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 | $15K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CRESCENT HILL PARTNERS LLC | 46-1330773 | — | ADVISOR | $28K | — |
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 | |||||
|---|---|---|---|---|---|---|
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $2.6M | 21.5% | |
| Fidelity Investments* FID 500 Index | Other securities | — | — | $1.7M | 13.8% | |
| Fidelity Investments* FID Blue Chip Growth K6 | Other securities | — | — | $1.6M | 13.3% | |
| Putnam Fiduciary Trust Company, Inc. Putnam Large Cap Value A | Common Stock | — | — | $1.2M | 9.6% | |
| TCW MetWest TCW MetWest Total Return Bond I | Other securities | — | — | $1.2M | 9.4% | |
| TCW MetWest MFS International Equity R6 | Other securities | — | — | $1.1M | 8.5% | |
| Fidelity Investments* FID Mid Cap Index | Other securities | — | — | $878K | 7.1% | |
| Fidelity Investments* FID Small Cap Index | Other securities | — | — | $766K | 6.2% | |
| Fidelity Investments* FID Balanced | Other securities | — | — | $265K | 2.1% | |
| TCW MetWest TCW Metwest Low Duration Bond I | Other securities | — | — | $203K | 1.6% | |
| Fidelity Investments* FID Emerging Markets | Other securities | — | — | $187K | 1.5% | |
| T. Rowe Price TRP Health Science Fund I | Other securities | — | — | $132K | 1.1% | |
| Fidelity Investments* FID Freedom 2030 K6 | Other securities | — | — | $111K | 0.9% | |
| Fidelity Investments* FID Freedom 2065 K6 | Other securities | — | — | $86K | 0.7% | |
| Fidelity Investments* FID Freedom 2035 K6 | Other securities | — | — | $84K | 0.7% | |
| Fidelity Investments* FID Freedom 2045 K6 | Other securities | — | — | $65K | 0.5% | |
| Fidelity Investments* FID Freedom 2055 K6 | Other securities | — | — | $44K | 0.4% | |
| Fidelity Investments* FID Freedom 2050 K6 | Other securities | — | — | $41K | 0.3% | |
| Fidelity Investments* FID Freedom 2060 K6 | Other securities | — | — | $35K | 0.3% | |
| Fidelity Investments* FID Freedom 2025 K6 | Other securities | — | — | $34K | 0.3% | |
| Fidelity Investments* FID Freedom 2040 K6 | Other securities | — | — | $7K | <0.1% | |
| Fidelity Investments* FID Freedom 2020 K6 | Other securities | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
