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 | $74K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $14K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Investments Fid Freedom 2030 K6 | Other securities | — | — | $14.9M | 18.7% | |
| Fidelity Investments Fid Freedom 2025 K6 | Other securities | — | — | $11.5M | 14.5% | |
| Fidelity Investments Fid Freedom 2035 K6 | Other securities | — | — | $7.7M | 9.6% | |
| Fidelity Investments Fid 500 Index | Other securities | — | — | $6.2M | 7.7% | |
| American Funds AF Growth Fund Amer R6 | Other securities | — | — | $4.8M | 6.0% | |
| Fidelity Investments Fid Freedom 2040 K6 | Other securities | — | — | $4.7M | 5.8% | |
| Vanguard Vang Treasury MM | Other securities | — | — | $4.2M | 5.3% | |
| American Funds AF New Perspect R6 | Other securities | — | — | $3.1M | 3.8% | |
| Fidelity Investments Fid Freedom 2045 K6 | Other securities | — | — | $2.4M | 3.0% | |
| Wells Fargo AS Core Bond R6 | Other securities | — | — | $1.8M | 2.3% | |
| Registered Investment Companies American Funds AF Balanced R6 | Other securities | — | — | $1.8M | 2.3% | |
| Fidelity Investments Fid Freedom INC K6 | Common Stock | — | — | $1.8M | 2.2% | |
| Fidelity Investments Fid Freedom 2020 K6 | Other securities | — | — | $1.7M | 2.1% | |
| Fidelity Investments Fid Freedom 2050 K6 | Other securities | — | — | $1.7M | 2.1% | |
| American Century Investments Am Cent Heritage R6 | Other securities | — | — | $1.5M | 1.9% | |
| Royce Opportunity Fund Royce Opportunity IS | Other securities | — | — | $1.5M | 1.8% | |
| Fidelity Investments Fid Freedom 2055 K6 | Other securities | — | — | $1.2M | 1.5% | |
| Participant Loans 4.25% to 9.50% | Bonds / Notes | — | — | $1.2M | 1.4% | |
| Vanguard Vang Midcap Idx Adm | Other securities | — | — | $1.1M | 1.4% | |
| Vanguard Vang Sm Cap Idx Adm | Other securities | — | — | $812K | 1.0% | |
| J.P. Morgan JPM US Value R6 | Other securities | — | — | $707K | 0.9% | |
| Vanguard Vang Tot Intl Stk Ad | Other securities | — | — | $686K | 0.9% | |
| Fidelity Investments Fid Freedom 2060 K6 | Other securities | — | — | $609K | 0.8% | |
| Harbor International Fund Harbor Intl RET | Other securities | — | — | $394K | 0.5% | |
| Fidelity Investments Fid Freedom 2010 K6 | Other securities | — | — | $387K | 0.5% | |
| Fidelity Investments Fid Freedom 2015 K6 | Other securities | — | — | $350K | 0.4% | |
| Fidelity Investments Fid Freedom 2065 K6 | Other securities | — | — | $338K | 0.4% | |
| American Funds AF Income Fd Amer R6 | Other securities | — | — | $47K | <0.1% | |
| Fidelity Investments Fid Govt MMKT | Other securities | — | — | $16K | <0.1% | |
| Fidelity Investments Fid Freedom 2070 K6 | Other securities | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
