Click a collective trust to see every plan that holds it.
| Fund / entity | Plans holding |
|---|---|
| LINCOLN LIFE SEPARATE ACCOUNT 4K | 27 |
| LINCOLN PATHBUILDER INCOME | 13 |
| LINCOLN NATIONAL LIFE MULTIFUND | 7 |
| AMERICAN FUNDS INTERNATIONAL | 6 |
| LVIP DELAWARE BOND | 6 |
| DELAWARE VIP SMALL CAP VALUE | 6 |
| LVIP DELAWARE SOCIAL AWARENESS | 6 |
| Sponsor / Plan | Location | Services | Participants | Assets | Direct comp | Indirect comp |
|---|---|---|---|---|---|---|
| Kimball, Tirey & St. John LLP Kimball, Tirey & St. John LLP 401(k) Plan · all filings | SAN DIEGO, CA | Recordkeeper | 376 | $28.5M | $89K | $0 |
| Kimball, Tirey & St. John LLP Kimball, Tirey & St. John LLP 401(k) Plan · all filings | SAN DIEGO, CA | Recordkeeper | 361 | $23.5M | $98K | $0 |
| Kimball, Tirey & St. John LLP Kimball, Tirey & St. John LLP 401(k) Plan · all filings | SAN DIEGO, CA | Recordkeeper | 311 | $19.7M | $82K | $0 |
| Kimball, Tirey & St. John LLP Kimball, Tirey & St. John LLP 401(k) Plan · all filings | SAN DIEGO, CA | Recordkeeper | 254 | $16.0M | $89K | $0 |
| Marion and POLK Schools Credit Union MAPS Credit Union Welfare Plan · all filings | SALEM, OR | Recordkeeper | 286 | — | $18K | $0 |
| DUKE Energy Corporation DUKE Energy Active Health & Welfare Benefit Plans · all filings | CHARLOTTE, NC | Recordkeeper | 28,124 | — | $808K | $0 |
| Spilman Thomas & Battle, PLLC Spilman Thomas & Battle, PLLC Welfare Plan · all filings | CHARLESTON, WV | Recordkeeper | 182 | — | $7K | $0 |
| APL Logistics America Ltd. Welfare Plan for Employees of APL Logistics · all filings | SCOTTSDALE, AZ | Recordkeeper | 2,109 | — | $45K | $0 |
| Woods HOLE Oceangraphic Institution Woods HOLE Oceanograhic Institution · all filings | WOODS HOLE, MA | Recordkeeper | 909 | — | $16K | $0 |
| DUKE Energy Corporation DUKE Energy Active Health & Welfare Benefit Plans · all filings | CHARLOTTE, NC | Recordkeeper | 28,529 | — | $1.6M | $0 |
| Spilman Thomas & Battle, PLLC Spilman Thomas & Battle, PLLC Welfare Plan · all filings | CHARLESTON, WV | Recordkeeper | 177 | — | $7K | $0 |
| DUKE Energy Corporation DUKE Energy Active Health & Welfare Benefit Plans · all filings | CHARLOTTE, NC | Recordkeeper | 27,143 | — | $1.5M | $0 |
| Mohawk Fine Papers Inc. Mohawk Fine Papers Inc. Health and Welfare Plan · all filings | COHOES, NY | Recordkeeper | 560 | — | $6K | $0 |
| LVIP BLENDED LRG CAP GROWTH MNGD VO |
| 6 |
| LVIP DELAWARE MID CAP VALUE FUND | 6 |
| FIDELITY VIP GROWTH | 6 |
| LVIP DELAWARE WEALTH BUILDER FUND | 6 |
| LVIP BARON GROWTH OPPORTUNITIES | 5 |
| MFS UTILITIES | 5 |
| LVIP MONDRIAN INTERNATIONAL VALUE | 5 |
| LVIP POOLED SEPARATE ACCOUNTS | 5 |
| LNL SATM STADION MANAGED MODERATE | 5 |
| BLACKROCK GLOBAL ALLOCATION | 5 |
| LVIP DELAWARE SMID CAP CORE SERIES | 5 |
| LINCOLN LIFE SEPARATE ACCOUNT | 5 |
| LNL SATC STADION MANAGED CONSERVATI | 5 |
| AB VPS SUSTAIN GLOBAL THEMATIC PORT | 5 |
| LNL SATB STADION MANAGED BALANCED | 5 |
| AMERICAN FUNDS GLOBAL GROWTH | 5 |
| FIDELITY VIP CONTRAFUND | 4 |
| LVIP SSGA S&P 500 INDEX | 4 |
