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 | — | NONE | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GRAY, GRAY & GRAY, LLP | 04-2088368 | — | NONE | $20K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FA FREEDOM 2030 Z Mutual funds | Other securities | — | — | $1.2M | 19.8% | |
| FID 500 INDEX Mutual funds | Other securities | — | — | $844K | 13.4% | |
| FA FREEDOM 2025 Z Mutual funds | Other securities | — | — | $457K | 7.3% | |
| FA STABLE VALUE I FIDELITY ADVISOR STABLE VALUE PORTFOLIO COMMINGLED POOL · EIN 04-3022712 / PN 026 | Common Collective Trust | — | — | $390K | 6.2% | |
| FA FREEDOM 2040 Z Mutual funds | Other securities | — | — | $278K | 4.4% | |
| FA FREEDOM 2055 Z Mutual funds | Other securities | — | — | $273K | 4.3% | |
| PUTN LG CAP VAL Y Mutual funds | Other securities | — | — | $258K | 4.1% | |
| FID GOVT MMKT Mutual funds | Other securities | — | — | $253K | 4.0% | |
| FA FREEDOM 2020 Z Mutual funds | Other securities | — | — | $237K | 3.8% | |
| FA CAPITAL & INC I Mutual funds | Common Stock | — | — | $231K | 3.7% | |
| FA FREEDOM 2035 Z Mutual funds | Other securities | — | — | $221K | 3.5% | |
| FID INTM TR BD IDX Mutual funds | Other securities | — | — | $203K | 3.2% | |
| FA FREEDOM 2045 Z Mutual funds | Other securities | — | — | $176K | 2.8% | |
| FA FREEDOM 2050 Z Mutual funds | Other securities | — | — | $173K | 2.7% | |
| FA FREEDOM 2015 Z Mutual funds | Other securities | — | — | $136K | 2.2% | |
| I O INTL GROWTH Y Mutual funds | Other securities | — | — | $130K | 2.1% | |
| FA BALANCED I Mutual funds | Other securities | — | — | $110K | 1.7% | |
| maturing through 2030 - | Other securities | — | — | $76K | 1.2% | |
| PIF MIDCAP FUND R5 Mutual funds | Other securities | — | — | $58K | 0.9% | |
| FA TECHNOLOGY I Mutual funds | Other securities | — | — | $48K | 0.8% | |
| PIMCO INCOME INST Mutual funds | Other securities | — | — | $46K | 0.7% | |
| PIONEER SH TRM INC Y Mutual funds | Common Stock | — | — | $44K | 0.7% | |
| FA FREEDOM 2060 Z Mutual funds | Other securities | — | — | $40K | 0.6% | |
| ABDN EM EXCHINA ISV Mutual funds | Other securities | — | — | $37K | 0.6% | |
| FA FREEDOM 2065 Z Mutual funds | Other securities | — | — | $33K | 0.5% | |
| TRP HEALTH SCIENCES Mutual funds | Other securities | — | — | $27K | 0.4% | |
| PIF MDCP S&P400 IS Mutual funds | Other securities | — | — | $23K | 0.4% | |
| BNYM SMCP ST IDX INV Mutual funds | Other securities | — | — | $15K | 0.2% | |
| MFS UTILITIES R4 Mutual funds | Other securities | — | — | $13K | 0.2% | |
| FID INTL INDEX Mutual funds | Other securities | — | — | $11K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
