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 | $345K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS,INC. | 04-2654524 | — | ADVISOR | $250K | — |
| Name | EIN | Location | Relation | Direct comp |
|---|
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 | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| WEC ENERGY GROUP MASTER TRUST WEC ENERGY GROUP, INC. · EIN 04-3603774 / PN 001 | Master Trust |
| Indirect comp |
|---|
| CROWE, LLP | 35-0921680 | — | N/A | $41K | — |
| ROBERT W. BAIRD & COMPANY | 39-6037917 | — | N/A | $11K | — |
| — |
| — |
| $1.7B |
| 98.1% |
| Fidelity Growth Company F | — | — | — | $320.4M | 19.0% |
| Company Common Stock Fund * WEC Energy Group ESOP Fund | — | — | — | $264.2M | 15.7% |
| Fidelity 500 Index Fund | — | — | — | $180.7M | 10.7% |
| Fidelity Freedom Income K 72 * MFS Value R6 | — | — | — | $87.7M | 5.2% |
| Fidelity Freedom 2045 Comm Pool F | — | — | — | $77.9M | 4.6% |
| Fidelity Freedom 2035 Comm Pool F | — | — | — | $70.3M | 4.2% |
| s * Fidelity Balanced K | Mutual Funds | — | — | $65.8M | 3.9% |
| FID US BOND IDX | — | — | — | $58.3M | 3.5% |
| FID MID CAP IDX | — | — | — | $57.6M | 3.4% |
| Blended Rate Income Fund | — | — | — | $55.4M | 3.3% |
| Fidelity Freedom 2025 Comm Pool F | — | — | — | $43.8M | 2.6% |
| FIMM Govt Institutional | — | — | — | $43.2M | 2.6% |
| FID INTL INDEX | — | — | — | $37.2M | 2.2% |
| Common Collective Trust Funds * Fidelity Diversified International A | — | — | — | $37.0M | 2.2% |
| Fidelity Freedom 2030 Comm Pool F | — | — | — | $34.5M | 2.0% |
| Fidelity Low-Priced Stock A | — | — | — | $33.3M | 2.0% |
| Federated MDT SmallCap CORE Instl | — | — | — | $32.6M | 1.9% |
| Fidelity Freedom 2040 Comm Pool F | — | — | — | $27.5M | 1.6% |
| FID SM CAP IDX | — | — | — | $25.8M | 1.5% |
| Fidelity Freedom 2050 Comm Pool F | — | — | — | $22.1M | 1.3% |
| Fidelity Freedom 2055 Comm Pool F | — | — | — | $17.2M | 1.0% |
| Fidelity Freedom 2060 Comm Pool F | — | — | — | $13.4M | 0.8% |
| FID ST BOND IDX | — | — | — | $13.2M | 0.8% |
| FID INFL PR BD IDX | — | — | — | $8.2M | 0.5% |
| Fidelity Freedom 2020 Comm Pool F | — | — | — | $7.3M | 0.4% |
| Virtus KAR International Small Cap R6 | — | — | — | $6.1M | 0.4% |
| Fidelity Freedom 2065 Comm Pool F | — | — | — | $5.6M | 0.3% |
| Fidelity Freedom Inc Comm Pool F | — | — | — | $4.3M | 0.3% |
| Fidelity Freedom 2015 Comm Pool F | — | — | — | $2.7M | 0.2% |
| Fidelity Freedom 2010 Comm Pool F | — | — | — | $2.4M | 0.1% |
