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 | $21K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $8K | — |
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 FREEDOM 2040 | Other securities | — | — | $2.9M | 20.0% | |
| Fidelity 500 INDEX | Other securities | — | — | $2.1M | 14.6% | |
| T. Rowe Price BLUE CHIP GROWTH | Other securities | — | — | $1.1M | 7.8% | |
| Boston Trust SMALL - MID CAP | Other securities | — | — | $1.0M | 7.1% | |
| Fidelity FREEDOM 2045 | Other securities | — | — | $990K | 6.8% | |
| Fidelity US BOND INDEX | Other securities | — | — | $703K | 4.8% | |
| Fidelity FREEDOM 2060 | Other securities | — | — | $659K | 4.5% | |
| Fidelity FREEDOM 2030 | Other securities | — | — | $632K | 4.3% | |
| Fidelity FREEDOM 2025 | Other securities | — | — | $615K | 4.2% | |
| Fidelity FREEDOM 2050 | Other securities | — | — | $496K | 3.4% | |
| Fidelity FREEDOM 2020 | Other securities | — | — | $494K | 3.4% | |
| Fidelity FREEDOM 2035 | Other securities | — | — | $477K | 3.3% | |
| Fidelity FREEDOM 2055 | Other securities | — | — | $420K | 2.9% | |
| TRP STABLE VALUE A T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $415K | 2.9% | |
| Fidelity EXTENDED MARKET INDEX | Other securities | — | — | $390K | 2.7% | |
| Fidelity TOTAL INTERNATIONAL INDEX | Other securities | — | — | $314K | 2.2% | |
| Harbor Diversified INTERNATIONAL ALL CAP | Other securities | — | — | $199K | 1.4% | |
| Participants Participant Loans Rates range from 4.25% to 9.5% | Bonds / Notes | — | — | $191K | 1.3% | |
| Fidelity FREEDOM 2065 | Other securities | — | — | $135K | 0.9% | |
| Fidelity GOVERNMENT MONEY MARKET | Cash / Money Market | — | — | $116K | 0.8% | |
| Fidelity FREEDOM 2010 | Other securities | — | — | $68K | 0.5% | |
| Fidelity FREEDOM 2015 | Other securities | — | — | $30K | 0.2% | |
| Fidelity FREEDOM INCOME | Other securities | — | — | $9K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
