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 | |||||
|---|---|---|---|---|---|---|
| * Lakeland Financial Common Stock Corporation 584,569 shares # | Common Stocks | — | — | $40.2M | 32.8% | |
| Fidelity Investments Fidelity Spartan 500 Index Advantage Fund 61,442 shares # | Other securities | — | — | $12.5M | 10.2% | |
| Fidelity Investments Fidelity Contrafund K 540,808 shares # | Other securities | — | — | $11.4M | 9.3% | |
| Fidelity Investments Fidelity Freedom 2040 K6 523,588 shares # | Other securities | — | — | $6.0M | 4.9% | |
| Fidelity Investments Fidelity Freedom 2030 K6 324,770 shares # | Other securities | — | — | $5.7M | 4.6% | |
| Fidelity Investments Fidelity Freedom 2035 K6 320,620 shares # | Other securities | — | — | $5.0M | 4.1% | |
| Fidelity Investments Fidelity Freedom 2025 K6 299,818 shares # | Other securities | — | — | $4.1M | 3.3% | |
| Fidelity Investments Fidelity Retirement Money Market Fund 3,943,090 shares # | Cash / Money Market | — | — | $3.9M | 3.2% | |
| Fidelity Investments Fidelity Freedom 2050 K6 263,669 shares # | Other securities | — | — | $3.6M | 2.9% | |
| Artisan Partners Artisan Mid-Cap Fund 99,113 shares # | Mutual Funds | — | — | $3.4M | 2.7% | |
| Fidelity Investments Fidelity Freedom 2055 K6 191,214 shares # | Other securities | — | — | $3.0M | 2.5% | |
| Fidelity Investments Fidelity Freedom 2045 K6 224,210 shares # | Other securities | — | — | $3.0M | 2.5% | |
| Victory Sycamore Victory Sycamore Established Value Fund 53,950 shares # | Other securities | — | — | $2.5M | 2.0% | |
| Fidelity Investments Fidelity Spartan US Bond Index Fund 223,678 shares # | Other securities | — | — | $2.3M | 1.9% | |
| Massachusetts Financial MFS Value Fund R3 Services 43,800 shares # | Other securities | — | — | $2.1M | 1.7% | |
| Fidelity Investments Fidelity Freedom 2060 K6 136,236 shares # | Other securities | — | — | $2.0M | 1.6% | |
| Massachusetts Financial MFS New Discovery Value Fund R4 Services 100,083 shares # | Other securities | — | — | $1.8M | 1.5% | |
| Fidelity Investments Fidelity Diversified International Fund K6 124,356 shares # | Other securities | — | — | $1.8M | 1.4% | |
| T. Rowe Price T. Rowe Price QM Small-Cap Growth Equity Fund 35,690 shares # | Other securities | — | — | $1.5M | 1.2% | |
| Fidelity Investments Fidelity Mid-Cap Index Fund 32,315 shares # | Other securities | — | — | $1.1M | 0.9% | |
| Fidelity Investments Fidelity Freedom 2065 K6 76,998 shares # | Other securities | — | — | $1.0M | 0.8% | |
| Baird Services Baird Core Plus Bond Fund Institutional Class 40 shares # 396 Baird Services Baird Short-Term Bond Fund Institutional Class 97,380 shares # | Other securities | — | — | $921K | 0.8% | |
| Fidelity Investments Fidelity Freedom 2020 K6 59,979 shares # | Other securities | — | — | $857K | 0.7% | |
| Fidelity Investments Fidelity Spartan Emerging Markets Index Fund 59,448 shares # | Other securities | — | — | $622K | 0.5% | |
| Fidelity Investments Fidelity Freedom Income Fund K6 36,608 shares # | Other securities | — | — | $385K | 0.3% | |
| Fidelity Investments Fidelity Small-Cap Index Fund 11,366 shares # | Other securities | — | — | $315K | 0.3% | |
| Fidelity Investments Fidelity Freedom 2015 K6 9,107 shares # | Other securities | — | — | $103K | <0.1% | |
| Pacific Investment PIMCO All Asset Fund Institutional Management Class 8,569 shares # | Other securities | — | — | $93K | <0.1% | |
| Fidelity Investments Fidelity Freedom 2010 K6 2,355 shares # | Other securities | — | — | $33K | <0.1% | |
| Fidelity Investments Fidelity International Index Fund 669 shares # | Other securities | — | — | $32K | <0.1% | |
| Fidelity Investments Fidelity Freedom 2070 K6 851 shares # | Other securities | — | — | $9K | <0.1% | |
| Fidelity Investments Fidelity Cash Reserves Fund 3,792 shares # | Cash / Money Market | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
