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 | $18K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FID FREEDOM 2025 K6 Mutual Fund | Other securities | — | — | $2.1M | 29.4% | |
| FID FREEDOM 2035 K6 Mutual Fund | Other securities | — | — | $968K | 13.8% | |
| FID FREEDOM 2055 K6 Mutual Fund | Other securities | — | — | $755K | 10.8% | |
| FID FREEDOM 2045 K6 Mutual Fund | Other securities | — | — | $708K | 10.1% | |
| FID FREEDOM 2040 K6 Mutual Fund | Other securities | — | — | $665K | 9.5% | |
| FID FREEDOM 2050 K6 Mutual Fund | Other securities | — | — | $618K | 8.8% | |
| FID FREEDOM 2020 K6 Mutual Fund | Other securities | — | — | $554K | 7.9% | |
| FID FREEDOM 2060 K6 Mutual Fund | Other securities | — | — | $311K | 4.4% | |
| FID FREEDOM 2030 K6 Mutual Fund | Other securities | — | — | $103K | 1.5% | |
| FID FREEDOM 2065 K6 Mutual Fund | Other securities | — | — | $61K | 0.9% | |
| FID 500 Index Fund Mutual Fund | Other securities | — | — | $25K | 0.4% | |
| FID Government Money Market Fund Money Market Fund | Cash / Money Market | — | — | $11K | 0.2% | |
| FID Blue Chip Growth K6 Fund Mutual Fund | Other securities | — | — | $10K | 0.1% | |
| FID FREEDOM 2015 K6 Mutual Fund | Other securities | — | — | $6K | <0.1% | |
| FID US Bond Index Fund Mutual Fund | Other securities | — | — | $5K | <0.1% | |
| Janus Henderson Enterprise Fund Class N Mutual Fund | Other securities | — | — | $3K | <0.1% | |
| FID Small Cap Growth K6 Fund Mutual Fund | Other securities | — | — | $3K | <0.1% | |
| FID International Capital Appreciation K6 Fund Mutual Fund | Other securities | — | — | $2K | <0.1% | |
| JPMorgan US Equity Fund Class R6 Mutual Fund | Other securities | — | — | $2K | <0.1% | |
| FID Total Bond K6 Fund Mutual Fund | Other securities | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
