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 | $6K | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity Investments Fidelity Freedom Index 2050 Fund | Other securities | — | — | $7.8M | 17.0% | |
| Fidelity Investments Fidelity Freedom Index 2055 Fund | Other securities | — | — | $6.9M | 15.1% | |
| Fidelity Investments Fidelity Freedom Index 2045 Fund | Other securities | — | — | $5.8M | 12.6% | |
| Fidelity Investments Fidelity Freedom Index 2030 Fund | Other securities | — | — | $4.7M | 10.2% | |
| Fidelity Investments Fidelity Freedom Index 2040 Fund | Other securities | — | — | $3.6M | 7.9% | |
| Fidelity Investments Fidelity Freedom Index 2060 Fund | Other securities | — | — | $3.2M | 6.9% | |
| Fidelity Investments Fidelity Freedom Index 2035 Fund | Other securities | — | — | $2.8M | 6.2% | |
| Fidelity Investments Fidelity Freedom Index 2025 Fund | Other securities | — | — | $2.4M | 5.2% | |
| Fidelity Investments Fidelity 500 Index Fund | Other securities | — | — | $1.2M | 2.6% | |
| The Horizon Corporations Retirement Plan Interest rates ranging from 4.25% - 9.50% | Bonds / Notes | — | — | $874K | 1.9% | |
| Fidelity Investments Fidelity Total Market Index Fund | Other securities | — | — | $839K | 1.8% | |
| Fidelity Investments Fidelity Freedom Index 2020 Fund | Other securities | — | — | $734K | 1.6% | |
| Fidelity Investments Fidelity Freedom Index 2065 Fund | Other securities | — | — | $558K | 1.2% | |
| Fidelity Investments Fidelity Government Money Market Fund Class K6 | Cash / Money Market | — | — | $311K | 0.7% | |
| Fidelity Investments Fidelity Freedom Index 2015 Fund | Other securities | — | — | $232K | 0.5% | |
| LRG CAP GRTH III R1 FIDELITY INVESTMENT INSTITUTIONAL OPERATIONS CO., LLC · EIN 38-7275327 / PN 001 | Common Collective Trust | — | — | $181K | 0.4% | |
| John Hancock John Hancock Bond Fund Class R6 | Other securities | — | — | $154K | 0.3% | |
| Fidelity Investments Fidelity Mid Cap Index Fund | Other securities | — | — | $144K | 0.3% | |
| Fidelity Investments Fidelity Small Cap Index Fund | Other securities | — | — | $125K | 0.3% | |
| Putnam Investments Putnam Large Cap Value R1 | Other securities | — | — | $103K | 0.2% | |
| PUTN LARGE CP VAL R1 FIDELITY INVESTMENT INSTITUTIONAL OPERATIONS CO., LLC · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $103K | 0.2% | |
| Fidelity Investments Fidelity Freedom Index 2010 Fund | Other securities | — | — | $86K | 0.2% | |
| AC SMALL CAP VALUE FIDELITY INVESTMENT INSTITUTIONAL OPERATIONS CO., LLC · EIN 38-4126250 / PN 554 | Common Collective Trust | — | — | $77K | 0.2% | |
| Victory Capital Victory Sycamore Established Value Fund Class R6 | Other securities | — | — | $72K | 0.2% | |
| MFS International Diversification Fund Class R6 | Other securities | — | — | $70K | 0.2% | |
| Fidelity Investments Fidelity Total International Index Fund | Other securities | — | — | $60K | 0.1% | |
| MID CAP GROWTH R1 FIDELITY INVESTMENT INSTITUTIONAL OPERATIONS CO., LLC · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $33K | <0.1% | |
| SMALL CAP GR II R1 FIDELITY INVESTMENT INSTITUTIONAL OPERATIONS CO., LLC · EIN 38-4126288 / PN 592 | Common Collective Trust | — | — | $31K | <0.1% | |
| Fidelity Investments Fidelity US Bond Index Fund | Other securities | — | — | $22K | <0.1% | |
| Fidelity Investments Fidelity Freedom Index Income Fund | Other securities | — | — | $7K | <0.1% | |
| Fidelity Investments Fidelity Inflation-Protected Bond Index Fund | 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.
