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 | $32K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| s * Fidelity 500 Index Fund | Mutual Funds | — | — | $27.3M | 14.6% | |
| Vanguard Target Ret 2030 | Other securities | — | — | $16.5M | 8.8% | |
| Vanguard Target Ret 2020 | Other securities | — | — | $13.3M | 7.1% | |
| Fidelity Total Market Index | Other securities | — | — | $12.8M | 6.8% | |
| Fidelity Ext Mkt Index | Other securities | — | — | $11.7M | 6.2% | |
| Vanguard Target Ret 2040 | Other securities | — | — | $10.9M | 5.8% | |
| Vanguard Target Ret 2045 | Other securities | — | — | $10.1M | 5.4% | |
| Fidelity Contrafund - Class K | Other securities | — | — | $9.7M | 5.2% | |
| Vanguard Target Ret 2050 | Other securities | — | — | $9.0M | 4.8% | |
| Vanguard Target Ret 2055 | Other securities | — | — | $8.8M | 4.7% | |
| Vanguard Target Ret 2025 | Other securities | — | — | $8.5M | 4.6% | |
| Vanguard Target Ret 2035 | Other securities | — | — | $7.6M | 4.1% | |
| Vanguard Target Ret 2060 | Other securities | — | — | $6.4M | 3.4% | |
| Fidelity Equity Income Fund | Other securities | — | — | $4.9M | 2.6% | |
| Fidelity US Bond Index Adv | Other securities | — | — | $4.3M | 2.3% | |
| Fidelity Diversified Intl | Other securities | — | — | $4.0M | 2.1% | |
| JPM Midcap Value Is | Other securities | — | — | $3.9M | 2.1% | |
| Fidelity Retirement Government Money Market Portfolio | Cash / Money Market | — | — | $3.7M | 2.0% | |
| Vanguard Target Ret Inc | Common Stock | — | — | $2.9M | 1.6% | |
| Fidelity Global Xus Index Adv | Other securities | — | — | $2.2M | 1.2% | |
| Fidelity Inflation Prot Bond | U.S. Treasuries | — | — | $2.2M | 1.2% | |
| Fidelity Small Cap Stock | Other securities | — | — | $1.8M | 0.9% | |
| Vanguard Target Ret 2065 | Other securities | — | — | $1.3M | 0.7% | |
| T Rowe Price TRP Small-Cap Value | Other securities | — | — | $1.2M | 0.6% | |
| Notes Receivable from Participants Participant Loans Interest rate 4.25%, maturing | Bonds / Notes | — | — | $1.2M | 0.6% | |
| Self-Directed Brokerage Accounts * Fidelity Brokerage Link | Other securities | — | — | $1.0M | 0.5% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
