Filings through .
Filed March 1, 1999
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: LINCOLN NATIONAL CORPORATION Service code 13 · EIN 35-1140070 | Contract Administrator | $68,135 |
19 funds of $250K or more; 20 lines in all, holding $22.6M of the plan's $23.3M. From the 2025 filing. Recordkeeper: Lincoln Financial.
Target-date series: T. Rowe Price Retirement, mutual fund, 20% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 10 vintages | $4.5M | 20.2% |
| Lincoln Stable Value Account Lincoln Financial · Insurance contract Recordkeeper's own fund | $2.8M | 12.4% |
| Invesco Equity AND Income Fund Class A Invesco · Mutual fund Possible retail class A | $2.4M | 10.7% |
| iShares S&P 500 Index Fund Investor A Shares BlackRock · ETF Index | $2.4M | 10.5% |
| Clearbridge Large Cap Growth Class A Franklin Templeton · Other | $2.0M | 9.0% |
| Washington Mutual Investors Fund Class A Capital Group · Mutual fund Possible retail class A | $1.7M | 7.7% |
| MFS International New Discovery Fund A MFS (Sun Life) · Mutual fund Possible retail class A | $1.2M | 5.3% |
| PIMCO Total Return Fund A PIMCO (Allianz) · Mutual fund Possible retail class A | $1.1M | 5.0% |
| iShares Russell Mid-Cap Index Fund Class K BlackRock · ETF Index | $1.1M | 4.9% |
| T. Rowe Price Spectrum Moderate Growth Allocation Fund T. Rowe Price · Mutual fund | $996K | 4.4% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted.
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.