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 | -$13K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAYMOND JAMES & ASSOCIATES INC | 59-1237041 | — | ADVISOR | $25K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Advisor Freedom 2025 Fund " | Other securities | — | — | $2.4M | 13.2% | |
| Fidelity 500 Index Fund " | Other securities | — | — | $2.1M | 11.4% | |
| Fidelity Advisor Freedom 2045 Fund " | Other securities | — | — | $2.0M | 11.2% | |
| Fidelity Large Cap Growth Index Fund " | Other securities | — | — | $1.1M | 5.8% | |
| Fidelity Advisor Freedom 2035 Fund " | Other securities | — | — | $979K | 5.4% | |
| Fidelity Advisor Freedom 2055 Fund " | Other securities | — | — | $949K | 5.3% | |
| Fidelity Advisor Freedom 2030 Fund " | Other securities | — | — | $901K | 5.0% | |
| Fidelity Government Money Market Fund " | Cash / Money Market | — | — | $863K | 4.8% | |
| Fidelity Advisor Freedom 2050 Fund " | Other securities | — | — | $588K | 3.3% | |
| Fidelity Emerging Markets Idx " ** 38 * Fidelity Mid Cap Index Fund " | Other securities | — | — | $569K | 3.1% | |
| Fidelity Advisor Small Cap Growth Fund " | Other securities | — | — | $568K | 3.1% | |
| Fidelity Advisor Freedom 2020 Fund " | Other securities | — | — | $536K | 3.0% | |
| Fidelity Advisor Freedom 2040 Fund " | Other securities | — | — | $530K | 2.9% | |
| JPMorgan U.S. Equity Fund Class R6 " | Other securities | — | — | $499K | 2.8% | |
| Fidelity Advisor Freedom 2010 Fund " | Other securities | — | — | $483K | 2.7% | |
| Pimco High Yield Institutional Fund " | Other securities | — | — | $443K | 2.5% | |
| Fidelity Advisor Freedom 2060 Fund " | Other securities | — | — | $384K | 2.1% | |
| Allspring Special Mid Cap Value " | Other securities | — | — | $364K | 2.0% | |
| MFS Value Fund R4 " | Other securities | — | — | $360K | 2.0% | |
| Fidelity Advisor Worldwide Fund " | Other securities | — | — | $309K | 1.7% | |
| Columbia Small Cap Index Fund " | Other securities | — | — | $305K | 1.7% | |
| Fidelity International Index Fund " | Other securities | — | — | $261K | 1.4% | |
| Fidelity Advisor Freedom 2065 Fund " | Other securities | — | — | $158K | 0.9% | |
| Baird Aggregate Bond Fund Class Institutional " | Other securities | — | — | $112K | 0.6% | |
| Macquarie Mid Cap Growth Fund Mutual fund | Other securities | — | — | $33K | 0.2% | |
| Fidelity Advisor Limited Term Bond Fund " | Other securities | — | — | $30K | 0.2% | |
| JP Morgan Emerging Markets Equity Fund " | Other securities | — | — | $15K | <0.1% | |
| Royce Small-Cap Opportunity Investment " | Other securities | — | — | $8K | <0.1% | |
| JPMorgan Large Cap Growth " | Other securities | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
