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 | $24K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2025 Fund | Other securities | — | $203K | $3.8M | 19.4% | |
| Vanguard Total Stock Market Fund | Other securities | — | $13K | $1.8M | 9.1% | |
| Vanguard Target Retirement 2035 Fund | Other securities | — | $54K | $1.3M | 6.7% | |
| Vanguard Balanced Index Fund | Other securities | — | $25K | $1.2M | 6.1% | |
| Fidelity Contrafund | Other securities | — | $55K | $1.2M | 5.9% | |
| Vanguard Target Retirement 2030 Fund | Other securities | — | $29K | $1.1M | 5.5% | |
| Vanguard Target Retirement 2045 Fund | Other securities | — | $32K | $964K | 4.9% | |
| Self-Directed Brokerage Accounts Various | Other securities | — | — | $899K | 4.6% | |
| Fidelity Government Money Market Fund | Cash / Money Market | — | $784K | $784K | 4.0% | |
| Vanguard Target Retirement 2050 Fund | Other securities | — | $15K | $732K | 3.7% | |
| Vanguard Target Retirement 2040 Fund | Other securities | — | $17K | $727K | 3.7% | |
| Vanguard Wellesley Fund | Other securities | — | $10K | $583K | 3.0% | |
| Fidelity 500 Index Fund | Other securities | — | $3K | $545K | 2.8% | |
| Fidelity Overseas Fund | Other securities | — | $8K | $532K | 2.7% | |
| T. Rowe Price Dividend Growth Fund | Other securities | — | $6K | $484K | 2.5% | |
| Vanguard Target Retirement 2055 Fund | Other securities | — | $8K | $444K | 2.3% | |
| Vanguard Target Retirement 2060 Fund | Other securities | — | $8K | $400K | 2.0% | |
| Vanguard Emerging Markets Stock Index Fund | Other securities | — | $11K | $389K | 2.0% | |
| Vanguard Midcap Index Fund | Other securities | — | $1K | $358K | 1.8% | |
| Vanguard Small Cap Index Fund | Other securities | — | $3K | $293K | 1.5% | |
| Vanguard Target Retirement Income Fund | Other securities | — | $21K | $275K | 1.4% | |
| Vanguard Small Cap Value Index Fund | Other securities | — | $3K | $224K | 1.1% | |
| Dodge & Cox Income Fund | Other securities | — | $17K | $212K | 1.1% | |
| Vanguard Short-Term Investment-Grade Fund | Other securities | — | $15K | $152K | 0.8% | |
| Carillon Eagle Mid Cap Growth R6 Fund 843 | Other securities | — | — | $66K | 0.3% | |
| UBS U.S. Small Cap Growth Fund | Other securities | — | $2K | $46K | 0.2% | |
| Vanguard Real Estate Index Fund 216 | Other securities | — | — | $27K | 0.1% | |
| Victory Sycamore Established Value Fund 573 | Other securities | — | — | $26K | 0.1% | |
| ClearBridge Large Cap Value Fund 614 | Other securities | — | — | $24K | 0.1% | |
| Vanguard Target Retirement 2065 Fund 177 | Other securities | — | — | $6K | <0.1% | |
| Vanguard Target Retirement 2070 Fund 129 | 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.
