This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$9K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERCER INVESTMENTS LLC | 30-0282430 | — | CONSULTANT | $20K | — |
| Name | EIN | Location | Relation | Direct comp |
|---|
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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| JPMCB LG CP GR CF-2 JPMORGAN CHASE BANK, N.A. · EIN 45-4173185 / PN 001 | Common Collective Trust | $86.9M | 20.2% |
| FID FRDM BLND 2030 Q FIAM TRUST COMPANY · EIN 20-4659714 / PN 091 | Common Collective Trust | $21.1M | 4.9% |
| Indirect comp |
|---|
| CARON & BLETZER, PLLC | 04-3499945 | — | ACCOUNTANT/AUDITOR | $7K | — |
Common Collective Trust |
| $20.8M |
| 4.8% |
| FID FRDM BLND 2045 Q FIAM TRUST COMPANY · EIN 20-4659714 / PN 094 | Common Collective Trust | $18.9M | 4.4% |
| FID FRDM BLND 2035 Q FIAM TRUST COMPANY · EIN 20-4659714 / PN 092 | Common Collective Trust | $16.7M | 3.9% |
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | $12.6M | 2.9% |
| FID FRDM BLND 2050 Q FIAM TRUST COMPANY · EIN 20-4659714 / PN 095 | Common Collective Trust | $11.1M | 2.6% |
| FID FRDM BLND 2055 Q FIAM TRUST COMPANY · EIN 20-4659714 / PN 113 | Common Collective Trust | $9.1M | 2.1% |
| FID FRDM BLND 2025 Q FIAM TRUST COMPANY · EIN 20-4659714 / PN 090 | Common Collective Trust | $8.0M | 1.9% |
| FID FRDM BLND 2060 Q FIAM TRUST COMPANY · EIN 20-4659714 / PN 147 | Common Collective Trust | $5.7M | 1.3% |
| FID FRDM BLND 2020 Q FIAM TRUST COMPANY · EIN 20-4659714 / PN 089 | Common Collective Trust | $3.7M | 0.8% |
| SS REAL ASSET C STATE STREET BANK & TRUST COMPANY · EIN 90-0337987 / PN 280 | Common Collective Trust | $1.9M | 0.4% |
| FID FRDM BLND 2015 Q FIAM TRUST COMPANY · EIN 20-4659714 / PN 088 | Common Collective Trust | $1.8M | 0.4% |
| FID FRDM BLEND INC Q FIAM TRUST COMPANY · EIN 20-4659714 / PN 085 | Common Collective Trust | $545K | 0.1% |
| FID FRDM BLND 2005 Q FIAM TRUST COMPANY · EIN 20-4659714 / PN 086 | Common Collective Trust | $437K | 0.1% |
| FID FRDM BLND 2010 Q FIAM TRUST COMPANY · EIN 20-4659714 / PN 087 | Common Collective Trust | $366K | <0.1% |
