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 | $15K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $44K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Growth Company Fund | Other securities | — | — | $20.4M | 14.9% | |
| Fidelity Management Trust Company** Fidelity Contrafund K6 | Other securities | — | — | $9.9M | 7.2% | |
| Fidelity Freedom 2045 Fund Class K | Other securities | — | — | $9.9M | 7.2% | |
| Fidelity Freedom 2040 Fund Class K | Other securities | — | — | $9.4M | 6.9% | |
| Fidelity Total Market Index Fund | Other securities | — | — | $9.2M | 6.7% | |
| Fidelity Freedom 2035 Fund Class K | Other securities | — | — | $8.5M | 6.2% | |
| Fidelity Freedom 2050 Fund Class K | Other securities | — | — | $8.1M | 5.9% | |
| Fidelity Freedom 2030 Fund Class K | Other securities | — | — | $5.9M | 4.3% | |
| Fidelity Freedom 2055 Fund Class K | Other securities | — | — | $5.8M | 4.2% | |
| Fidelity Management Trust Company** Money market fund - Retirement money market portfolio | Cash / Money Market | — | — | $4.8M | 3.5% | |
| Various Self-directed brokerage account investments | Other securities | — | — | $4.7M | 3.4% | |
| Putnam Large Cap Value R6 | Other securities | — | — | $4.5M | 3.3% | |
| Fidelity Freedom 2025 Fund Class K | Other securities | — | — | $4.0M | 2.9% | |
| Fidelity Balanced K6 | Other securities | — | — | $3.0M | 2.2% | |
| Fidelity Freedom 2020 Fund Class K | Other securities | — | — | $2.8M | 2.1% | |
| Fidelity Diversified International Fund | Other securities | — | — | $2.6M | 1.9% | |
| Fidelity International Index Fund | Other securities | — | — | $2.5M | 1.8% | |
| Fidelity Mid-Cap Stock Fund | Other securities | — | — | $2.5M | 1.8% | |
| Fidelity Total Bond K6 | Other securities | — | — | $2.1M | 1.5% | |
| Fidelity Small Cap Index | Other securities | — | — | $2.1M | 1.5% | |
| Fidelity U.S. Bond Index Fund | Other securities | — | — | $1.9M | 1.4% | |
| Fidelity Mid Cap Index | Other securities | — | — | $1.7M | 1.3% | |
| Fidelity Capital & Income Fund | Other securities | — | — | $1.6M | 1.2% | |
| Fidelity Freedom 2060 Fund Class K | Other securities | — | — | $1.6M | 1.1% | |
| Fidelity Low-Priced Stock Fund | Other securities | — | — | $1.6M | 1.1% | |
| Participants Participant notes receivable with interest rates ranging from 4.25 to 10.5 percent - | Other securities | — | — | $1.5M | 1.1% | |
| Fidelity Emerging Markets Index | Other securities | — | — | $1.1M | 0.8% | |
| Massachusetts Financial Services MFS Mid Cap Value Fund Class R6 | Other securities | — | — | $828K | 0.6% | |
| Fidelity Multi Asset IDX | Other securities | — | — | $824K | 0.6% | |
| Fidelity New Markets Income Fund | Other securities | — | — | $772K | 0.6% | |
| Fidelity Freedom 2010 Fund Class K | Other securities | — | — | $602K | 0.4% | |
| Fidelity Freedom 2065 Fund Class K | Other securities | — | — | $395K | 0.3% | |
| Fidelity Freedom Income Fund - Class K | Other securities | — | — | $80K | <0.1% | |
| Fidelity Freedom 2015 Fund Class K | Other securities | — | — | $72K | <0.1% | |
| Fidelity Freedom 2070 Fund Class K | Other securities | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
