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| Provider | Service type | Compensation |
|---|---|---|
Filed as: LINCOLN NATIONAL CORPORATION Service code 13 · EIN 35-0472300 | Contract Administrator | $103,845 |
19 funds of $250K or more; 22 lines in all, holding $36.5M of the plan's $37.9M. From the 2025 filing. Recordkeeper: Lincoln Financial.
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $6.4M | 17.5% |
| New Perspective Fund Capital Group · Mutual fund | $4.5M | 12.2% |
| Victory Core Plus Intermediate Bond Fund (Formerly Usaa Intermediate-Term Bond Fund) Victory Capital · Mutual fund | $3.9M | 10.6% |
| Investment CO OF America Capital Group · Mutual fund | $3.6M | 10.0% |
| JPMorgan Large Cap Growth Fund JPMorgan · Mutual fund | $3.3M | 9.0% |
| participant account balances Lincoln Life & Annuity Company of New York Lincoln Financial · Insurance contract Recordkeeper's own fund | $3.2M | 8.8% |
| MFS International Growth Fund MFS (Sun Life) · Mutual fund | $1.6M | 4.3% |
| Vanguard Mid-Cap Value Index Fund Vanguard · Mutual fund Index | $1.5M | 4.1% |
| Vanguard Small-Cap Value Index Fund Vanguard · Mutual fund Index | $1.5M | 4.0% |
| Putnam Large Cap Value Fund Franklin Templeton · Mutual fund | $1.3M | 3.6% |
Added 8 funds, dropped 2 funds, likely replaced 4 funds.
| Fund | Year-end value |
|---|---|
| ReplacedHighVanguard 500 Index Fund Investor Shares to Fidelity 500 Index Fund | $3.8M to $6.4M |
| AddedVictory Core Plus Intermediate Bond Fund (Formerly Usaa Intermediate-Term Bond Fund) | $3.9M |
| ReplacedHighVanguard Growth Index Fund Investor Shares to JPMorgan Large Cap Growth Fund | $2.5M to $3.3M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line, 3 renames.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings, not money moved.
Covers 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
The auditor signed off without reservation. This is the cleanest opinion.