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 | $18K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Investments Fidelity 500 Index Fund | Other securities | — | — | $7.7M | 23.7% | |
| Fidelity Investments Fidelity Freedom Index 2035 Fund | Other securities | — | — | $3.3M | 10.2% | |
| Vanguard Treasury Money Market Fund | Cash / Money Market | — | — | $2.9M | 8.9% | |
| Fidelity Investments Fidelity US Bond Index Fund | Other securities | — | — | $1.5M | 4.7% | |
| JP Morgan JPMorgan Large Capital Growth Fund | Other securities | — | — | $1.3M | 3.9% | |
| Fidelity Investments Fidelity Growth Strategies Fund Class K | Other securities | — | — | $1.2M | 3.6% | |
| Fidelity Investments Fidelity Freedom Index 2045 Fund | Other securities | — | — | $1.1M | 3.4% | |
| Fidelity Investments Fidelity Freedom Index 2040 Fund | Other securities | — | — | $1.1M | 3.4% | |
| Fidelity Investments Fidelity Mid Cap Index Fund | Other securities | — | — | $1.1M | 3.3% | |
| Fidelity Investments Fidelity Capital & Income Fund | Other securities | — | — | $1.1M | 3.3% | |
| Fidelity Investments Fidelity Inflation-Protected Bond Index Fund | Other securities | — | — | $806K | 2.5% | |
| Fidelity Investments Fidelity Freedom Index 2025 Fund | Other securities | — | — | $791K | 2.4% | |
| JP Morgan JPMorgan U.S. Value Fund Class R6 | Other securities | — | — | $782K | 2.4% | |
| Fidelity Investments Fidelity Freedom Index 2055 Fund | Other securities | — | — | $769K | 2.4% | |
| Fidelity Investments Fidelity Freedom Index 2050 Fund | Other securities | — | — | $724K | 2.2% | |
| Fidelity Investments Fidelity International Index Fund | Other securities | — | — | $717K | 2.2% | |
| Fidelity Investments Fidelity Short-Term Treasury Bond Index Fund | U.S. Treasuries | — | — | $685K | 2.1% | |
| Fidelity Investments Fidelity Freedom Index 2015 Fund | Other securities | — | — | $621K | 1.9% | |
| Fidelity Investments Fidelity Freedom Index 2030 Fund | Other securities | — | — | $580K | 1.8% | |
| Ivy Investments Delaware Ivy Systematic Emerging Markets Equity Fund | Other securities | — | — | $520K | 1.6% | |
| American Funds American Funds Growth and Income Portfolio | Other securities | — | — | $440K | 1.4% | |
| American Century American Century Investments Mid Cap Value Fund | Other securities | — | — | $423K | 1.3% | |
| Fidelity Investments Fidelity Small Cap Value Fund | Other securities | — | — | $421K | 1.3% | |
| Fidelity Investments Fidelity Real Estate Investment Portfolio | Other securities | — | — | $388K | 1.2% | |
| PIMCO Diversified Incomes Fund | Other securities | — | — | $369K | 1.1% | |
| Fidelity Investments Fidelity International Value Fund | Other securities | — | — | $364K | 1.1% | |
| Fidelity Investments Fidelity Freedom Index 2060 Fund | Other securities | — | — | $104K | 0.3% | |
| Fidelity Investments Fidelity Freedom Index Income Fund | Other securities | — | — | $100K | 0.3% | |
| Participants Participant loans with interest rates of 4.50% to 8.50%, maturity through December 2027 | Bonds / Notes | — | — | $64K | 0.2% | |
| Fidelity Investments Fidelity Freedom Index 2020 Fund | Other securities | — | — | $39K | 0.1% | |
| Fidelity Investments Fidelity Freedom Index 2065 Fund | Other securities | — | — | $13K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.