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 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| s * Fidelity Freedom 2045 Fund | Mutual Funds | — | — | $961K | 11.4% | |
| Fidelity Contrafund | Other securities | — | — | $826K | 9.8% | |
| Fidelity Puritan Fund | Other securities | — | — | $798K | 9.5% | |
| Fidelity Freedom 2035 Fund | Other securities | — | — | $750K | 8.9% | |
| Fidelity Freedom 2040 Fund | Other securities | — | — | $639K | 7.6% | |
| Fidelity Freedom 2050 Fund | Other securities | — | — | $553K | 6.6% | |
| T. Rowe Price T. Rowe Price Dividend Growth Fund Advisor Class | Other securities | — | — | $457K | 5.4% | |
| Vanguard 500 Index Admiral Fund | Other securities | — | — | $453K | 5.4% | |
| Fidelity Freedom 2055 Fund | Other securities | — | — | $395K | 4.7% | |
| Fidelity Freedom 2030 Fund | Other securities | — | — | $345K | 4.1% | |
| Money market fund * Fidelity Government Money Market Fund | Cash / Money Market | — | — | $273K | 3.2% | |
| Fidelity Freedom 2060 Fund | Other securities | — | — | $227K | 2.7% | |
| Baird Core Plus Bond Fund Class Institutional | Other securities | — | — | $205K | 2.4% | |
| Fidelity Mid Cap Index Fund | Other securities | — | — | $190K | 2.3% | |
| BNY Melon Global Stock Fund Class I | Other securities | — | — | $153K | 1.8% | |
| Fidelity Freedom 2025 Fund | Other securities | — | — | $134K | 1.6% | |
| Fidelity Capital and Income Fund | Other securities | — | — | $130K | 1.6% | |
| Invesco Diversified Dividend R5 Fund | Other securities | — | — | $122K | 1.4% | |
| Fidelity Small Cap Index Fund | Other securities | — | — | $121K | 1.4% | |
| Principal SmallCap R5 Fund | Other securities | — | — | $103K | 1.2% | |
| Carillon Scout Mid Cap Fund Class I | Other securities | — | — | $101K | 1.2% | |
| Fidelity Freedom 2015 Fund | Other securities | — | — | $85K | 1.0% | |
| Fidelity Freedom 2020 Fund | Other securities | — | — | $70K | 0.8% | |
| Fidelity Select Health Care Fund | Other securities | — | — | $62K | 0.7% | |
| Fidelity Global ex U.S. Index Fund | Other securities | — | — | $58K | 0.7% | |
| Fidelity Freedom 2065 Fund | Other securities | — | — | $50K | 0.6% | |
| Fidelity U.S. Bond Index Fund | Other securities | — | — | $47K | 0.6% | |
| Pimco Real Return Fund | Other securities | — | — | $44K | 0.5% | |
| Fidelity Freedom Income K Fund | Other securities | — | — | $38K | 0.4% | |
| Fidelity Real Estate Index Fund | Other securities | — | — | $14K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
