Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERICAN UNITED LIFE INSURANCE CO | 35-0145825 | — | NONE | $899 | — |
| LINCOLN NATIONAL CORPORATION | 35-1140070 | — | SERVICE PROVIDER | $37 | — |
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 | |||||
|---|---|---|---|---|---|---|
| AUL AMERICAN UNIT TRUST AMERICAN UNITED LIFE INSURANCE CO · EIN 35-0145825 / PN 000 | Pooled Separate Account | — | — | $1.4M | 67.7% | |
| TIAA Nuveen Lifecycle Idx 2025 Ret | Other securities | — | — | $277K | 13.1% | |
| TIAA Nuveen Lifecycle Idx 2055 Ret | Other securities | — | — | $239K | 11.3% | |
| Lincoln National Life - Director Guaranteed Interest Contract, at contract value | Other securities | — | — | $225K | 10.6% | |
| TIAA Nuveen Lifecycle Idx 2050 Ret | Other securities | — | — | $197K | 9.3% | |
| TIAA Nuveen Lifecycle Idx 2040 Ret | Other securities | — | — | $164K | 7.8% | |
| TIAA Nuveen Lifecycle Idx 2045 Ret | Other securities | — | — | $122K | 5.8% | |
| TIAA Nuveen Lifecycle Idx 2035 Ret | Other securities | — | — | $98K | 4.7% | |
| TIAA Nuveen Lifecycle Idx 2030 Ret | Other securities | — | — | $91K | 4.3% | |
| TIAA Nuveen Lifecycle Idx 2060 Ret | Other securities | — | — | $87K | 4.1% | |
| State Street Institutional Trust State Street Equty 500 Idx Adm | Other securities | — | — | $84K | 4.0% | |
| Lincoln National Life - Director LVIP SSGA S&P 500 Index | Other securities | — | — | $77K | 3.6% | |
| Lincoln National Life - Director LVIP T. Rowe Price 2030 Fund | Other securities | — | — | $72K | 3.4% | |
| Lincoln National Life - Director LVIP T. Rowe Price 2040 Fund | Other securities | — | — | $57K | 2.7% | |
| Lincoln National Life - Director LVIP Macquarie Bond | Other securities | — | — | $47K | 2.2% | |
| Lincoln National Life - Director LVIP T. Rowe Price 2050 Fund | Other securities | — | — | $31K | 1.4% | |
| TIAA Nuveen Lifecycle Idx 2020 Ret | Other securities | — | — | $29K | 1.4% | |
| BlackRock Funds BlackRock Global Allocation | Other securities | — | — | $28K | 1.3% | |
| TIAA Nuveen Large Cap Value Idx Ret ** 14 DWS Real Estate Secs S ** 14 * Participant Loans Interest Rates Ranging From 5.25% to 7.00% -0- | Bonds / Notes | — | — | $21K | 1.0% | |
| American Funds American Funds Growth | Other securities | — | — | $17K | 0.8% | |
| Janus Henderson Jan Hen Triton A | Other securities | — | — | $17K | 0.8% | |
| Lincoln National Life - Director LVIP Global Moderate Allocation Managed Risk | Other securities | — | — | $16K | 0.8% | |
| Lincoln National Life - Director LVIP SSGA Global Tactical Allocation | Other securities | — | — | $15K | 0.7% | |
| Fidelity VIP Contrafund | Other securities | — | — | $11K | 0.5% | |
| American Funds American Funds Growth-Income | Other securities | — | — | $10K | 0.5% | |
| American United Life Ins Co One America AUL Stable Value Account, at contract value | Common Stock | — | — | $9K | 0.4% | |
| TIAA Nuveen Lifecycle Idx 2015 Ret | Other securities | — | — | $9K | 0.4% | |
| Lincoln National Life - Director LVIP Global Growth Allocation Managed Risk | Other securities | — | — | $8K | 0.4% | |
| Lincoln National Life - Director LVIP Global Conservative Allocation | Other securities | — | — | $8K | 0.4% | |
| Lincoln National Life - Director LVIP JPMorgan Retirement Income Fund | Other securities | — | — | $8K | 0.4% | |
| MFS Investments MFS Technology R3 | Other securities | — | — | $8K | 0.4% | |
| Fidelity VIP Growth | Other securities | — | — | $6K | 0.3% | |
| MFS Investments MFS Utilities | Other securities | — | — | $4K | 0.2% | |
| TIAA Nuveen Lifecycle Idx 2065 Ret | Other securities | — | — | $4K | 0.2% | |
| Lincoln National Life - Director LVIP Macquarie SMID Cap Core | Other securities | — | — | $4K | 0.2% | |
| Fidelity Adv Grth Ops M | Other securities | — | — | $3K | 0.2% | |
| Lincoln National Life - Director LVIP Macquarie Social Awareness | Other securities | — | — | $2K | 0.1% | |
| Fidelity VIP Freedom Target Date 2025 | Other securities | — | — | $2K | <0.1% | |
| Lincoln National Life - Director LVIP Macquarie High Yield | Other securities | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
