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 | $306K | — |
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 | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Investments Fidelity Blue Chip Growth K6 Fund |
| — |
| — |
| — |
| $285.5M |
| 21.1% |
| Fidelity Investments Fidelity Freedom Index 2030 Commingled Pool Class T | — | — | — | $141.1M | 10.4% |
| FID FRDM INX 2030 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 080 | Common Collective Trust | — | — | $141.1M | 10.4% |
| Fidelity Investments Fidelity 500 Index Fund | — | — | — | $101.0M | 7.5% |
| FID FRDM INX 2025 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 079 | Common Collective Trust | — | — | $88.9M | 6.6% |
| Fidelity Investments Fidelity Freedom Index 2025 Commingled Pool Class T | — | — | — | $88.9M | 6.6% |
| Fidelity Investments Fidelity Freedom Index 2035 Commingled Pool Class T | — | — | — | $75.4M | 5.6% |
| FID FRDM INX 2035 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 081 | Common Collective Trust | — | — | $75.4M | 5.6% |
| Fidelity Investments Fidelity Freedom Index 2040 Commingled Pool Class T | — | — | — | $72.9M | 5.4% |
| FID FRDM INX 2040 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 082 | Common Collective Trust | — | — | $72.9M | 5.4% |
| * Erie Indemnity Company Erie Indemnity Stock Fund, 404,049 Shares | Common Stocks | — | — | $50.2M | 3.7% |
| Money Market Fund * Fidelity Investments Fidelity Investments Money Market Government Portfolio - Institutional Class | — | — | — | $49.2M | 3.6% |
| Fidelity Investments Fidelity Puritan Fund Class K | — | — | — | $48.4M | 3.6% |
| Fidelity Investments Fidelity Freedom Index 2045 Commingled Pool Class T | — | — | — | $47.4M | 3.5% |
| FID FRDM INX 2045 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 083 | Common Collective Trust | — | — | $47.4M | 3.5% |
| Self-Directed Brokerage Account * Fidelity Investments Fidelity BrokerageLink Fund | — | — | — | $46.6M | 3.4% |
| Fidelity Investments Fidelity Freedom Index 2050 Commingled Pool Class T | — | — | — | $41.5M | 3.1% |
| FID FRDM INX 2050 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 084 | Common Collective Trust | — | — | $41.5M | 3.1% |
| MFS Value Fund R6 | — | — | — | $31.5M | 2.3% |
| Fidelity Investments Fidelity Freedom Index 2055 Commingled Pool Class T | — | — | — | $31.0M | 2.3% |
| FID FRDM INX 2055 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 112 | Common Collective Trust | — | — | $31.0M | 2.3% |
| Neuberger Berman Neuberger Berman Genesis Fund Class R6 | — | — | — | $30.5M | 2.3% |
| Fidelity Investments Fidelity Diversified International Fund K6 Fund | — | — | — | $26.6M | 2.0% |
| Fidelity Investments Fidelity U.S. Bond Index Fund | — | — | — | $25.7M | 1.9% |
| Fidelity Investments Fidelity Freedom Index 2020 Commingled Pool Class T | — | — | — | $19.8M | 1.5% |
| FID FRDM INX 2020 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 078 | Common Collective Trust | — | — | $19.8M | 1.5% |
| Baird Funds, Inc. Baird MidCap Fund Institutional Class | Mutual Funds | — | — | $18.7M | 1.4% |
| Fidelity Investments Fidelity Small Cap Index Fund | — | — | — | $17.9M | 1.3% |
| Victory Funds Victory Sycamore Established Value Fund Class R6 | — | — | — | $17.7M | 1.3% |
| Collective Trusts * Fidelity Investments Fidelity Managed Income Portfolio Class 2 | — | — | — | $17.5M | 1.3% |
| Fidelity Investments Fidelity Freedom Index 2060 Commingled Pool Class T | — | — | — | $17.1M | 1.3% |
| FID FRDM INX 2060 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 146 | Common Collective Trust | — | — | $17.1M | 1.3% |
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $16.4M | 1.2% |
| Fidelity Investments Fidelity International Index Fund | — | — | — | $11.5M | 0.8% |
| Fidelity Investments Fidelity Mid Cap Index Fund | — | — | — | $9.6M | 0.7% |
| Fidelity Investments Fidelity Freedom Index 2015 Commingled Pool Class T | — | — | — | $6.6M | 0.5% |
| FID FRDM INX 2015 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 077 | Common Collective Trust | — | — | $6.6M | 0.5% |
| Baird Funds, Inc. Baird Core Plus Bond Fund Class Institutional | — | — | — | $6.2M | 0.5% |
| Fidelity Investments Fidelity Freedom Index Income Commigled Pool Class T | — | — | — | $5.7M | 0.4% |
| FID FRDM INX INC T FIAM TRUST COMPANY · EIN 20-4659714 / PN 074 | Common Collective Trust | — | — | $5.7M | 0.4% |
| Notes Receivable from Participants * Participant Loans Various maturity dates through December 2029; interest rates from 4.25% to 9.50% - | Participant loans | — | — | $5.1M | 0.4% |
| Fidelity Investments Fidelity Freedom Index 2065 Commingled Pool Class T | — | — | — | $4.3M | 0.3% |
| FID FRDM INX 2065 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 169 | Common Collective Trust | — | — | $4.3M | 0.3% |
| Fidelity Investments Fidelity Freedom Index 2010 Commingled Pool Class T | — | — | — | $2.3M | 0.2% |
| FID FRDM INX 2010 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 076 | Common Collective Trust | — | — | $2.3M | 0.2% |
| Fidelity Investments Fidelity Freedom Index 2070 Commingled Pool Class T | — | — | — | $132K | <0.1% |
| FID FRDM INX 2070 T FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 219 | Common Collective Trust | — | — | $132K | <0.1% |
| FID FRDM INX 2005 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 075 | Common Collective Trust | — | — | $0 | <0.1% |
