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 | |||||
|---|---|---|---|---|---|---|
| FID GOVT MMKT | Other securities | 2,711,937.79 | $2.7M | $2.7M | 21.4% | |
| FID 500 INDEX | Other securities | 10,260.987 | $1.4M | $2.1M | 16.5% | |
| FID FREEDOM 2030 K | Other securities | 71,225.419 | $1.1M | $1.3M | 9.8% | |
| MSIF GROWTH I | Other securities | 15,460.182 | $714K | $867K | 6.8% | |
| FID BLUE CHIP GR | Other securities | 3,484.519 | $423K | $792K | 6.2% | |
| FID OTC PORTFOLIO | Other securities | 27,966.901 | $368K | $600K | 4.7% | |
| TRP DIV GROWTH ADV | Other securities | 5,174.347 | $351K | $397K | 3.1% | |
| FID FREEDOM 2025 K | Other securities | 28,268.189 | $357K | $385K | 3.0% | |
| FID FREEDOM 2045 K | Other securities | 23,730.873 | $278K | $320K | 2.5% | |
| FID FREEDOM 2020 K | Other securities | 19,021.059 | $258K | $273K | 2.2% | |
| FID US BOND IDX | Other securities | 26,401.807 | $284K | $270K | 2.1% | |
| FID DIVERSIFD INTL | Other securities | 6,383.204 | $253K | $269K | 2.1% | |
| FID INTL INDEX | Other securities | 4,615.199 | $206K | $219K | 1.7% | |
| FID FREEDOM 2055 K | Other securities | 12,958.496 | $174K | $205K | 1.6% | |
| FID FREEDOM 2040 K | Other securities | 17,529.794 | $175K | $203K | 1.6% | |
| FID MID CAP STOCK | Other securities | 4,745.09 | $172K | $201K | 1.6% | |
| FID VALUE | Other securities | 14,510.259 | $193K | $197K | 1.6% | |
| VANG SM CAP IDX ADM | Other securities | 1,652.273 | $165K | $190K | 1.5% | |
| FID FREEDOM 2035 K | Other securities | 11,691.492 | $162K | $183K | 1.4% | |
| OUTSTANDING LOAN BALANCE | Other securities | — | — | $180K | 1.4% | |
| PIF SMALL CAP R5 | Other securities | 6,281.079 | $191K | $176K | 1.4% | |
| COLUMBIA DIV INC A | Common Stock | 4,504.156 | $140K | $149K | 1.2% | |
| FID PURITAN | Other securities | 5,549.419 | $135K | $138K | 1.1% | |
| INVS DIVRS DIVD R5 | Other securities | 3,773.318 | $71K | $67K | 0.5% | |
| LOOMIS CORE PL BD A | Other securities | 4,470.958 | $53K | $50K | 0.4% | |
| FID EXTD MKT IDX | Other securities | 475.233 | $32K | $43K | 0.3% | |
| VANG BAL INDEX ADM | Other securities | 560.241 | $21K | $27K | 0.2% | |
| AF EUROPAC GRTH R4 | Other securities | 487.3 | $31K | $25K | 0.2% | |
| FID FREEDOM 2050 K | Other securities | 1,783.108 | $22K | $24K | 0.2% | |
| VANG INFL PROT ADM | Other securities | 945.642 | $23K | $21K | 0.2% | |
| FID FREEDOM INC K | Common Stock | 1,677.395 | $17K | $18K | 0.1% | |
| FID FREEDOM 2060 K | Other securities | 996.951 | $13K | $14K | 0.1% | |
| FID FREEDOM 2015 K | Other securities | 780.751 | $8K | $9K | <0.1% | |
| FID FREEDOM 2065 K | Other securities | 320.659 | $4K | $4K | <0.1% | |
| FID FREEDOM 2010 K | Other securities | 121.584 | $2K | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
