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 | $31K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILMINGTON TRUST NATIONAL ASSOC | 16-1486454 | — | ADVISOR | $47K | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Management Contrafund Fund | Other securities | — | — | $2.4M | 10.8% | |
| Vanguard Target Retirement 2025 Fund | Other securities | — | — | $2.2M | 10.0% | |
| Vanguard Target Retirement 2030 Fund | Other securities | — | — | $2.1M | 9.5% | |
| Fidelity Management 500 Index Fund | Other securities | — | — | $2.1M | 9.5% | |
| Vanguard Target Retirement 2035 Fund | Other securities | — | — | $2.0M | 8.8% | |
| Vanguard Target Retirement 2040 Fund | Other securities | — | — | $1.1M | 5.1% | |
| Vanguard Growth Index Fund | Other securities | — | — | $1.0M | 4.7% | |
| Vanguard Target Retirement 2050 Fund | Other securities | — | — | $886K | 4.0% | |
| Vanguard Small-Cap Value Index Fund | Other securities | — | — | $870K | 3.9% | |
| Vanguard Mid-Cap Index Fund | Other securities | — | — | $765K | 3.4% | |
| Vanguard Target Retirement 2055 Fund | Other securities | — | — | $696K | 3.1% | |
| Vanguard Target Retirement 2045 Fund | Other securities | — | — | $555K | 2.5% | |
| Vanguard Target Retirement Income Fund | Other securities | — | — | $504K | 2.3% | |
| participant's account, maturity value of cost-plus accrued interest - | Other securities | — | — | $462K | 2.1% | |
| Vanguard Dividend Growth Fund | Other securities | — | — | $432K | 1.9% | |
| Fidelity Management Short-Term Treasury Bond Index Fund | U.S. Treasuries | — | — | $405K | 1.8% | |
| Vanguard Target Retirement 2060 Fund | Other securities | — | — | $357K | 1.6% | |
| Vanguard International Value Fund | Other securities | — | — | $356K | 1.6% | |
| Lincoln National Life Insurance Lincoln Stable Value Account, earning Company interest at 2.55% | Bonds / Notes | — | — | $352K | 1.6% | |
| Vanguard Target Retirement 2020 Fund | Other securities | — | — | $340K | 1.5% | |
| Fidelity Management Intermediate Treasury Bond Index Fund | U.S. Treasuries | — | — | $287K | 1.3% | |
| Fidelity Management Low-Priced Stock Fund | Other securities | — | — | $277K | 1.2% | |
| Fidelity Management International Index Fund | Other securities | — | — | $272K | 1.2% | |
| American Funds Euro Pacific Growth Fund Class R6 | Other securities | — | — | $252K | 1.1% | |
| Vanguard Selected Value Fund | Other securities | — | — | $225K | 1.0% | |
| Fidelity Management Strategic Income Fund | Other securities | — | — | $201K | 0.9% | |
| JP Morgan Equity Income Fund Class R6 | Other securities | — | — | $165K | 0.7% | |
| Fidelity Management Small Cap Discovery Fund | Other securities | — | — | $152K | 0.7% | |
| Baron Funds Small Cap Fund | Other securities | — | — | $137K | 0.6% | |
| Vanguard Total Market Bond Index Fund | U.S. Treasuries | — | — | $101K | 0.5% | |
| Vanguard Value Index Fund | Other securities | — | — | $71K | 0.3% | |
| Vanguard Emerging Markets Stock Index Fund | Other securities | — | — | $52K | 0.2% | |
| Vanguard Real Estate Index Fund | Other securities | — | — | $52K | 0.2% | |
| Columbia Mid-Cap Growth Fund | Other securities | — | — | $44K | 0.2% | |
| PGIM Total Return Bond Fund Class R6 | Other securities | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
