This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$12K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $99K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| % of plan | |||
|---|---|---|---|
| FID FRDM BLND 2045 Q FIAM TRUST COMPANY · EIN 20-4659714 / PN 094 | Common Collective Trust | $48.1M | 9.0% |
| FID FRDM BLND 2050 Q FIAM TRUST COMPANY · EIN 20-4659714 / PN 095 | Common Collective Trust | $45.8M | 8.6% |
| WB LARGE CAP GR GLOBAL TRUST COMPANY · EIN 27-6331814 / PN 015 | Common Collective Trust | $40.3M | 7.5% |
| FID FRDM BLND 2035 Q FIAM TRUST COMPANY · EIN 20-4659714 / PN 092 | Common Collective Trust | $29.9M | 5.6% |
| FID FRDM BLND 2040 Q FIAM TRUST COMPANY · EIN 20-4659714 / PN 093 | Common Collective Trust | $28.3M | 5.3% |
| FID FRDM BLND 2030 Q FIAM TRUST COMPANY · EIN 20-4659714 / PN 091 | Common Collective Trust | $24.3M | 4.6% |
| FID FRDM BLND 2055 Q FIAM TRUST COMPANY · EIN 20-4659714 / PN 113 | Common Collective Trust | $22.0M | 4.1% |
| FID FRDM BLND 2025 Q FIAM TRUST COMPANY · EIN 20-4659714 / PN 090 | Common Collective Trust | $17.5M | 3.3% |
| BP LG CAP VAL EQ CIT BOSTON PARTNERS TRUST COMPANY · EIN 61-1603964 / PN 001 | Common Collective Trust | $17.3M | 3.2% |
| INTL EQ ACWI EXUS M GLOBAL TRUST COMPANY ARROWSTREET · EIN 61-6553401 / PN 004 | Common Collective Trust | $14.5M | 2.7% |
| FID FRDM BLND 2060 Q FIAM TRUST COMPANY · EIN 20-4659714 / PN 147 | Common Collective Trust | $12.9M | 2.4% |
| FID FRDM BLND 2020 Q FIAM TRUST COMPANY · EIN 20-4659714 / PN 089 | Common Collective Trust | $12.0M | 2.2% |
| TRP US STRUC RSRCH F T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 010 | Common Collective Trust | $11.5M | 2.1% |
| PRU CORE PL BD CL 5 PRUDENTIAL TRUST COMPANY · EIN 23-6994310 / PN 165 | Common Collective Trust | $7.4M | 1.4% |
| WB SM MD CP CR MD GLOBAL TRUST COMPANY · EIN 27-6331814 / PN 016 | Common Collective Trust | $5.9M | 1.1% |
| FID FRDM BLND 2065 Q FIAM TRUST COMPANY · EIN 20-4659714 / PN 168 | Common Collective Trust | $4.8M | 0.9% |
| FID FRDM BLD RET Q FIAM TRUST COMPANY · EIN 20-4659714 / PN 085 | Common Collective Trust | $2.4M | 0.4% |
| FID FRDM BLND 2015 Q FIAM TRUST COMPANY · EIN 20-4659714 / PN 088 | Common Collective Trust | $1.2M | 0.2% |
| SS REAL ASSET K STATE STREET GLOBAL ADVISORS TRUST · EIN 32-6528132 / PN 059 | Common Collective Trust | $633K | 0.1% |
| FID FRDM BLND 2010 Q FIAM TRUST COMPANY · EIN 20-4659714 / PN 087 | Common Collective Trust | $404K | <0.1% |
