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 | $2K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| JPMorgan SmartRetirement 2050 Mutual Fund | Other securities | — | — | $4.2M | 25.6% | |
| JPMorgan SmartRetirement 2040 Mutual Fund | Other securities | — | — | $2.4M | 14.4% | |
| JPMorgan SmartRetirement 2035 Mutual Fund | Other securities | — | — | $1.9M | 11.7% | |
| JPMorgan SmartRetirement 2045 Mutual Fund | Other securities | — | — | $1.7M | 10.6% | |
| JPMorgan SmartRetirement 2030 Mutual Fund | Other securities | — | — | $1.6M | 9.7% | |
| Pimco StocksPLUS Small Fund Mutual Fund ** 330 * Fidelity Government Money Market Fund Money Market | Cash / Money Market | — | — | $1.1M | 6.7% | |
| JPMorgan SmartRetirement 2025 Mutual Fund | Other securities | — | — | $849K | 5.1% | |
| JPMorgan SmartRetirement Income Fund Mutual Fund | Other securities | — | — | $421K | 2.5% | |
| Fidelity 500 Index Fund Mutual Fund | Other securities | — | — | $355K | 2.1% | |
| Fidelity Contrafund Mutual Fund | Other securities | — | — | $347K | 2.1% | |
| Participant Loans Participant Loans Rates of 7.50% - 8.50% | Bonds / Notes | — | — | $322K | 1.9% | |
| MFS Conservative Allocation Fund Mutual Fund | Other securities | — | — | $272K | 1.6% | |
| Fidelity Total Market Index Fund Mutual Fund | Other securities | — | — | $245K | 1.5% | |
| Fidelity Extended Market Index Fund Mutual Fund | Other securities | — | — | $112K | 0.7% | |
| T. Rowe Price Dividend Growth Fund Mutual Fund | Other securities | — | — | $46K | 0.3% | |
| Invesco Diversified Dividend Fund Mutual Fund | Other securities | — | — | $30K | 0.2% | |
| Fidelity Low Priced Stock Mutual Fund | Other securities | — | — | $26K | 0.2% | |
| Virtus Ceredex Mid-Cap Value Equity Fund Mutual Fund | Other securities | — | — | $24K | 0.1% | |
| Fidelity International Index Fund Mutual Fund | Other securities | — | — | $20K | 0.1% | |
| Fidelity Intermediate Treasury Bond Index Mutual Fund | U.S. Treasuries | — | — | $18K | 0.1% | |
| Pimco Real Return Fund Mutual Fund | Other securities | — | — | $16K | <0.1% | |
| Amazon.com, Inc. Common Stock | Common Stock | — | — | $13K | <0.1% | |
| Janus Henderson Triton Fund Mutual Fund | Other securities | — | — | $12K | <0.1% | |
| BlackRock Global Allocation Fund Mutual Fund | Other securities | — | — | $12K | <0.1% | |
| Templeton Global Bond Fund Mutual Fund | Other securities | — | — | $11K | <0.1% | |
| Virtus NFJ International Value Fund Mutual Fund | Other securities | — | — | $10K | <0.1% | |
| Goldman Sachs Small/Mid Cap Growth Mutual Fund | Other securities | — | — | $10K | <0.1% | |
| Harbor International Fund Mutual Fund | Other securities | — | — | $10K | <0.1% | |
| Janus Henderson Short Duration Flex Bond Fund Mutual Fund | Other securities | — | — | $7K | <0.1% | |
| Heartland Value Plus Fund Mutual Fund | Other securities | — | — | $6K | <0.1% | |
| Cohen & Steers Reality Shares Fund Mutual Fund | Other securities | — | — | $5K | <0.1% | |
| Tesla Motors, Inc. Common Stock | Common Stock | — | — | $5K | <0.1% | |
| Fidelity Cash Reserves Money Market | Cash / Money Market | — | — | $5K | <0.1% | |
| Microsoft Corporation Common Stock | Common Stock | — | — | $4K | <0.1% | |
| Alphabet, Inc. Common Stock | Common Stock | — | — | $4K | <0.1% | |
| Netflix, Inc. Common Stock | Common Stock | — | — | $3K | <0.1% | |
| Invesco EQV International Equity Fund Mutual Fund | Other securities | — | — | $3K | <0.1% | |
| Baird Core Plus Bond Fund Mutual Fund | Other securities | — | — | $2K | <0.1% | |
| Fidelity Capital & Income Fund Mutual Fund | Other securities | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
