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 | $11K | — |
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 Freedom Index 2030 IPR | Other securities | — | — | $2.2M | 26.8% | |
| Fidelity Freedom Index 2035 IPR | Other securities | — | — | $1.4M | 17.5% | |
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $1.1M | 12.8% | |
| Fidelity Freedom Index 2040 IPR | Other securities | — | — | $640K | 7.7% | |
| Fidelity Freedom Index 2025 IPR | Other securities | — | — | $589K | 7.1% | |
| Fidelity Freedom Index 2055 IPR | Other securities | — | — | $411K | 5.0% | |
| Fidelity 500 Index Fund | Other securities | — | — | $368K | 4.4% | |
| Fidelity Freedom Index 2045 IPR | Other securities | — | — | $330K | 4.0% | |
| Fidelity Freedom Index 2060 IPR | Other securities | — | — | $234K | 2.8% | |
| US Growth Admiral | Other securities | — | — | $144K | 1.7% | |
| American Mutual | Other securities | — | — | $110K | 1.3% | |
| Fidelity Freedom Index Income IPR Fund | Other securities | — | — | $104K | 1.3% | |
| Fidelity International Index Fund | Other securities | — | — | $100K | 1.2% | |
| Fidelity Freedom Index 2050 IPR | Other securities | — | — | $98K | 1.2% | |
| Small Cap World | Other securities | — | — | $88K | 1.1% | |
| Capital Income Builder | Other securities | — | — | $83K | 1.0% | |
| New Perspective | Other securities | — | — | $67K | 0.8% | |
| Fidelity Small Cap Index Fund | Other securities | — | — | $49K | 0.6% | |
| Wellesley Income Admiral | Other securities | — | — | $42K | 0.5% | |
| Fidelity Mid Cap Index Fund | Other securities | — | — | $23K | 0.3% | |
| Fidelity Total Bond Fund | Other securities | — | — | $22K | 0.3% | |
| Fidelity Freedom Index 2020 IPR | Other securities | — | — | $16K | 0.2% | |
| American Balanced | Other securities | — | — | $14K | 0.2% | |
| New World | Other securities | — | — | $11K | 0.1% | |
| All Asset Institutional | Other securities | — | — | $3K | <0.1% | |
| Fidelity Freedom Index 2065 IPR | Other securities | — | — | $3K | <0.1% | |
| Inflation-Protected Securities | Other securities | — | — | $877 | <0.1% | |
| Fidelity Government Money Market | Cash / Money Market | — | — | $449 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
