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 | $8K | — |
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 2030 | Other securities | — | — | $1.5M | 18.1% | |
| Fidelity Freedom 2040 | Other securities | — | — | $1.2M | 15.0% | |
| Fidelity Equity Growth | Other securities | — | — | $1.1M | 13.1% | |
| Fidelity Strategic Income | Other securities | — | — | $623K | 7.6% | |
| Fidelity Stock Select Mid Cap | Other securities | — | — | $588K | 7.2% | |
| FA STABLE VALUE II FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 026 | Common Collective Trust | — | — | $390K | 4.7% | |
| Fidelity Freedom 2025 | Other securities | — | — | $378K | 4.6% | |
| Fidelity Equity Income | Other securities | — | — | $354K | 4.3% | |
| Fidelity Freedom 2020 | Other securities | — | — | $309K | 3.8% | |
| Fidelity Balanced | Other securities | — | — | $241K | 2.9% | |
| Fidelity Growth & Income | Other securities | — | — | $211K | 2.6% | |
| Fidelity Freedom 2035 | Other securities | — | — | $207K | 2.5% | |
| Fidelity Diversified International | Other securities | — | — | $203K | 2.5% | |
| Fidelity Freedom 2045 | Other securities | — | — | $203K | 2.5% | |
| Fidelity Dividend Growth | Other securities | — | — | $124K | 1.5% | |
| Fidelity Freedom 2055 | Other securities | — | — | $118K | 1.4% | |
| Fidelity Freedom 2050 | Other securities | — | — | $71K | 0.9% | |
| Fidelity Freedom 2065 475 * Fidelity Freedom Income | Other securities | — | — | $69K | 0.8% | |
| Fidelity Small Cap | Other securities | — | — | $63K | 0.8% | |
| BlackRock Advantage Large Cap Growth | Other securities | — | — | $59K | 0.7% | |
| Fidelity Freedom 2010 | Other securities | — | — | $45K | 0.5% | |
| Participants Participant Loans Rates from 4.25% to 9.25% | Bonds / Notes | — | — | $43K | 0.5% | |
| Aberdeen US Sustainable Leaders Fund | Other securities | — | — | $41K | 0.5% | |
| Fidelity Limited Term Bond | Other securities | — | — | $34K | 0.4% | |
| Fidelity Freedom 2015 | Other securities | — | — | $22K | 0.3% | |
| Fidelity Government Money Market | Cash / Money Market | — | — | $16K | 0.2% | |
| Fidelity Freedom 2060 | Other securities | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
