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| Provider | Service type | Compensation |
|---|---|---|
Filed as: LINCOLN NATIONAL CORPORATION Service code 14 · EIN 35-0472300 | Plan Administrator | $92,676 |
Filed as: MORGAN STANLEY GLOBAL BANKING OPS Service code 27 · EIN 26-4310632 | Advisory (Plan) | $38,079 |
19 funds of $250K or more; 18 lines in all, holding $32.1M of the plan's $34.0M. From the 2025 filing. Recordkeeper: Lincoln Financial.
Target-date series: American Funds Target Date, mutual fund, 53% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 13 vintages | $16.9M | 52.7% |
| Investment CO OF America Class R-6 Capital Group · Mutual fund | $4.9M | 15.1% |
| State Street Russell Large Cap Growth Index State Street (SSgA) · Collective trust Index | $2.2M | 6.7% |
| Lincoln Stable Value Account Lincoln Financial · Insurance contract Recordkeeper's own fund | $1.8M | 5.7% |
| ClearBridge Mid Cap Fund Class IS Franklin Templeton · Mutual fund | $1.7M | 5.2% |
| State Street Russell Small Cap Value Index Fund State Street (SSgA) · Mutual fund Index | $1.2M | 3.7% |
| International Growth and Income Fund Class R-6 Capital Group · Mutual fund | $1.1M | 3.4% |
| State Street Russell Large Cap Value Index Fund State Street (SSgA) · Mutual fund Index | $764K | 2.4% |
| State Street Russell Small Cap Growth Index Fund State Street (SSgA) · Mutual fund Index | $417K | 1.3% |
| Emerging Markets Portfolio - Institutional Class Dimensional · Mutual fund | $390K | 1.2% |
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 71,097 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.