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 | $10K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity Contrafund | Other securities | — | — | $5.1M | 20.3% | |
| Fidelity 500 Index Fund | Other securities | — | — | $2.9M | 11.5% | |
| Fidelity OTC Portfolio | Other securities | — | — | $2.5M | 10.0% | |
| Fidelity Growth and Income Fund | Other securities | — | — | $2.5M | 9.9% | |
| Fidelity Diversified International Fund | Other securities | — | — | $1.9M | 7.6% | |
| Fidelity Freedom 2030 Fund | Other securities | — | — | $1.7M | 6.5% | |
| Fidelity Growth Strategies | Other securities | — | — | $1.5M | 5.9% | |
| Fidelity Freedom 2045 Fund | Other securities | — | — | $1.1M | 4.4% | |
| Fidelity Freedom 2035 Fund | Other securities | — | — | $688K | 2.7% | |
| Common Collective * Trust Fund Fidelity Managed Income Portfolio I | Common Collective Trusts | — | — | $644K | 2.5% | |
| MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $644K | 2.5% | |
| Fidelity Asset Manager Growth Fund | Other securities | — | — | $597K | 2.4% | |
| Western Asset Western Asset Core Bond Fund Class F1 | Other securities | — | — | $585K | 2.3% | |
| Fidelity Freedom 2020 Fund | Other securities | — | — | $508K | 2.0% | |
| Fidelity Freedom 2040 Fund | Other securities | — | — | $489K | 1.9% | |
| Participants maturity dates through September 2033 | Other securities | — | — | $454K | 1.8% | |
| Fidelity Freedom Income Fund | Other securities | — | — | $446K | 1.8% | |
| s * Fidelity Institutional Limited Term | Mutual Funds | — | — | $434K | 1.7% | |
| Fidelity Freedom 2050 Fund | Other securities | — | — | $372K | 1.5% | |
| Fidelity Freedom 2025 Fund | Other securities | — | — | $370K | 1.5% | |
| Principal Small Cap Fund R4 Class | Other securities | — | — | $183K | 0.7% | |
| Fidelity Freedom 2055 Fund | Other securities | — | — | $151K | 0.6% | |
| Fidelity Freedom 2060 Fund | Other securities | — | — | $101K | 0.4% | |
| Fidelity Freedom 2010 Fund | Other securities | — | — | $58K | 0.2% | |
| Fidelity Freedom 2065 Fund | Other securities | — | — | $14K | <0.1% | |
| Fidelity Freedom 2015 Fund | 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.
