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 | $225 | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
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 | |||||
|---|---|---|---|---|---|---|
| s * Fidelity Investments Total Market Index | Mutual Funds | — | — | $4.5M | 10.9% | |
| Fidelity Investments Contrafund K | Other securities | — | — | $3.4M | 8.3% | |
| Fidelity Investments Freedom 2020 K | Other securities | — | — | $2.8M | 6.7% | |
| Fidelity Investments Blue Chip Growth K | Other securities | — | — | $2.4M | 5.9% | |
| Fidelity Investments Balanced K | Other securities | — | — | $2.4M | 5.9% | |
| Fidelity Investments Freedom 2040 K | Other securities | — | — | $2.1M | 5.0% | |
| Amana Income Inst | Other securities | — | — | $1.9M | 4.7% | |
| Fidelity Investments Low Priced Stock | Other securities | — | — | $1.9M | 4.7% | |
| Fidelity Investments Freedom 2025 K | Other securities | — | — | $1.9M | 4.6% | |
| Interest bearing cash * Fidelity Investments Money Market Fund | Cash / Money Market | — | — | $1.9M | 4.5% | |
| Fidelity Investments Freedom 2055 K | Other securities | — | — | $1.8M | 4.4% | |
| Fidelity Investments 500 Index | Other securities | — | — | $1.7M | 4.2% | |
| Fidelity Investments Freedom 2030 K | Other securities | — | — | $1.6M | 4.0% | |
| Fidelity Investments Freedom 2050 K | Other securities | — | — | $1.6M | 3.9% | |
| Fidelity Investments Freedom 2045 K | Other securities | — | — | $1.2M | 3.0% | |
| Fidelity Investments Puritan K | Other securities | — | — | $1.1M | 2.7% | |
| Amana Growth Inst | Other securities | — | — | $1.1M | 2.7% | |
| Fidelity Investments Freedom 2060 K | Other securities | — | — | $964K | 2.3% | |
| Fidelity Investments Freedom 2035 K | Other securities | — | — | $860K | 2.1% | |
| Fidelity Investments Mid Cap Stock | Other securities | — | — | $841K | 2.0% | |
| Fidelity Investments Capital and Income | Other securities | — | — | $570K | 1.4% | |
| Fidelity Investments Small Cap Stock | Other securities | — | — | $427K | 1.0% | |
| Fidelity Investments International Capital Appreciation K6 | Other securities | — | — | $390K | 0.9% | |
| Fidelity Investments Freedom 2065 K | Other securities | — | — | $309K | 0.8% | |
| Fidelity Investments Select Software | Other securities | — | — | $232K | 0.6% | |
| MFS Investments Value R3 | Other securities | — | — | $122K | 0.3% | |
| Fidelity Investments Select Healthcare | Other securities | — | — | $83K | 0.2% | |
| Fidelity Investments Emerging Markets K | Other securities | — | — | $73K | 0.2% | |
| Fidelity Investments Select Technology | Other securities | — | — | $56K | 0.1% | |
| Fidelity Investments Freedom Income K | Other securities | — | — | $47K | 0.1% | |
| WCM INTL Small Cap Growth IS | Other securities | — | — | $46K | 0.1% | |
| Fidelity Investments Total Bond K6 | Other securities | — | — | $45K | 0.1% | |
| Fidelity Investments Select Pharmaceutical | Other securities | — | — | $37K | <0.1% | |
| Virtus Ceredex Mid Cap Value Equity I | Other securities | — | — | $34K | <0.1% | |
| Fidelity Investments Select Hth Care Services | Other securities | — | — | $31K | <0.1% | |
| Fidelity Investments Financials | Other securities | — | — | $30K | <0.1% | |
| Fidelity Investments Freedom 2015 K | Other securities | — | — | $23K | <0.1% | |
| Fidelity Investments Asset Manager 50% | Other securities | — | — | $16K | <0.1% | |
| Fidelity Investments Select Materials | Other securities | — | — | $12K | <0.1% | |
| Fidelity Investments Select Chemicals | Other securities | — | — | $12K | <0.1% | |
| Fidelity Investments Select Wireless | Other securities | — | — | $11K | <0.1% | |
| Fidelity Investments Select Leisure | Other securities | — | — | $10K | <0.1% | |
| Fidelity Investments Freedom 2065 K | Other securities | — | — | $7K | <0.1% | |
| Fidelity Investments Select Energy | Other securities | — | — | $6K | <0.1% | |
| Fidelity Investments Freedom 2010 K | Other securities | — | — | $5K | <0.1% | |
| Fidelity Investments Select Gold | Other securities | — | — | $4K | <0.1% | |
| Collective Trust * Fidelity Investments Managed Income Portfolio | Common Collective Trusts | — | — | $1K | <0.1% | |
| MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
