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 | $7K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Freedom 2020 K Mutual Fund | Other securities | — | — | $2.8M | 16.8% | |
| Fidelity Freedom 2030 K Mutual Fund | Other securities | — | — | $2.0M | 12.0% | |
| Fidelity Freedom 2025 K Mutual Fund | Other securities | — | — | $2.0M | 11.5% | |
| Fidelity Freedom 2010 K Mutual Fund | Other securities | — | — | $1.9M | 11.1% | |
| Fidelity Capital Appreciation Fund Mutual Fund | Other securities | — | — | $1.2M | 6.9% | |
| Similar Party Collateral, Par, or Maturity Value Cost** Value * Fidelity Government Money Market Fund Money Market Fund | Cash / Money Market | — | — | $851K | 5.0% | |
| Fidelity Freedom 2035 K Mutual Fund | Other securities | — | — | $829K | 4.9% | |
| Fidelity Freedom 2040 K Mutual Fund | Other securities | — | — | $698K | 4.1% | |
| Fidelity 500 Index Fund Mutual Fund | Other securities | — | — | $697K | 4.1% | |
| Fidelity OTC Portfolio Mutual Fund | Other securities | — | — | $642K | 3.8% | |
| Fidelity Balanced Fund Mutual Fund | Other securities | — | — | $589K | 3.5% | |
| Fidelity Freedom 2055 K Mutual Fund | Other securities | — | — | $379K | 2.2% | |
| Participants Participant Loans Rates at 5% - | Participant loans | — | — | $361K | 2.1% | |
| Fidelity International Index Fund Mutual Fund | Other securities | — | — | $304K | 1.8% | |
| Fidelity Freedom 2045 K Mutual Fund | Other securities | — | — | $276K | 1.6% | |
| Fidelity Freedom 2050 K Mutual Fund | Other securities | — | — | $255K | 1.5% | |
| Fidelity Mid Cap Stock Fund Mutual Fund | Other securities | — | — | $161K | 0.9% | |
| Fidelity Low-Priced Stock Fund Mutual Fund | Other securities | — | — | $159K | 0.9% | |
| Fidelity Ginnie Mae Fund Mutual Fund | Agency / Mortgage-Backed | — | — | $150K | 0.9% | |
| American Century Value Inv Mutual Fund | Other securities | — | — | $113K | 0.7% | |
| FIdelity Intl Index Mutual Fund | Other securities | — | — | $95K | 0.6% | |
| Fidelity Total Bond Fund Mutual Fund | Other securities | — | — | $88K | 0.5% | |
| Janus High Yield Fund Mutual Fund | Other securities | — | — | $83K | 0.5% | |
| Fidelity Freedom 2060 K Mutual Fund | Other securities | — | — | $71K | 0.4% | |
| Fidelity Total Market Index Fund Mutual Fund | Other securities | — | — | $56K | 0.3% | |
| Fidelity Freedom 2065 K Mutual Fund | Other securities | — | — | $54K | 0.3% | |
| Fidelity U.S. Bond Index Fund Mutual Fund | Other securities | — | — | $47K | 0.3% | |
| Fidelity Limited Term Government Fund Mutual Fund | Other securities | — | — | $44K | 0.3% | |
| Glenmede Small Cap Equity Adv Mutual Fund | Other securities | — | — | $32K | 0.2% | |
| Fidelity Freedom 2015 K Mutual Fund | Other securities | — | — | $25K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
