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 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $10K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund " | Other securities | — | — | $14.6M | 27.9% | |
| Fidelity Capital Appreciation Fund " | Other securities | — | — | $4.5M | 8.5% | |
| Fidelity Equity Income Fund " | Other securities | — | — | $2.8M | 5.4% | |
| Fidelity Freedom 2050 Fund " | Other securities | — | — | $2.6M | 5.0% | |
| Brokerage Link Self-directed brokerage account | Other securities | — | — | $2.5M | 4.8% | |
| Fidelity Government Money Market Fund " | Cash / Money Market | — | — | $2.2M | 4.3% | |
| Fidelity Magellan Fund " | Other securities | — | — | $2.1M | 4.1% | |
| Fidelity Balanced Fund " | Other securities | — | — | $2.0M | 3.8% | |
| Fidelity Freedom 2055 Fund " | Other securities | — | — | $1.7M | 3.2% | |
| Fidelity Diversified International Fund " | Other securities | — | — | $1.6M | 3.0% | |
| Fidelity Freedom 2045 Fund " | Other securities | — | — | $1.5M | 2.9% | |
| Fidelity Capital & Income Fund " | Other securities | — | — | $1.5M | 2.8% | |
| Fidelity Extended Market Index Fund " | Other securities | — | — | $1.2M | 2.3% | |
| Fidelity International Index Fund " | Other securities | — | — | $1.0M | 1.9% | |
| Fidelity Low Priced Stock Fund " | Other securities | — | — | $949K | 1.8% | |
| Fidelity Freedom 2040 Fund " | Other securities | — | — | $919K | 1.8% | |
| Fidelity US Bond Index Advantage Fund " | Other securities | — | — | $838K | 1.6% | |
| Fidelity Emerging Markets Fund " | Other securities | — | — | $776K | 1.5% | |
| Fidelity Freedom 2035 Fund " | Other securities | — | — | $775K | 1.5% | |
| Allspring Special Mid Cap Value Fund " | Other securities | — | — | $775K | 1.5% | |
| Eaton Vance Large-Cap Value A Fund " | Other securities | — | — | $676K | 1.3% | |
| Fidelity Freedom 2060 Fund " | Other securities | — | — | $666K | 1.3% | |
| Allspring Small Company Value Fund " | Other securities | — | — | $610K | 1.2% | |
| Fidelity Growth Strategies Fund " | Other securities | — | — | $499K | 1.0% | |
| Fidelity Freedom 2030 Fund " | Other securities | — | — | $370K | 0.7% | |
| Fidelity Emerging Markets Fund " | Other securities | — | — | $314K | 0.6% | |
| Fidelity Leveraged Company Stock Fund " | Other securities | — | — | $296K | 0.6% | |
| Virtus NFJ Small-Cap Value Fund " | Other securities | — | — | $295K | 0.6% | |
| Fidelity Freedom Income Fund " | Other securities | — | — | $288K | 0.6% | |
| Fidelity Government Income " | Other securities | — | — | $267K | 0.5% | |
| Fidelity Freedom 2025 Fund " | Other securities | — | — | $215K | 0.4% | |
| Fidelity Freedom 2065 Fund " | Other securities | — | — | $193K | 0.4% | |
| Fidelity European Fund " | Other securities | — | — | $174K | 0.3% | |
| Allspring Common Stock Fund " | Common Stock | — | — | $123K | 0.2% | |
| PIMCO All Asset Fund Mutual fund | Other securities | — | — | $114K | 0.2% | |
| Fidelity GNMA Fund " | Agency / Mortgage-Backed | — | — | $110K | 0.2% | |
| Invesco Equity and Income A Fund " | Other securities | — | — | $93K | 0.2% | |
| Fidelity Freedom 2020 Fund " | Other securities | — | — | $54K | 0.1% | |
| Fidelity Japan Fund " | Other securities | — | — | $27K | <0.1% | |
| Allspring Government Securities Fund " | Other securities | — | — | $3K | <0.1% | |
| Fidelity Freedom 2010 Fund " | Other securities | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
