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 | $631 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FID Freedom 2045 K | Other securities | — | $99K | $1.4M | 15.1% | |
| FID Freedom 2035 K | Other securities | — | $73K | $1.2M | 12.8% | |
| FID Freedom 2040 K | Other securities | — | $94K | $1.2M | 12.2% | |
| FID Freedom 2050 K | Other securities | — | $77K | $1.1M | 11.8% | |
| FID Freedom 2030 K | Other securities | — | $47K | $885K | 9.2% | |
| FID Freedom 2055 K | Other securities | — | $37K | $635K | 6.6% | |
| Money Market Fund * Fidelity Government Money Market | Cash / Money Market | — | $608K | $608K | 6.3% | |
| FID Freedom 2020 K | Other securities | — | $32K | $489K | 5.1% | |
| FID Freedom 2025 K | Other securities | — | $32K | $457K | 4.8% | |
| FID Freedom 2060 K | Other securities | — | $29K | $452K | 4.7% | |
| FID 500 Index 912 | Other securities | — | — | $197K | 2.1% | |
| FID Freedom 2015 K | Other securities | — | $15K | $182K | 1.9% | |
| FID Freedom 2065 K | Other securities | — | $9K | $127K | 1.3% | |
| FID Capital Apprec | Other securities | — | $2K | $86K | 0.9% | |
| FID Us Bond Idx | Other securities | — | $8K | $86K | 0.9% | |
| FID Extd Mkt Idx 645 | Other securities | — | — | $60K | 0.6% | |
| FID Intl Index 818 | Other securities | — | — | $47K | 0.5% | |
| FID Capital & Income | Other securities | — | $4K | $41K | 0.4% | |
| Conestoga Sm Cap Inv 422 | Other securities | — | — | $30K | 0.3% | |
| Col Contrarn Core A 730 | Other securities | — | — | $27K | 0.3% | |
| FID Stksel Lgcap Val 921 | Other securities | — | — | $26K | 0.3% | |
| FID Intl Discovery 427 | Other securities | — | — | $25K | 0.3% | |
| FID Value | Other securities | — | $2K | $24K | 0.3% | |
| S SHARES / UNITS * TRP REAL ESTATE ADV 288 * Northern Sm Cap Val | Mutual Funds | — | $2K | $24K | 0.2% | |
| Crln E Mid Cap Gr A 238 | Other securities | — | — | $18K | 0.2% | |
| FID Freedom Inc K | Common Stock | — | $1K | $15K | 0.2% | |
| FID Freedom 2010 K 551 | Other securities | — | — | $8K | <0.1% | |
| As Spl Md Cp Val Adm 13 633 * Mfs Value R3 77 | Other securities | — | — | $4K | <0.1% | |
| Invs Divrs Divd R5 196 | Other securities | — | — | $4K | <0.1% | |
| FID Pacific Basin 13 486 * FID Real Estate Invs 81 | Other securities | — | — | $3K | <0.1% | |
| FID Small Cap Value 133 | Other securities | — | — | $3K | <0.1% | |
| FID Balanced 44 | Other securities | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
