.7M | 8.8% | |
| Lincoln Financial Group Trust Co. Lincoln Stable Value | Common Stock | — | — | $3.0M | 7.2% | |
| T. Rowe Price Retirement 2035 Advisor | Other securities | — | — | $2.9M | 7.0% | |
| T. Rowe Price Retirement 2045 Advisor | Other securities | — | — | $2.6M | 6.1% | |
| Brown Advisory Brown Advisory Sustainable Growth Investor | Other securities | — | — | $2.3M | 5.6% | |
| T. Rowe Price Retirement 2055 Advisor | Other securities | — | — | $2.2M | 5.4% | |
| T. Rowe Price Retirement 2050 Advisor | Other securities | — | — | $1.7M | 4.1% | |
| Columbia Dividend Income | Other securities | — | — | $1.6M | 3.8% | |
| T. Rowe Price Retirement 2025 Advisor | Other securities | — | — | $1.4M | 3.3% | |
| T. Rowe Price Retirement Balanced Fund Advisor | Other securities | — | — | $1.2M | 2.9% | |
| T. Rowe Price Retirement 2020 Advisor | Other securities | — | — | $1.2M | 2.9% | |
| PIMCO Income | Other securities | — | — | $1.1M | 2.6% | |
| Natixis Funds Loomis Sayles Core Plus Bond | Other securities | — | — | $909K | 2.2% | |
| Columbia Global Technology Growth Institutional | Other securities | — | — | $748K | 1.8% | |
| Vanguard Mid Cap Index | Other securities | — | — | $656K | 1.6% | |
| American Funds American Funds Euro Pacific Growth | Other securities | — | — | $612K | 1.5% | |
| Participant loans receivable Interest at 4.25% to 9.50% - | Bonds / Notes | — | — | $481K | 1.1% | |
| Alliance Bernstein AB Small Cap Growth Fund | Other securities | — | — | $441K | 1.1% | |
| Vanguard Small Cap Index | Other securities | — | — | $419K | 1.0% | |
| Vanguard Health Care | Other securities | — | — | $413K | 1.0% | |
| Vanguard Small Cap Value Index | Other securities | — | — | $337K | 0.8% | |
| Massachusetts Financial Services MFS International Value Fund | Other securities | — | — | $306K | 0.7% | |
| Identity Description of asset Cost Current Value Franklin Templeton Investments Franklin Utilities | Other securities | — | — | $265K | 0.6% | |
| American Funds American Funds New World | Other securities | — | — | $258K | 0.6% | |
| Baron Capital Group Baron Partners Institutional | Common Stock | — | — | $220K | 0.5% | |
| Principal Funds Principal Real Estate Securities | Other securities | — | — | $200K | 0.5% | |
| PIMCO Real Return Institutional | Other securities | — | — | $143K | 0.3% | |
| Janus Henderson Developed World Bond | Other securities | — | — | $125K | 0.3% | |
| T. Rowe Price Retirement 2015 Advisor | Other securities | — | — | $50K | 0.1% | |
| PIMCO Stock Plus International US Dollar Hedged | Other securities | — | — | $32K | <0.1% | |
| Vanguard Mid Cap Growth Index | Other securities | — | — | $30K | <0.1% | |
| Victory Sycamore Established Value | Other securities | — | — | $27K | <0.1% | |
| T. Rowe Price Retirement 2010 Advisor | Other securities | — | — | $6K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
