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 | $369 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $15K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Blue Chip Growth Fund Mutual funds | Other securities | — | — | $6.2M | 17.7% | |
| Fidelity Contrafund Mutual funds | Other securities | — | — | $5.3M | 15.3% | |
| Spartan 500 Index Fund Mutual funds | Other securities | — | — | $5.0M | 14.3% | |
| Fidelity Freedom 2050 Fund Mutual funds | Other securities | — | — | $2.0M | 5.6% | |
| Fidelity Freedom 2030 Fund Mutual funds | Other securities | — | — | $1.5M | 4.3% | |
| Fidelity Freedom 2025 Fund Mutual funds | Other securities | — | — | $1.4M | 3.9% | |
| Fidelity Balanced Fund Mutual funds | Other securities | — | — | $1.3M | 3.8% | |
| Spartan Global Ex US Index Fund Mutual funds | Other securities | — | — | $1.3M | 3.7% | |
| Fidelity Diversified International Fund Mutual funds | Other securities | — | — | $1.1M | 3.1% | |
| Fidelity Freedom 2055 Fund Mutual funds | Other securities | — | — | $1.0M | 3.0% | |
| Fidelity Freedom 2045 Fund Mutual funds | Other securities | — | — | $1.0M | 3.0% | |
| PIMCO Total Return Admin Fund Mutual funds | Other securities | — | — | $1.0M | 2.9% | |
| Fidelity Freedom 2040 Fund Mutual funds | Other securities | — | — | $845K | 2.4% | |
| Fidelity Freedom 2060 Fund Mutual funds | Other securities | — | — | $841K | 2.4% | |
| Fidelity Low Price Stock Fund Mutual funds | Other securities | — | — | $755K | 2.2% | |
| American Beacon Large Capital Value Fund Mutual funds | Other securities | — | — | $585K | 1.7% | |
| Fidelity Value Fund Mutual funds | Other securities | — | — | $568K | 1.6% | |
| Fidelity Freedom 2035 Fund Mutual funds | Other securities | — | — | $540K | 1.5% | |
| Spartan Extended Market Index Fund Mutual funds | Other securities | — | — | $521K | 1.5% | |
| Glenmede Small cap equity Portfoilio class Advisor Fund Mutual funds | Other securities | — | — | $464K | 1.3% | |
| Fidelity Government Market Fund Mutual funds | Other securities | — | — | $234K | 0.7% | |
| Fidelity Utilities Fund Mutual funds | Other securities | — | — | $228K | 0.7% | |
| Spartan Small Cap Index Fund Mutual funds | Other securities | — | — | $193K | 0.6% | |
| Participant loans Interest ranging from $ - | Participant loans | — | — | $179K | 0.5% | |
| Fidelity Convertible Securities Fund Mutual funds | Other securities | — | — | $179K | 0.5% | |
| Fidelity Government Securities Fund Mutual funds | Other securities | — | — | $173K | 0.5% | |
| Fidelity Freedom 2065 Mutual funds | Other securities | — | — | $166K | 0.5% | |
| Fidelity Real Estate Investment Fund Mutual funds | Other securities | — | — | $118K | 0.3% | |
| Fidelity Freedom Income Fund Mutual funds | Other securities | — | — | $59K | 0.2% | |
| Fidelity Short-Term Bond Fund Mutual funds | Other securities | — | — | $48K | 0.1% | |
| Templeton Global Bond A Mutual funds | Other securities | — | — | $46K | 0.1% | |
| Fidelity Freedom 2020 Fund Mutual funds | Other securities | — | — | $43K | 0.1% | |
| Fidelity Short-Term Bond IDX Fund Mutual funds | Other securities | — | — | $9K | <0.1% | |
| Fidelity Freedom 2015 Fund Mutual funds | Other securities | — | — | $8K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
