WEC ENERGY GROUP, INC.
This is a pooled fund: many plans invest in it, and it holds the underlying securities.
This filing is a Direct Filing Entity (DFE) — a master trust or collective investment trust that pools assets from multiple participating plans. It does not have plan participants of its own, and the Plan Health Score formula doesn’t apply. Individual participant-facing plans that invest in this trust are the appropriate target for fiduciary analysis.
Cited interest vs pooled assets: cited interest sums what each participating plan reported holding in this trust, measured at that plan’s own year-end — and those filings span different years. Pooled assets is this single filing’s balance at one date. They’re independent measurements, so cited interest can land slightly above or below the pooled balance and won’t reconcile exactly.
Why no Schedule of Assets here? DFE holdings often live on the master trust’s own audited statement, not as a 4i schedule on the participating plans’ filings. We’re extending the parsing pipeline to cover DFE filings — see Methodology.
Service providers (Schedule C)
No Schedule C providers reportedInvestments
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 | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FIDELITY GROWTH CO POOL FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 135 | Common Collective Trust | — | — | $699.7M | 19.4% | |
| Company Common Stock Fund * WEC Energy Group ESOP Fund | — | — | — | $577.1M | 16.0% | |
| Fidelity 500 Index Fund | — | — | — | $394.7M | 10.9% | |
| Fidelity Freedom Income K 72 * MFS Value R6 | — | — | — | $191.4M | 5.3% | |
| FIDELITY FREEDOM 2045 COMM POOL FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 204 | Common Collective Trust | — | — | $170.1M | 4.7% | |
| FIDELITY FREEDOM 2035 COMM POOL FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 202 | Common Collective Trust | — | — | $153.5M | 4.2% | |
| s * Fidelity Balanced K | Mutual Funds | — | — | $143.7M | 4.0% | |
| FID US BOND IDX | — | — | — | $127.4M | 3.5% | |
| FID MID CAP IDX | — | — | — | $125.7M | 3.5% | |
| Blended Rate Income Fund | — | — | — | $121.0M | 3.3% | |
| FIDELITY FREEDOM 2025 COMM POOL FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 200 | Common Collective Trust | — | — | $95.6M | 2.6% | |
| FIMM Govt Institutional | — | — | — | $94.4M | 2.6% | |
| FID INTL INDEX | — | — | — | $81.3M | 2.2% | |
| Common Collective Trust Funds * Fidelity Diversified International A | — | — | — | $80.8M | 2.2% | |
| FIDELITY DIVSFD INTL POOL FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 134 | Common Collective Trust | — | — | $80.8M | 2.2% | |
| FIDELITY FREEDOM 2030 COMM POOL FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 201 | Common Collective Trust | — | — | $75.2M | 2.1% | |
| FIDELITY LOW PR STK POOL FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 132 | Common Collective Trust | — | — | $72.7M | 2.0% | |
| Federated MDT SmallCap CORE Instl | — | — | — | $71.1M | 2.0% | |
| FIDELITY FREEDOM 2040 COMM POOL FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 203 | Common Collective Trust | — | — | $60.0M | 1.7% | |
| FID SM CAP IDX | — | — | — | $56.4M | 1.6% | |
| FIDELITY FREEDOM 2050 COMM POOL FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 205 | Common Collective Trust | — | — | $48.4M | 1.3% | |
| FIDELITY FREEDOM 2055 COMM POOL FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 206 | Common Collective Trust | — | — | $37.7M | 1.0% | |
| FIDELITY FREEDOM 2060 COMM POOL FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 207 | Common Collective Trust | — | — | $29.2M | 0.8% | |
| FID ST BOND IDX | — | — | — | $28.7M | 0.8% | |
| FID INFL PR BD IDX | — | — | — | $18.0M | 0.5% | |
| FIDELITY FREEDOM 2020 COMM POOL FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 199 | Common Collective Trust | — | — | $15.9M | 0.4% | |
| Virtus KAR International Small Cap R6 | — | — | — | $13.2M | 0.4% | |
| FIDELITY FREEDOM 2065 COMM POOL FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 208 | Common Collective Trust | — | — | $12.1M | 0.3% | |
| FIDELITY FREEDOM INC COMM POOL FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 195 | Common Collective Trust | — | — | $9.4M | 0.3% | |
| FIDELITY FREEDOM 2015 COMM POOL FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 198 | Common Collective Trust | — | — | $6.0M | 0.2% | |
| FIDELITY FREEDOM 2010 COMM POOL FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 197 | Common Collective Trust | — | — | $5.3M | 0.1% | |
| FIDELITY FREEDOM 2005 COMM POOL FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 196 | Common Collective Trust | — | — | $0 | <0.1% |