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 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILLIAM BLAIR & CO. | 36-2214610 | — | ADVISOR | $55K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Freedom 2045 | Other securities | — | — | $3.0M | 20.7% | |
| Fidelity Freedom 2050 | Other securities | — | — | $2.3M | 15.9% | |
| Fidelity 500 Index | Other securities | — | — | $2.0M | 13.6% | |
| Fidelity Freedom 2055 | Other securities | — | — | $1.3M | 8.8% | |
| Fidelity Freedom 2040 | Other securities | — | — | $1.3M | 8.6% | |
| Fidelity Freedom 2035 | Other securities | — | — | $1.1M | 7.6% | |
| Fidelity Freedom 2060 | Other securities | — | — | $1.0M | 7.1% | |
| Fidelity Blue Chip Growth | Other securities | — | — | $639K | 4.4% | |
| Fidelity Freedom 2030 | Other securities | — | — | $323K | 2.2% | |
| MFS Mid Cap Growth | Other securities | — | — | $241K | 1.6% | |
| Fidelity Small Cap Index | Other securities | — | — | $217K | 1.5% | |
| Fidelity Freedom 2065 | Other securities | — | — | $201K | 1.4% | |
| Fidelity Mid Cap Index | Other securities | — | — | $189K | 1.3% | |
| Fidelity Government Money Market | Cash / Money Market | — | — | $108K | 0.7% | |
| Fidelity Global ex U.S. Index Fund | Other securities | — | — | $104K | 0.7% | |
| Fidelity Total Bond Fund | Other securities | — | — | $89K | 0.6% | |
| Fidelity U.S. Bond Index | Other securities | — | — | $75K | 0.5% | |
| Participants Participant loans with interest rates of 10.50% $- | Bonds / Notes | — | — | $67K | 0.5% | |
| American Funds American Mutual Fund | Other securities | — | — | $61K | 0.4% | |
| RBC Emerging Markets Equity | Other securities | — | — | $51K | 0.3% | |
| American Century Mid Cap Value Fund | Other securities | — | — | $49K | 0.3% | |
| Janus Henderson Janus Henderson Triton | Other securities | — | — | $45K | 0.3% | |
| Fidelity Inflation-Protected Bond Index | Other securities | — | — | $39K | 0.3% | |
| Allspring Special Small Cap Value Fund | Other securities | — | — | $36K | 0.2% | |
| Cohen & Steers Realty Shares Fund | Other securities | — | — | $22K | 0.2% | |
| MFS Massachusetts Investors Trust | Other securities | — | — | $16K | 0.1% | |
| Fidelity International Capital Appreciation Fund | Other securities | — | — | $16K | 0.1% | |
| JPMorgan Government Bond Fund | U.S. Treasuries | — | — | $7K | <0.1% | |
| Fidelity Freedom 2025 | Other securities | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
