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 | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAMBRIDGE INVESTMENT RESEARCH | 42-1445429 | — | ADVISOR | $0 | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| T. Rowe Price Retirement 2035 R Registered Investment Company | Other securities | — | — | $2.3M | 27.1% | |
| T. Rowe Price Retirement 2030 R Registered Investment Company | Other securities | — | — | $1.8M | 21.0% | |
| T. Rowe Price Retirement 2045 R Registered Investment Company | Other securities | — | — | $555K | 6.4% | |
| T. Rowe Price Retirement 2050 R Registered Investment Company | Other securities | — | — | $553K | 6.4% | |
| Fidelity 500 Index Registered Investment Company | Other securities | — | — | $521K | 6.0% | |
| Fidelity Government Money Market Fund Registered Investment Company | Cash / Money Market | — | — | $517K | 6.0% | |
| T. Rowe Price Retirement 2040 R Registered Investment Company | Other securities | — | — | $319K | 3.7% | |
| Victory Sycamore Established Value R Registered Investment Company | Other securities | — | — | $298K | 3.5% | |
| Fidelity Advisor New Insights M Registered Investment Company | Other securities | — | — | $187K | 2.2% | |
| T. Rowe Price Retirement 2020 R Registered Investment Company | Other securities | — | — | $180K | 2.1% | |
| T. Rowe Price Retirement 2055 R Registered Investment Company | Other securities | — | — | $159K | 1.8% | |
| T. Rowe Price Retirement 2025 R Registered Investment Company | Other securities | — | — | $115K | 1.3% | |
| Participant Notes Receivable Loans (4.25% - 9.50%) - 0 - | Bonds / Notes | — | — | $111K | 1.3% | |
| Fidelity Advisor Small Cap Growth I Registered Investment Company | Other securities | — | — | $102K | 1.2% | |
| Fidelity Mid Cap Index Registered Investment Company | Other securities | — | — | $93K | 1.1% | |
| American Funds The Bond Fund of America Registered Investment Company | Other securities | — | — | $92K | 1.1% | |
| T. Rowe Price Retirement 2060 R Registered Investment Company | Other securities | — | — | $89K | 1.0% | |
| Goldman Sachs Growth Opportunities R Registered Investment Company | Other securities | — | — | $61K | 0.7% | |
| Fidelity Advisor Strategic Income M Registered Investment Company | Other securities | — | — | $42K | 0.5% | |
| Fidelity Small Cap Index Registered Investment Company | Other securities | — | — | $29K | 0.3% | |
| Franklin Income R Registered Investment Company | Other securities | — | — | $26K | 0.3% | |
| Goldman Sachs International Eq ESG R Registered Investment Company | Other securities | — | — | $24K | 0.3% | |
| Fidelity Advisor Small Cap Value I Registered Investment Company | Other securities | — | — | $22K | 0.3% | |
| T. Rowe Price Retirement 2015 R Registered Investment Company | Other securities | — | — | $16K | 0.2% | |
| Putnam Large Cap Value Fund Registered Investment Company | Other securities | — | — | $16K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
