Filings through .
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: LINCOLN NATIONAL CORPORATION Service code 13 · EIN 35-0472300 | Contract Administrator | $37,460 |
20 funds of $250K or more; 22 lines in all, holding $27.4M of the plan's $29.5M. From the 2025 filing. Recordkeeper: Lincoln Financial.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $7.0M | 25.7% |
| MFS Growth Fund R6 MFS (Sun Life) · Mutual fund | $2.3M | 8.3% |
| Lincoln Stable Value Account Lincoln Financial · Insurance contract Recordkeeper's own fund | $2.2M | 8.0% |
| Invesco Diversified Dividend Fund Class R6 Invesco · Mutual fund | $2.1M | 7.7% |
| MFS Mid Cap Growth Fund R6 MFS (Sun Life) · Mutual fund | $1.4M | 5.2% |
| Capital World Growth & Income Fund Class R-6 Capital Group · Mutual fund | $1.4M | 5.1% |
| Vanguard Inflation-Protected Securities Fund Admiral Shares Vanguard · Mutual fund | $1.3M | 4.9% |
| Vanguard International Value Fund Investor Shares Vanguard · Mutual fund | $1.1M | 4.1% |
| International Growth and Income Fund Class R-6 Capital Group · Mutual fund | $1.1M | 4.1% |
| Vanguard Selected Value Fund Investor Shares Vanguard · Mutual fund | $1.1M | 3.9% |
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.