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 | $44K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Putnam PUTN LG CAP GRWTH R6 113,627.562 PGOEX | Other securities | — | — | $8.6M | 14.0% | |
| Fidelity FID 500 INDEX 32,085.056 FXAIX | Other securities | — | — | $6.6M | 10.6% | |
| Neuberger Berman NB LG CAP VALUE R6 80,142.912 NRLCX | Other securities | — | — | $3.6M | 5.8% | |
| American Funds AF TRGT DATE 2030 R6 199,214.911 RFETX | Other securities | — | — | $3.4M | 5.6% | |
| American Funds AF TRGT DATE 2035 R6 160,430.257 RFFTX | Other securities | — | — | $3.1M | 4.9% | |
| American Funds AF TRGT DATE 2040 R6 139,337.914 RFGTX | Other securities | — | — | $2.9M | 4.6% | |
| American Funds AF TRGT DATE 2050 R6 132,994.229 RFITX | Other securities | — | — | $2.8M | 4.5% | |
| Fidelity FID MID CAP IDX 72,089.264 FSMDX | Other securities | — | — | $2.4M | 3.9% | |
| American Century AM CENT SM CAP GR R6 94,503.437 ANODX | Other securities | — | — | $2.2M | 3.5% | |
| Pioneer STRAT INC K 228,259.713 STRKX | Common Stock | — | — | $2.1M | 3.5% | |
| American Funds AF TRGT DATE 2055 R6 80,727.790 RFKTX | Other securities | — | — | $2.1M | 3.5% | |
| American Funds AF TRGT DATE 2045 R6 88,092.847 RFHTX | Other securities | — | — | $1.9M | 3.0% | |
| American Funds AF TRGT DATE 2025 R6 116,876.116 RFDTX | Other securities | — | — | $1.8M | 2.9% | |
| Goldman Sachs GS SM CP VAL INS R6 31,136.343 GTTUX | Other securities | — | — | $1.7M | 2.8% | |
| Goldman Sachs GS INTL EQ ESG R6 60,386.644 GSIWX | Other securities | — | — | $1.6M | 2.6% | |
| American Funds AF TRGT DATE 2060 R6 88,543.320 RFUTX | Other securities | — | — | $1.6M | 2.6% | |
| Fidelity FID INTL INDEX 28,305.552 FSPSX | Other securities | — | — | $1.3M | 2.2% | |
| Fidelity FID GOVT MMKT K6 1,306,910.460 FNBXX | Other securities | — | — | $1.3M | 2.1% | |
| BNY Mellon BNYM NAT RES I 24,454.345 DLDRX | Other securities | — | — | $1.1M | 1.7% | |
| American Funds AF BOND FD AMER R6 95,723.700 RBFGX | Other securities | — | — | $1.1M | 1.7% | |
| Fidelity FID SM CAP IDX 34,682.268 FSSNX | Other securities | — | — | $960K | 1.6% | |
| Lord Abbett LD ABT HIGH YIELD R6 128,241.152 LHYVX | Other securities | — | — | $823K | 1.3% | |
| American Funds AF TRGT DATE 2020 R6 60,177.641 RRCTX | Other securities | — | — | $810K | 1.3% | |
| Participant Loans Participant Loans - interest rates ranging from 3.25% to | Bonds / Notes | — | — | $715K | 1.2% | |
| American Funds AF NEW WORLD R6 7,010.970 RNWGX | Other securities | — | — | $540K | 0.9% | |
| Lord Abbett LD ABT SH DTN INC R6 137,959.897 LDLVX | Common Stock | — | — | $533K | 0.9% | |
| Cohen & Steers C&S REAL ESTATE Z 30,069.747 CSZIX | Other securities | — | — | $519K | 0.8% | |
| MFS BL RSH MDCPEQ R6 26,905.309 BMSYX | Other securities | — | — | $381K | 0.6% | |
| Blackrock BLKRK FLTNG RT INC K 31,474.208 BFRKX | Common Stock | — | — | $305K | 0.5% | |
| American Funds AF TRGT DATE 2015 R6 12,697.591 RFJTX | Other securities | — | — | $156K | 0.3% | |
| American Funds AF TRGT DATE 2010 R6 6,742.887 RFTTX | Other securities | — | — | $78K | 0.1% | |
| American Funds AF TRGT DATE 2065 R6 3,725.436 RFVTX | Other securities | — | — | $65K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
