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 | $45K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $22K | — |
| 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 | |||||
|---|---|---|---|---|---|---|
| Fidelity Management Trust Company Fidelity 500 Index Inst Fund | Common Collective Trusts | — | — | $6.6M | 26.6% | |
| Fidelity Institutional Asset Management Trust Company Index Target Date 2035 | Mutual Funds | — | — | $3.4M | 13.4% | |
| FID FRDM INX 2035 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 081 | Common Collective Trust | — | — | $3.4M | 13.4% | |
| Fidelity Institutional Asset Management Trust Company Index Target Date 2025 | Mutual Funds | — | — | $2.9M | 11.5% | |
| FID FRDM INX 2025 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 079 | Common Collective Trust | — | — | $2.9M | 11.5% | |
| Baird Core Plus Inst | Other securities | — | — | $2.5M | 9.9% | |
| Fidelity Institutional Asset Management Trust Company Index Target Date 2045 | Mutual Funds | — | — | $1.8M | 7.1% | |
| FID FRDM INX 2045 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 083 | Common Collective Trust | — | — | $1.8M | 7.1% | |
| Fidelity Management Trust Company Mid Cap Index | Mutual Funds | — | — | $1.5M | 5.9% | |
| Guaranteed Income Fund (at contract Empower Annuity Insurance Company of America value) | Common Stocks | — | — | $1.3M | 5.3% | |
| Fidelity Management Trust Company International Index | Mutual Funds | — | — | $1.2M | 4.8% | |
| Dimensional Fund Advisors U.S. Portfolio Institutional Class | Mutual Funds | — | — | $1.0M | 4.1% | |
| Fidelity Institutional Asset Management Trust Company Index Target Date 2055 | Mutual Funds | — | — | $671K | 2.7% | |
| FID FRDM INX 2055 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 112 | Common Collective Trust | — | — | $671K | 2.7% | |
| Fidelity Institutional Asset Management Trust Company Index Target Date 2015 | Mutual Funds | — | — | $485K | 1.9% | |
| FID FRDM INX 2015 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 077 | Common Collective Trust | — | — | $485K | 1.9% | |
| Dodge and Cox Balanced Fund | Mutual Funds | — | — | $457K | 1.8% | |
| JP Morgan Emerging Markets Equity | Other securities | — | — | $448K | 1.8% | |
| Fidelity Management Trust Company Government Money Market Fund | Mutual Funds | — | — | $279K | 1.1% | |
| Fidelity Institutional Asset Management Trust Company Index Target Date Income | Mutual Funds | — | — | $248K | 1.0% | |
| FID FRDM INX INC T FIAM TRUST COMPANY · EIN 20-4659714 / PN 074 | Common Collective Trust | — | — | $248K | 1.0% | |
| Ariel International Inst | Other securities | — | — | $113K | 0.5% | |
| PIMCO All Asset Fund Institutional Class | Mutual Funds | — | — | $67K | 0.3% | |
| Fidelity Institutional Asset Management Trust Company Index Target Date 2065 | Mutual Funds | — | — | $36K | 0.1% | |
| FID FRDM INX 2065 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 169 | Common Collective Trust | — | — | $36K | 0.1% | |
| Participant Loans – Various Participants December 2029) | Participant loans | — | — | $19K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
