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| Provider | Service type | Compensation |
|---|---|---|
Filed as: LINCOLN NATIONAL CORPORATION Service code 13 · EIN 35-0472300 | Contract Administrator | $88,803 |
23 funds of $250K or more; 18 lines in all, holding $89.6M of the plan's $91.2M. From the 2025 filing. Recordkeeper: Lincoln Financial.
Target-date series: Vanguard Target Retirement, mutual fund, 50% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $44.9M | 50.1% |
| Schwab S&P 500 Index Fund Charles Schwab · Mutual fund Index | $10.4M | 11.6% |
| Vanguard Growth Index Fund Institutional Shares Vanguard · Mutual fund Index | $6.9M | 7.7% |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $5.7M | 6.4% |
| Vanguard Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $4.8M | 5.4% |
| Lincoln Stable Value Account -Z134 Lincoln Financial · Insurance contract Recordkeeper's own fund | $4.3M | 4.8% |
| Schwab Small-Cap Index Fund Charles Schwab · Mutual fund Index | $4.3M | 4.8% |
| Vanguard Developed Markets Index Fund Admiral Shares Vanguard · Mutual fund Index | $3.3M | 3.6% |
| AB Large CAP Growth Fund INC Class Z AllianceBernstein · Mutual fund | $1.7M | 2.0% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.5M | 1.7% |
Added 1 fund.
| Fund | Year-end value |
|---|---|
| AddedAB Large CAP Growth Fund INC Class Z | $1.7M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 rename.
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.
The auditor signed off without reservation. This is the cleanest opinion.