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 | $18K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWPORT CAPITAL GROUP | 86-1109193 | — | ADVISOR | $99K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 |
| 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 Management Trust Co. Fidelity Blue Chip Growth K | Common Stock | — | — | $25.1M | 23.7% | |
| Fidelity Management Trust Co. Fidelity 500 Index Premium | Common Stock | — | — | $8.6M | 8.1% | |
| Fidelity Management Trust Co. Fidelity Contrafund K | Common Stock | — | — | $8.3M | 7.8% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST CO · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $8.2M | 7.8% | |
| BNY Mellon BNY Mellon Intl Large-Cap Growth | Other securities | — | — | $5.0M | 4.7% | |
| Fidelity Management Trust Co. Fidelity Freedom K 2035 | Common Stock | — | — | $4.7M | 4.4% | |
| Fidelity Management Trust Co. Fidelity Total Bond | Common Stock | — | — | $4.2M | 4.0% | |
| Fidelity Management Trust Co. Fidelity Freedom K 2040 | Common Stock | — | — | $4.0M | 3.8% | |
| Fidelity Management Trust Co. Fidelity Puritan K | Common Stock | — | — | $3.9M | 3.7% | |
| Fidelity Management Trust Co. Fidelity Freedom K 2045 | Common Stock | — | — | $3.3M | 3.1% | |
| Fidelity Management Trust Co. Fidelity Freedom K 2030 | Common Stock | — | — | $2.8M | 2.7% | |
| Fidelity Management Trust Co. Fidelity Freedom K 2070 694 * Fidelity Management Trust Co. Fidelity Intl Index Premium | Common Stock | — | — | $2.7M | 2.6% | |
| Fidelity Management Trust Co. Fidelity Freedom K 2025 | Common Stock | — | — | $2.6M | 2.4% | |
| Capital Group AF AMERICAN MUTAL R5 | Common Stock | — | — | $2.2M | 2.1% | |
| Lord Abbett Small-Cap Growth | Other securities | — | — | $1.9M | 1.8% | |
| Fidelity Management Trust Co. Fidelity Freedom K 2055 | Common Stock | — | — | $1.9M | 1.8% | |
| Fidelity Management Trust Co. Fidelity Freedom K 2050 | Common Stock | — | — | $1.8M | 1.7% | |
| Fidelity Management Trust Co. Fidelity MID Cap Index | Common Stock | — | — | $1.7M | 1.6% | |
| Victory Capital Victory Sycamore Established Value A | Other securities | — | — | $1.6M | 1.5% | |
| Capital Group AF NEW WORLD R5 | Common Stock | — | — | $1.6M | 1.5% | |
| Carillon Eagle Mid Cap Growth Mid Cap Growth | Other securities | — | — | $1.6M | 1.5% | |
| Fidelity Management Trust Co. Fidelity SM Cap Index | Common Stock | — | — | $1.4M | 1.3% | |
| Fidelity Management Trust Co. Fidelity Capital & Income | Common Stock | — | — | $1.2M | 1.2% | |
| Fidelity Management Trust Co. Fidelity Freedom K 2060 | Common Stock | — | — | $1.0M | 1.0% | |
| DWS RREEF Real Estate Securities Fund | Other securities | — | — | $860K | 0.8% | |
| Fidelity Management Trust Co. Fidelity US Bond Index Premium | Common Stock | — | — | $847K | 0.8% | |
| Fidelity Management Trust Co. Fidelity Freedom K 2020 | Common Stock | — | — | $570K | 0.5% | |
| Fidelity Management Trust Co. Fidelity Freedom K 2010 | Common Stock | — | — | $557K | 0.5% | |
| Fidelity Management Trust Co. Fidelity Freedom K Income | Common Stock | — | — | $280K | 0.3% | |
| Fidelity Management Trust Co. Fidelity Freedom K 2015 | Common Stock | — | — | $158K | 0.1% | |
| Fidelity Management Trust Co. Fidelity Freedom K 2065 | Common Stock | — | — | $149K | 0.1% | |
| MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| ADVISOR |
| $40K |
| — |
