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 NATIONAL CORP | 35-1140070 | — | SERVICE PROVIDER | $96K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEVIEW ADVISORY | 33-0818667 | — | SERVICE PROVIDER | $59K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| % of plan | |||
|---|---|---|---|
| PUTNAM LARGE CAP VALUE TRUST II LINCOLN NATIONAL LIFE INSURANCE CO. · EIN 86-1899009 / PN 676 | Common Collective Trust | $1.5M | 9.1% |
| S&P 500 R INDEX NL SF CL K CMDVQ LINCOLN NATIONAL LIFE INSURANCE CO. · EIN 90-0337987 / PN 388 | Common Collective Trust | $1.3M | 7.9% |
| RUSSELL SMALL/MID CAP INDEX NL SF C LINCOLN NATIONAL LIFE INSURANCE CO. · EIN 90-0337987 / PN 461 | Common Collective Trust | $1.0M | 6.4% |
| CLEARBRIDGE SMALL CAP GROWTH R2 CIT LINCOLN NATIONAL LIFE INSURANCE CO. · EIN 38-4065336 / PN 434 | Common Collective Trust | $240K | 1.5% |
