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 | $3K | — |
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 | |||||
|---|---|---|---|---|---|---|
| S SHARES / UNITS * Fidelity 500 Index | Mutual Funds | — | $16K | $3.3M | 9.3% | |
| Fidelity Freedom 2030 K | Other securities | — | $185K | $3.2M | 9.2% | |
| MONEY MARKET FUNDS * Fidelity Government Money Market | Cash / Money Market | — | $3.0M | $3.0M | 8.6% | |
| Fidelity Freedom 2035 K | Other securities | — | $177K | $2.8M | 7.8% | |
| Fidelity Freedom 2045 K | Other securities | — | $205K | $2.8M | 7.8% | |
| Fidelity Blue Chip Growth | Other securities | — | $69K | $2.5M | 7.1% | |
| Fidelity Freedom 2025 K | Other securities | — | $150K | $2.0M | 5.8% | |
| Fidelity Freedom 2050 K | Other securities | — | $140K | $1.9M | 5.4% | |
| Fidelity Freedom 2040 K | Other securities | — | $145K | $1.7M | 4.7% | |
| Fidelity Freedom 2055 K | Other securities | — | $96K | $1.5M | 4.3% | |
| SELF DIRECTED BROKERAGE Self-directed brokerage accounts | OTHER | — | — | $1.5M | 4.1% | |
| Fidelity Freedom 2020 K | Other securities | — | $80K | $1.2M | 3.3% | |
| Fidelity Growth Company K | Other securities | — | $26K | $1.0M | 3.0% | |
| Fidelity Mid Cap Stock | Other securities | — | $23K | $973K | 2.7% | |
| Fidelity Freedom 2015 K | Other securities | — | $78K | $889K | 2.5% | |
| Fidelity Freedom 2060 K | Other securities | — | $50K | $722K | 2.0% | |
| Fidelity Freedom Income K | Other securities | — | $63K | $663K | 1.9% | |
| * Managed Income Portfolio Class 1 | Common Collective Trusts | — | $518K | $518K | 1.5% | |
| MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $487K | 1.4% | |
| Fidelity Growth & Income | Other securities | — | $6K | $399K | 1.1% | |
| Fidelity Ext Market Index | Other securities | — | $4K | $389K | 1.1% | |
| Fidelity US Bond Index | Other securities | — | $34K | $350K | 1.0% | |
| Fidelity Government Income | Other securities | — | $38K | $343K | 1.0% | |
| Fidelity Value | Other securities | — | $23K | $312K | 0.9% | |
| Fidelity Balanced | Other securities | — | $5K | $155K | 0.4% | |
| Fidelity Diversifed International | Other securities | — | $3K | $127K | 0.4% | |
| Fidelity Freedom 2065 K | Other securities | — | $9K | $119K | 0.3% | |
| Fidelity Equity Income | Other securities | — | $2K | $111K | 0.3% | |
| Fidelity Intl Index | Other securities | — | $2K | $101K | 0.3% | |
| Fidelity Short Term Bond | Other securities | — | $11K | $94K | 0.3% | |
| Fidelity Real Estate Investment | Other securities | — | $2K | $73K | 0.2% | |
| PIMCO Rae Emerging Market I | Other securities | — | $7K | $72K | 0.2% | |
| PIMCO Total Return Admiral | Other securities | — | $5K | $42K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
