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 | $856 | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Management Trust Contrafund N/R | Other securities | — | — | $4.8M | 12.9% | |
| Vanguard Dividend Growth Fund N/R | Other securities | — | — | $4.1M | 11.0% | |
| Company * Fidelity Management Trust Low Priced Stock Fund N/R | Other securities | — | — | $2.4M | 6.4% | |
| JP Morgan Large Cap Growth fund N/R | Other securities | — | — | $2.4M | 6.3% | |
| Company * Fidelity Management Trust Freedom 2030 Fund N/R | Other securities | — | — | $2.3M | 6.1% | |
| Company * Fidelity Management Trust Freedom 2025 Fund N/R | Other securities | — | — | $2.2M | 5.9% | |
| Company * Fidelity Management Trust Freedom 2035 Fund N/R | Other securities | — | — | $2.0M | 5.3% | |
| Company * Fidelity Management Trust 500 Index Inv Fund N/R | Other securities | — | — | $1.8M | 4.7% | |
| Fidelity Management Trust Government Money Market N/R | Cash / Money Market | — | — | $1.7M | 4.5% | |
| Company * Fidelity Management Trust Freedom 2020 Fund N/R | Other securities | — | — | $1.7M | 4.5% | |
| Company * Fidelity Management Trust Freedom 2045 Fund N/R | Other securities | — | — | $1.5M | 4.1% | |
| Vanguard Balanced Index Fund N/R | Other securities | — | — | $1.4M | 3.7% | |
| Company * Fidelity Management Trust Freedom 2040 Fund N/R | Other securities | — | — | $1.3M | 3.6% | |
| Company * Fidelity Management Trust Intermediate Bond Fund N/R | Other securities | — | — | $1.3M | 3.4% | |
| Company * Fidelity Management Trust Diversified International Fund N/R | Other securities | — | — | $1.2M | 3.1% | |
| Company * Fidelity Management Trust Freedom 2050 Fund N/R | Other securities | — | — | $984K | 2.6% | |
| Pimco Total Return Fund N/R | Other securities | — | — | $656K | 1.8% | |
| ABF Large Cap Value Fund N/R | Other securities | — | — | $477K | 1.3% | |
| Company Oakmark Equities and Income Fund N/R | Other securities | — | — | $434K | 1.2% | |
| Dodge & Cox International Stock Fund N/R | Other securities | — | — | $375K | 1.0% | |
| Company * Fidelity Management Trust US Bond Index Fund N/R | Other securities | — | — | $312K | 0.8% | |
| JP Morgan Mid Cap Growth fund N/R | Other securities | — | — | $302K | 0.8% | |
| Company * Fidelity Management Trust Freedom 2055 Fund N/R | Other securities | — | — | $285K | 0.8% | |
| DFA US Targeted Value Portfolio N/R | Other securities | — | — | $270K | 0.7% | |
| Company * Fidelity Management Trust Extended Market Index Fund N/R | Other securities | — | — | $247K | 0.7% | |
| Fidelity Management Trust Freedom 2060 Fund N/R | Other securities | — | — | $212K | 0.6% | |
| Company * Fidelity Management Trust Global Index N/R | Other securities | — | — | $195K | 0.5% | |
| Account Participant Loans Interest rates: 4.25% - 9.50% $0 | Bonds / Notes | — | — | $163K | 0.4% | |
| Company * Fidelity Management Trust Freedom Income Fund N/R | Other securities | — | — | $150K | 0.4% | |
| Company Self Directed Brokerage Brokeragelink N/R | Other securities | — | — | $96K | 0.3% | |
| Company * Fidelity Management Trust Strategic Real Return Fund N/R | Other securities | — | — | $91K | 0.2% | |
| Company * Fidelity Management Trust Freedom 2015 Fund N/R | Other securities | — | — | $66K | 0.2% | |
| Company * Fidelity Management Trust Freedom 2010 Fund N/R | Other securities | — | — | $60K | 0.2% | |
| Company * Fidelity Management Trust Freedom 2065 Fund N/R | Other securities | — | — | $15K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
