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 | $450 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Freedom 2035 Fund Mutual fund | Other securities | — | — | $1.2M | 14.7% | |
| Fidelity Freedom 2030 Fund Mutual fund | Other securities | — | — | $1.0M | 11.8% | |
| Fidelity Government Money Market Fund Money market fund | Cash / Money Market | — | — | $720K | 8.5% | |
| Fidelity Freedom 2025 Fund Mutual fund | Other securities | — | — | $708K | 8.4% | |
| Fidelity 500 Index Mutual fund | Other securities | — | — | $678K | 8.0% | |
| Fidelity Freedom 2050 Fund Mutual fund | Other securities | — | — | $583K | 6.9% | |
| Fidelity Contra Fund Mutual fund | Other securities | — | — | $464K | 5.5% | |
| MainStay Large Cap Growth R1 Fund Mutual fund | Other securities | — | — | $418K | 4.9% | |
| Neuberger & Berman Genesis Trust Fund Mutual fund | Common Collective Trusts | — | — | $258K | 3.0% | |
| Fidelity Freedom 2060 Fund Mutual fund | Other securities | — | — | $256K | 3.0% | |
| Baird Core Plus Inst Mutual fund | Other securities | — | — | $235K | 2.8% | |
| Fidelity Freedom 2055 Fund Mutual fund | Other securities | — | — | $208K | 2.5% | |
| Fidelity Freedom 2045 Fund Mutual fund | Other securities | — | — | $202K | 2.4% | |
| Fidelity Freedom 2015 Fund Mutual fund 113 * Fidelity Freedom 2020 Fund Mutual fund | Other securities | — | — | $192K | 2.3% | |
| Fidelity International Discovery Fund Mutual fund | Other securities | — | — | $152K | 1.8% | |
| Fidelity Asset Manager 20% Fund Mutual fund | Other securities | — | — | $134K | 1.6% | |
| Fidelity Low-Priced Stock Fund Mutual fund | Other securities | — | — | $116K | 1.4% | |
| Fidelity Freedom 2040 Fund Mutual fund | Other securities | — | — | $80K | 0.9% | |
| Fidelity Focused Stock Mutual fund | Other securities | — | — | $70K | 0.8% | |
| Fidelity Freedom Income Mutual fund | Other securities | — | — | $67K | 0.8% | |
| Fidelity Government Income Fund Mutual fund | Other securities | — | — | $66K | 0.8% | |
| Artisan Mid Cap Value Investor Fund Mutual fund | Other securities | — | — | $63K | 0.7% | |
| Notes receivable from participants Interest at 6.5%, participant | Bonds / Notes | — | — | $59K | 0.7% | |
| Fidelity Freedom 2065 Fund Mutual fund | Other securities | — | — | $58K | 0.7% | |
| Columbia Acorn International Select S Fund Mutual fund | Other securities | — | — | $54K | 0.6% | |
| Brown Capital Management Small Company Investor Shares Fund Mutual fund | Other securities | — | — | $52K | 0.6% | |
| Putnam Large Cap Value A Fund Mutual fund | Other securities | — | — | $45K | 0.5% | |
| VS Emerging Markets A Fund Mutual fund | Other securities | — | — | $42K | 0.5% | |
| American Century Heritage Inv. Fund Mutual fund | Other securities | — | — | $41K | 0.5% | |
| Oakmark Equity and Income Fund Investor Class Mutual fund | Other securities | — | — | $41K | 0.5% | |
| Fidelity Inflation Protected Bond Fund Mutual fund | Other securities | — | — | $34K | 0.4% | |
| Fidelity Real Estate Income Fund Mutual fund | Other securities | — | — | $27K | 0.3% | |
| Fidelity International Index Fund Mutual fund | Other securities | — | — | $22K | 0.3% | |
| Fidelity Freedom 2010 Fund Mutual fund | Other securities | — | — | $19K | 0.2% | |
| Fidelity Intermediate Treasury Bond Index Fund Mutual fund | U.S. Treasuries | — | — | $19K | 0.2% | |
| Fidelity Small Cap Index Fund - Premium Class Mutual fund | Other securities | — | — | $18K | 0.2% | |
| Fidelity Mid Cap Index Fund - Premium Class Mutual fund | Other securities | — | — | $16K | 0.2% | |
| Fidelity Real Estate Investment Fund Mutual fund | Other securities | — | — | $6K | <0.1% | |
| Invesco Diversified Dividend Fund R5 Mutual fund | Other securities | — | — | $6K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
