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 | $1K | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Freedom K 2035 Fund 183,503 shares | Other securities | — | $184K | $2.9M | 12.5% | |
| Fidelity Freedom K 2050 Fund 147,920 shares | Other securities | — | $148K | $2.0M | 8.8% | |
| Fidelity 500 Index Fund 8,912 shares | Other securities | — | $9K | $1.8M | 7.9% | |
| Fidelity Freedom K 2040 Fund 152,807 shares | Other securities | — | $153K | $1.8M | 7.7% | |
| Fidelity Freedom K 2025 Fund 128,538 shares | Other securities | — | $129K | $1.7M | 7.6% | |
| Fidelity Freedom K 2055 Fund 98,046 shares | Other securities | — | $98K | $1.6M | 6.7% | |
| Money Market Fund *Fidelity Government Money Market Fund 1,527,254 shares | Cash / Money Market | — | $1.5M | $1.5M | 6.6% | |
| Fidelity Freedom K 2045 Fund 112,985 shares | Other securities | — | $113K | $1.5M | 6.6% | |
| Fidelity Freedom K 2030 Fund 83,429 shares | Other securities | — | $83K | $1.5M | 6.4% | |
| Fidelity Contrafund K 40,022 shares | Other securities | — | $40K | $844K | 3.7% | |
| T. Rowe Price Blue Chip Growth Fund 3,804 shares | Other securities | — | $4K | $713K | 3.1% | |
| Fidelity Freedom K 2015 Fund 59,024 shares | Other securities | — | $59K | $673K | 2.9% | |
| Fidelity Freedom K 2060 Fund 46,205 shares | Other securities | — | $46K | $670K | 2.9% | |
| Fidelity Freedom Income Fund - Class K 46,883 shares | Other securities | — | $47K | $494K | 2.1% | |
| Janus Henderson Enterprise A Fund 2,926 shares | Other securities | — | $3K | $391K | 1.7% | |
| Fidelity Freedom K 2020 Fund 24,842 shares | Other securities | — | $25K | $357K | 1.5% | |
| Fidelity US Bond Index Fund 33,820 shares | Other securities | — | $34K | $346K | 1.5% | |
| Baron Small cap Fund Institutional Class 10,436 shares | Other securities | — | $10K | $345K | 1.5% | |
| Fidelity Low-Priced Stock Fund - Class K 7,244 shares | Other securities | — | $7K | $295K | 1.3% | |
| Fidelity Government Income 30,037 shares | Other securities | — | $30K | $270K | 1.2% | |
| Eaton Vance Large Cap Value Fund Class I 10,206 shares | Other securities | — | $10K | $260K | 1.1% | |
| Fidelity International Index Fund 3,412 shares | Other securities | — | $3K | $162K | 0.7% | |
| PIMCO Total Return Fund Institutional Class 18,061 shares | Mutual Funds | — | $18K | $153K | 0.7% | |
| Oakmark Equity and Income Fund Investor Class 4,049 shares | Other securities | — | $4K | $146K | 0.6% | |
| March 2025 to October 2029 | Other securities | — | — | $125K | 0.5% | |
| Invesco Diversified Dividend Fund 5,612 shares | Other securities | — | $6K | $100K | 0.4% | |
| Fidelity Extended Market Index Fund 918 shares | Other securities | — | — | $83K | 0.4% | |
| Fidelity Freedom K 2065 Fund 6,178 shares | Other securities | — | $6K | $82K | 0.4% | |
| Fidelity High Income Fund 8,185 shares | Other securities | — | $8K | $64K | 0.3% | |
| Harding Loevner Emerging Markets Advisor 1,186 shares | Other securities | — | $1K | $43K | 0.2% | |
| Victory Sycamore Established Value Fund Class A 548 shares | Other securities | — | — | $25K | 0.1% | |
| Fidelity International Discovery Fund 491 shares | Other securities | — | — | $24K | 0.1% | |
| Harbor International Fund Institutional Class 433 shares | Other securities | — | — | $19K | <0.1% | |
| Northern Small Cap Value 1,330 shares | Other securities | — | $1K | $17K | <0.1% | |
| Neuberger Berman Genesis Fund Trust Class 236 shares | Other securities | — | — | $15K | <0.1% | |
| Artisan International Fund Institutional Class 306 shares | Other securities | — | — | $8K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
