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 | $2K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | Other securities | — | — | $2.1M | 16.8% | |
| Fidelity Freedom 2040 Fund | Other securities | — | — | $1.3M | 11.0% | |
| Fidelity Freedom 2050 Fund | Other securities | — | — | $1.2M | 10.1% | |
| Fidelity Freedom 2030 Fund | Other securities | — | — | $1.2M | 9.5% | |
| Fidelity Freedom 2025 Fund | Other securities | — | — | $1.0M | 8.4% | |
| Fidelity Freedom 2045 Fund | Other securities | — | — | $713K | 5.8% | |
| Fidelity Freedom 2055 Fund | Other securities | — | — | $686K | 5.6% | |
| Fidelity New Insights Fund | Other securities | — | — | $666K | 5.4% | |
| Fidelity Freedom 2035 Fund | Other securities | — | — | $551K | 4.5% | |
| PIMCO Total Return Fund | Other securities | — | — | $540K | 4.4% | |
| Fidelity Freedom 2060 Fund | Other securities | — | — | $295K | 2.4% | |
| Fidelity Freedom 2020 Fund | Other securities | — | — | $289K | 2.4% | |
| BlackRock Equity Dividend Fund | Other securities | — | — | $272K | 2.2% | |
| Fidelity Freedom 2065 Fund | Other securities | — | — | $234K | 1.9% | |
| Participant Notes Receivable Interest Rates 5.25% - 10.50% - | Bonds / Notes | — | — | $216K | 1.8% | |
| Fidelity Small Cap Index Fund | Other securities | — | — | $183K | 1.5% | |
| Victory Sycamore Established Value Fund | Other securities | — | — | $117K | 1.0% | |
| Fidelity Stock Selector Mid Cap Fund | Other securities | — | — | $92K | 0.7% | |
| Fidelity Freedom 2015 Fund | Other securities | — | — | $85K | 0.7% | |
| Janus Henderson Balanced Fund | Other securities | — | — | $85K | 0.7% | |
| Fidelity Government Money Market Fund $ | Cash / Money Market | — | — | $77K | 0.6% | |
| iShares MSCI EAFE Intl Index Fund | Other securities | — | — | $63K | 0.5% | |
| Fidelity Inflation-Protected Bond Index Fund | Other securities | — | — | $56K | 0.5% | |
| Invesco Developing Markets Fund | Other securities | — | — | $45K | 0.4% | |
| Fidelity Mid Cap Index Fund | Other securities | — | — | $44K | 0.4% | |
| Janus Henderson Triton Fund | Other securities | — | — | $20K | 0.2% | |
| Lord Abbett Short Duration Income Fund | Other securities | — | — | $19K | 0.2% | |
| BlackRock High Yield Bond Portfolio | Other securities | — | — | $17K | 0.1% | |
| PIMCO StocksPLUS Small Fund Instl | Other securities | — | — | $16K | 0.1% | |
| Fidelity Freedom 2010 Fund | Other securities | — | — | $13K | 0.1% | |
| Fidelity Freedom Income Fund | Other securities | — | — | $10K | <0.1% | |
| BNY Mellon Natural Resources Fund | Other securities | — | — | $7K | <0.1% | |
| Templeton Foreign Fund | Other securities | — | — | $5K | <0.1% | |
| JP Morgan JP Morgan Government Bond | U.S. Treasuries | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
