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 | -$3K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds New Perspective R6 165,485 shares | Other securities | — | — | $10.3M | 34.5% | |
| American Fundamental Investors R6 105,004 shares | Other securities | — | — | $8.5M | 28.5% | |
| American Balanced Fund R6 137,558 shares | Other securities | — | — | $4.7M | 15.9% | |
| Fidelity 500 Index 16,814 shares | Other securities | — | — | $3.4M | 11.5% | |
| Vanguard Federal Money Market Fund 1,096,926 shares | Cash / Money Market | — | — | $1.1M | 3.7% | |
| Vanguard Target Date 2030 26,744 shares | Other securities | — | — | $1.0M | 3.4% | |
| Vanguard Target Date 2040 5,793 shares | Other securities | — | — | $250K | 0.8% | |
| American Funds Bond Funds America R6 18,883 shares | Other securities | — | — | $210K | 0.7% | |
| Vanguard Target Date 2025 5,797 shares | Other securities | — | — | $108K | 0.4% | |
| Vanguard Target Date 2065 2,778 shares | Other securities | — | — | $93K | 0.3% | |
| Vanguard Target Date 2060 1,089 shares | Other securities | — | — | $56K | 0.2% | |
| Vanguard Target Date 2020 755 shares | Other securities | — | — | $20K | <0.1% | |
| Vanguard Target Retirement Income 523 shares | Other securities | — | — | $7K | <0.1% | |
| Vanguard Target Date 2055 116 shares | Other securities | — | — | $6K | <0.1% | |
| Vanguard Target Date 2050 108 shares | Other securities | — | — | $5K | <0.1% | |
| Vanguard Target Date 2035 108 shares | Other securities | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
