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 | $25K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALLIANT RETIREMENT SERVICES | 33-0785439 | — | ADVISOR | $33K | — |
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 | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity** Fidelity Freedom Index 2035 Fund Institutional | Other securities | — | — | $2.9M | 23.1% | |
| Fidelity** Fidelity Freedom Index 2025 Fund Institutional | Other securities | — | — | $1.9M | 15.4% | |
| Fidelity** Fidelity Freedom Index 2045 Fund Institutional | Other securities | — | — | $1.4M | 11.0% | |
| Fidelity** Fidelity Freedom Index 2040 Fund Institutional | Other securities | — | — | $981K | 7.8% | |
| Fidelity** Fidelity Freedom Index 2030 Fund Institutional | Other securities | — | — | $922K | 7.4% | |
| Fidelity** Fidelity 500 Index Fund | Other securities | — | — | $895K | 7.1% | |
| Fidelity** Fidelity Freedom Index 2060 Fund Institutional | Other securities | — | — | $676K | 5.4% | |
| Fidelity** Fidelity Freedom Index 2050 Fund Institutional | Other securities | — | — | $477K | 3.8% | |
| Fidelity** Fidelity Freedom Index 2055 Fund Institutional | Other securities | — | — | $461K | 3.7% | |
| Putnam Large Cap Growth Fund Class R6 | Other securities | — | — | $370K | 3.0% | |
| Fidelity** Fidelity Freedom Index 2020 Fund Institutional | Other securities | — | — | $234K | 1.9% | |
| Fidelity** Fidelity U.S. Bond Index Fund | Other securities | — | — | $202K | 1.6% | |
| JPMorgan Mid Cap Growth Fund Class R6 | Other securities | — | — | $185K | 1.5% | |
| Participants** Participant notes receivable bearing interest rates ranging from 0.09 to 10.00 percent - | Other securities | — | — | $152K | 1.2% | |
| Fidelity** Fidelity International Index Fund | Other securities | — | — | $124K | 1.0% | |
| Fidelity** Fidelity Mid Cap Index Fund | Other securities | — | — | $122K | 1.0% | |
| MFS Value Fund Class R6 | Other securities | — | — | $79K | 0.6% | |
| Fidelity** Fidelity Small Cap Index Fund | Other securities | — | — | $63K | 0.5% | |
| Fidelity** Fidelity Freedom Index 2065 Fund Institutional | Other securities | — | — | $55K | 0.4% | |
| MFS Mid Cap Value Fund Class R6 | Other securities | — | — | $53K | 0.4% | |
| PIMCO STABLE INC 1 SEI TRUST COMPANY · EIN 45-4367155 / PN 036 | Common Collective Trust | — | — | $44K | 0.4% | |
| Fidelity** Fidelity Emerging Markets Index Fund | Other securities | — | — | $42K | 0.3% | |
| MFS International Growth Fund Class R6 | Other securities | — | — | $41K | 0.3% | |
| JPMorgan Government Bond Fund Class R6 | U.S. Treasuries | — | — | $37K | 0.3% | |
| Putnam Small Cap Growth Fund Class R6 | Other securities | — | — | $29K | 0.2% | |
| Fidelity** Fidelity Freedom Index Income Fund Institutional | Other securities | — | — | $26K | 0.2% | |
| DFA Inflation-Protected Securities Portfolio | Other securities | — | — | $14K | 0.1% | |
| Allspring Small Company Value Fund Class R6 | Other securities | — | — | $14K | 0.1% | |
| Fidelity** Fidelity Real Estate Index Fund | Other securities | — | — | $9K | <0.1% | |
| John Hancock John Hancock Bond Fund Class R6 | Other securities | — | — | $6K | <0.1% | |
| Fidelity** Fidelity Freedom Index 2070 Fund Institutional * 311 Fidelity** Fidelity Government Money Market Fund Class K6 * 907 PGIM High Yield Fund - Class R6 | Cash / Money Market | — | — | $5K | <0.1% | |
| American Century American Century Multisector Income Fund R6 Class | Other securities | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
