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 | $8K | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Freedom Index 2040 Fund Inst Premium Class | Other securities | — | — | $2.6M | 12.8% | |
| Fidelity Freedom Index 2030 Fund Inst Premium Class | Other securities | — | — | $2.2M | 10.9% | |
| Fidelity Freedom Index 2025 Fund Inst Premium Class | Other securities | — | — | $2.1M | 10.1% | |
| Fidelity Freedom Index 2045 Fund Inst Premium Class | Other securities | — | — | $1.9M | 9.5% | |
| Fidelity Freedom Index 2015 Fund Inst Premium Class | Other securities | — | — | $1.6M | 8.0% | |
| Fidelity 500 Index Fund | Other securities | — | — | $1.3M | 6.4% | |
| Fidelity Freedom Index 2050 Fund Inst Premium Class | Other securities | — | — | $1.0M | 5.1% | |
| Fidelity Contrafund K6 | Other securities | — | — | $1.0M | 5.0% | |
| AllianceBernstein AB Large Cap Growth Fund Advisor Class | Other securities | — | — | $973K | 4.7% | |
| Fidelity Freedom Index 2055 Fund Inst Premium Class | Other securities | — | — | $747K | 3.6% | |
| Fidelity Freedom Index 2035 Fund Inst Premium Class | Other securities | — | — | $722K | 3.5% | |
| Fidelity Freedom Index 2020 Fund Inst Premium Class | Other securities | — | — | $718K | 3.5% | |
| Fidelity Freedom Index 2060 Fund Inst Premium Class | Other securities | — | — | $514K | 2.5% | |
| MFS Mid Cap Growth Fund Class R6 | Other securities | — | — | $372K | 1.8% | |
| Fidelity Government Money Market Fund Class K6 | Cash / Money Market | — | — | $318K | 1.5% | |
| Franklin Templeton Franklin Rising Dividends Fund Class R6 | Other securities | — | — | $261K | 1.3% | |
| Columbia Dividend Income Fund Inst 3 Class | Other securities | — | — | $214K | 1.0% | |
| Vanguard Explorer Fund Admiral Shares | Other securities | — | — | $214K | 1.0% | |
| Fidelity Mid Cap Index Fund | Other securities | — | — | $197K | 1.0% | |
| Fidelity Freedom Index Income Fund Inst Premium Class | Other securities | — | — | $173K | 0.8% | |
| Notes receivable from Loans to participants, interest rates ranging from * - participants 4.25% - 9.50% with various maturities. | Bonds / Notes | — | — | $169K | 0.8% | |
| Dodge & Cox Dodge & Cox Income Fund Class X | Other securities | — | — | $160K | 0.8% | |
| Fidelity Freedom Index 2010 Fund Inst Premium Class | Other securities | — | — | $136K | 0.7% | |
| American Funds American Funds New Perspective Class R6 | Other securities | — | — | $135K | 0.7% | |
| Dimensional Fund Advisors DFA Inflation-Protected Securities Portfolio Inst Class | Other securities | — | — | $126K | 0.6% | |
| American Funds American Funds New World Fund Class R6 | Other securities | — | — | $110K | 0.5% | |
| Dimensional Fund Advisors DFA Real Eastate Securities Portfolio Inst Class | Other securities | — | — | $108K | 0.5% | |
| Fidelity Small Cap Index Fund | Other securities | — | — | $50K | 0.2% | |
| Janus Henderson Janus Henderson Global Equity Income Fund Class N | Other securities | — | — | $47K | 0.2% | |
| MFS Mid Cap Value Fund Class R6 | Other securities | — | — | $46K | 0.2% | |
| Vanguard Intermediate-Term Bond Index Fund Admiral Shares | Other securities | — | — | $45K | 0.2% | |
| Janus Henderson Janus Henderson Multi-Sector Income Fund Class N | Other securities | — | — | $25K | 0.1% | |
| Fidelity Freedom Index 2065 Fund Inst Premium Class | Other securities | — | — | $15K | <0.1% | |
| Hotchkis and Wiley Hotchkis & Wiley Small Cap Value Fund Class Z | Other securities | — | — | $14K | <0.1% | |
| Federated Hermes Federated Hermes Institutional High Yield Bond Fund Class R6 | Other securities | — | — | $10K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
