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 | -$102K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $16K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | Other securities | — | — | $9.1M | 13.1% | |
| Fidelity Freedom 2035 Fund Class K | Other securities | — | — | $7.4M | 10.6% | |
| Fidelity Contrafund Fund Class K | Other securities | — | — | $6.2M | 8.9% | |
| Fidelity Freedom 2040 Fund Class K | Other securities | — | — | $5.0M | 7.3% | |
| Fidelity Freedom 2025 Fund Class K | Other securities | — | — | $4.3M | 6.1% | |
| Fidelity Freedom 2050 Fund Class K | Other securities | — | — | $4.0M | 5.8% | |
| Fidelity Blue Chip Growth Fund Class K | Other securities | — | — | $3.9M | 5.7% | |
| Fidelity Freedom 2030 Fund Class K | Other securities | — | — | $3.8M | 5.4% | |
| Fidelity Government Money Market Premium Fund | Cash / Money Market | — | — | $2.5M | 3.6% | |
| Fidelity Freedom 2055 Fund Class K | Other securities | — | — | $2.3M | 3.3% | |
| Fidelity Overseas Fund Class K | Other securities | — | — | $2.0M | 2.9% | |
| Fidelity Low-Priced Stock Fund Class K | Other securities | — | — | $1.8M | 2.6% | |
| Fidelity Freedom 2045 Fund Class K | Other securities | — | — | $1.6M | 2.3% | |
| T. RowePrice T. RowePrice Dividend Growth Fund | Other securities | — | — | $1.4M | 2.0% | |
| Fidelity Total Bond Fund | Other securities | — | — | $1.4M | 2.0% | |
| Fidelity Government Money Market Fund | Cash / Money Market | — | — | $1.2M | 1.7% | |
| Fidelity Small Cap Growth Fund | Other securities | — | — | $1.1M | 1.6% | |
| Fidelity Global Ex U.S. Index Fund | Other securities | — | — | $1.1M | 1.6% | |
| Fidelity Emerging Markets Fund | Other securities | — | — | $1.1M | 1.6% | |
| Fidelity U.S. Bond Index Fund | Other securities | — | — | $653K | 0.9% | |
| Allspring Global Allspring Special Mid Cap Value Fund | Other securities | — | — | $638K | 0.9% | |
| MFS Mid Cap Growth Fund Class R4 | Other securities | — | — | $633K | 0.9% | |
| Fidelity Extended Market Index Fund | Other securities | — | — | $555K | 0.8% | |
| Fidelity Balanced Fund Class K | Other securities | — | — | $500K | 0.7% | |
| Fidelity Value Discovery Fund Class K | Other securities | — | — | $493K | 0.7% | |
| Fidelity Freedom 2060 Fund Class K | Other securities | — | — | $464K | 0.7% | |
| Fidelity Freedom 2020 Fund Class K | Other securities | — | — | $281K | 0.4% | |
| Participant Loans 4.25% - 9.50% - 0 - | Bonds / Notes | — | — | $248K | 0.4% | |
| Northern Trust Northern Trust Small Cap Core Fund | Other securities | — | — | $230K | 0.3% | |
| Allspring Global Allspring Special Small Cap Value Fund | Other securities | — | — | $221K | 0.3% | |
| Fidelity Freedom 2065 Fund Class K | Other securities | — | — | $141K | 0.2% | |
| American Funds AF American Mutual Fund Class R5 | Other securities | — | — | $106K | 0.2% | |
| Brokerage account BrokerageLink® accounts | Other securities | — | — | $87K | 0.1% | |
| Fidelity Inflation-Protected Bond Index Fund | Other securities | — | — | $84K | 0.1% | |
| Fidelity Freedom 2010 Fund Class K | Other securities | — | — | $70K | 0.1% | |
| Fidelity Freedom Inc Fund | Common Stock | — | — | $22K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
