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 | $95K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $159K | — |
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 500 Index* | Other securities | — | — | $107.4M | 14.0% | |
| Fidelity Contrafund Commingled Pool* | Common Collective Trusts | — | — | $71.6M | 9.3% | |
| FID CONTRA POOL CL A FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 133 | Common Collective Trust | — | — | $71.6M | 9.3% | |
| Fidelity Freedom Index 2050 Commingled Pool* | Common Collective Trusts | — | — | $65.9M | 8.6% | |
| FID FRDM INX 2050 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 084 | Common Collective Trust | — | — | $65.9M | 8.6% | |
| Fidelity Freedom Index 2045 Commingled Pool* | Common Collective Trusts | — | — | $56.0M | 7.3% | |
| FID FRDM INX 2045 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 083 | Common Collective Trust | — | — | $56.0M | 7.3% | |
| Fidelity Freedom Index 2040 Commingled Pool* | Common Collective Trusts | — | — | $50.7M | 6.6% | |
| FID FRDM INX 2040 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 082 | Common Collective Trust | — | — | $50.7M | 6.6% | |
| Fidelity Freedom Index 2030 Commingled Pool* | Common Collective Trusts | — | — | $47.3M | 6.2% | |
| FID FRDM INX 2030 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 080 | Common Collective Trust | — | — | $47.3M | 6.2% | |
| Fidelity Mid Cap Index* | Other securities | — | — | $43.7M | 5.7% | |
| Fidelity Freedom Index 2035 Commingled Pool* | Common Collective Trusts | — | — | $43.5M | 5.7% | |
| FID FRDM INX 2035 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 081 | Common Collective Trust | — | — | $43.5M | 5.7% | |
| Fidelity Freedom Index 2025 Commingled Pool* | Common Collective Trusts | — | — | $34.6M | 4.5% | |
| FID FRDM INX 2025 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 079 | Common Collective Trust | — | — | $34.6M | 4.5% | |
| Fidelity Freedom Index 2055 Commingled Pool* | Common Collective Trusts | — | — | $31.6M | 4.1% | |
| FID FRDM INX 2055 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 112 | Common Collective Trust | — | — | $31.6M | 4.1% | |
| Fidelity Small Cap Index* | Other securities | — | — | $30.6M | 4.0% | |
| Dodge & Cox Balanced | Other securities | — | — | $25.0M | 3.3% | |
| Fidelity Managed Income Portfolio II* | Other securities | — | — | $21.5M | 2.8% | |
| MIP II CL 4 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 025 | Common Collective Trust | — | — | $21.5M | 2.8% | |
| Fidelity International Index* | Other securities | — | — | $16.8M | 2.2% | |
| Doubleline Core Fixed Income I | Other securities | — | — | $12.9M | 1.7% | |
| Self-directed brokerage accounts | Other securities | — | — | $12.7M | 1.7% | |
| Fidelity U.S. Bond Index* | Other securities | — | — | $12.0M | 1.6% | |
| Dodge & Cox International Stock | Other securities | — | — | $11.3M | 1.5% | |
| Drefyus Treasury Prime Cash Management | U.S. Treasuries | — | — | $10.3M | 1.3% | |
| Fidelity Freedom Index 2060 Commingled Pool* | Common Collective Trusts | — | — | $9.6M | 1.3% | |
| FID FRDM INX 2060 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 146 | Common Collective Trust | — | — | $9.6M | 1.3% | |
| Fidelity Freedom Index 2020 Commingled Pool* | Common Collective Trusts | — | — | $8.3M | 1.1% | |
| FID FRDM INX 2020 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 078 | Common Collective Trust | — | — | $8.3M | 1.1% | |
| Fidelity Emerging Markets Index* | Other securities | — | — | $5.7M | 0.7% | |
| Fidelity Freedom Index 2015 Commingled Pool* | Common Collective Trusts | — | — | $4.3M | 0.6% | |
| FID FRDM INX 2015 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 077 | Common Collective Trust | — | — | $4.3M | 0.6% | |
| Notes receivable from participants, due in various amounts through January 2035, with interest rates between 4.25% and 9.50%*^ | Bonds / Notes | — | — | $3.7M | 0.5% | |
| Fidelity Inflation Protected Bond Index* | Other securities | — | — | $2.5M | 0.3% | |
| PIMCO Inflation Response MultiAsset Institutional | Other securities | — | — | $2.5M | 0.3% | |
| Fidelity Freedom Index Income Commingled Pool* | Common Collective Trusts | — | — | $2.0M | 0.3% | |
| FID FRDM INX INC T FIAM TRUST COMPANY · EIN 20-4659714 / PN 074 | Common Collective Trust | — | — | $2.0M | 0.3% | |
| Fidelity Freedom Index 2065 Commingled Pool* | Common Collective Trusts | — | — | $1.6M | 0.2% | |
| FID FRDM INX 2065 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 169 | Common Collective Trust | — | — | $1.6M | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
