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 | $200 | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Freedom 2035 Fund Class K | Other securities | — | — | $4.7M | 19.5% | |
| Fidelity Freedom 2025 Fund Class K | Other securities | — | — | $3.4M | 14.0% | |
| Fidelity Freedom 2030 Fund Class K | Other securities | — | — | $3.0M | 12.5% | |
| Fidelity Freedom 2045 Fund Class K | Other securities | — | — | $2.3M | 9.7% | |
| Fidelity Freedom 2050 Fund Class K | Other securities | — | — | $2.0M | 8.4% | |
| Fidelity Freedom 2040 Fund Class K | Other securities | — | — | $1.5M | 6.4% | |
| Fidelity Money market fund - Fidelity Government Market K6 | Cash / Money Market | — | — | $1.5M | 6.3% | |
| Fidelity 500 Index Fund | Other securities | — | — | $1.1M | 4.6% | |
| Fidelity Contrafund Fund Class K | Other securities | — | — | $780K | 3.2% | |
| Fidelity Small Cap Growth Fund | Other securities | — | — | $557K | 2.3% | |
| Fidelity Low-Priced Stock Fund Class K | Other securities | — | — | $358K | 1.5% | |
| Fidelity Freedom 2055 Fund Class K | Other securities | — | — | $339K | 1.4% | |
| PIMCO Total Return Administrative Class | Other securities | — | — | $259K | 1.1% | |
| Fidelity Freedom 2060 Fund Class K | Other securities | — | — | $251K | 1.0% | |
| Fidelity Freedom 2020 Fund Class K | Other securities | — | — | $245K | 1.0% | |
| Fidelity Balanced Fund Class K | Other securities | — | — | $238K | 1.0% | |
| Oakmark Equity and Income Fund Investor Class | Other securities | — | — | $213K | 0.9% | |
| Fidelity International Index Fund | Other securities | — | — | $203K | 0.8% | |
| Fidelity Extended Market Index Fund | Other securities | — | — | $171K | 0.7% | |
| Fidelity International Discovery Fund Class K | Other securities | — | — | $148K | 0.6% | |
| Principal Small Cap R5 | Other securities | — | — | $137K | 0.6% | |
| Morgan Stanley MFS Mid Cap Growth Fund Class R3 | Other securities | — | — | $135K | 0.6% | |
| Invesco Diversified Dividend Fund R5 Class | Other securities | — | — | $115K | 0.5% | |
| Fidelity Self-directed brokerage accounts - Fidelity - Brokerage Link | Other securities | — | — | $104K | 0.4% | |
| Fidelity Freedom 2015 Fund Class K | Other securities | — | — | $101K | 0.4% | |
| Columbia Small Cap Value II S | Other securities | — | — | $66K | 0.3% | |
| Fidelity Freedom 2065 Fund Class K | Other securities | — | — | $39K | 0.2% | |
| Fidelity Freedom Income Fund Class K | Other securities | — | — | $19K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
