Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $250 | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Mutual Fund | Other securities | — | — | $1.8M | 24.5% | |
| Fidelity Contrafund Mutual Fund | Other securities | — | — | $1.4M | 18.8% | |
| Fidelity Government Money Market Fund Money Market Fund | Cash / Money Market | — | — | $885K | 11.7% | |
| Fidelity Balanced Mutual Fund | Other securities | — | — | $610K | 8.1% | |
| Fidelity Worldwide Mutual Fund | Other securities | — | — | $558K | 7.4% | |
| MSIF Discovery A Mutual Fund | Other securities | — | — | $508K | 6.7% | |
| PIMCO Total Return Admin Mutual Fund | Other securities | — | — | $397K | 5.3% | |
| Fidelity Freedom 2035 Mutual Fund | Other securities | — | — | $327K | 4.3% | |
| Fidelity Freedom 2030 Mutual Fund | Other securities | — | — | $254K | 3.4% | |
| MFS Massachusetts Investors R3 Mutual Fund | Other securities | — | — | $208K | 2.8% | |
| Fidelity Freedom Income Mutual Fund | Other securities | — | — | $150K | 2.0% | |
| Royce Pennsylvania Mutual Investment Mutual Fund | Other securities | — | — | $120K | 1.6% | |
| Fidelity Overseas Mutual Fund | Other securities | — | — | $64K | 0.9% | |
| Fidelity Extended Market Index Mutual Fund | Other securities | — | — | $49K | 0.7% | |
| American Funds American Mutual Fund | Other securities | — | — | $37K | 0.5% | |
| Fidelity Freedom 2040 Mutual Fund | Other securities | — | — | $32K | 0.4% | |
| Fidelity Freedom 2020 Mutual Fund | Other securities | — | — | $22K | 0.3% | |
| Fidelity Freedom 2045 Mutual Fund | Other securities | — | — | $22K | 0.3% | |
| Fidelity International Index Mutual Fund | Other securities | — | — | $17K | 0.2% | |
| Fidelity Freedom 2050 Mutual Fund 268 * Fidelity Freedom 2055 Mutual Fund | Other securities | — | — | $5K | <0.1% | |
| Fidelity Freedom 2010 Mutual Fund | Other securities | — | — | $4K | <0.1% | |
| Fidelity Freedom 2025 Mutual Fund | Other securities | — | — | $4K | <0.1% | |
| Fidelity Freedom 2015 Mutual Fund | Other securities | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
