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 | $39K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $9K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2035 | Other securities | — | — | $4.9M | 13.1% | |
| Fidelity 500 Index | Other securities | — | — | $3.6M | 9.7% | |
| Vanguard Target Retirement 2045 | Other securities | — | — | $3.3M | 8.8% | |
| Fidelity Contrafund K6 | Other securities | — | — | $2.6M | 7.0% | |
| Vanguard Target Retirement 2030 | Other securities | — | — | $2.6M | 6.8% | |
| Vanguard Target Retirement 2040 | Other securities | — | — | $2.4M | 6.2% | |
| Fidelity Mid Cap Index | Other securities | — | — | $1.7M | 4.6% | |
| MFS Value Fund R6 | Other securities | — | — | $1.6M | 4.3% | |
| Loomis Sayles Core Plus Bond N | Other securities | — | — | $1.6M | 4.1% | |
| Vanguard Target Retirement 2055 | Other securities | — | — | $1.5M | 3.9% | |
| Vanguard Target Retirement Income | Other securities | — | — | $1.5M | 3.9% | |
| Fidelity US Bond Index | Other securities | — | — | $1.2M | 3.1% | |
| Vanguard Target Retirement 2050 | Other securities | — | — | $1.2M | 3.1% | |
| Vanguard Total International Index Fund Admiral Shares | Other securities | — | — | $1.1M | 2.9% | |
| Fidelity Small Cap Index | Other securities | — | — | $1.0M | 2.7% | |
| American Funds EuroPacific Growth R6 | Other securities | — | — | $1.0M | 2.7% | |
| MORLEY STABLE VALUE PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $882K | 2.3% | |
| JP Morgan Mid Cap Value R6 | Other securities | — | — | $858K | 2.3% | |
| Vanguard Target Retirement 2025 | Other securities | — | — | $577K | 1.5% | |
| Vanguard Target Retirement 2060 | Other securities | — | — | $440K | 1.2% | |
| MassMutual Mid Cap Growth I | Other securities | — | — | $405K | 1.1% | |
| MFS International New Discovery R6 | Other securities | — | — | $328K | 0.9% | |
| Allspring Short Duration Government Bond R6 | U.S. Treasuries | — | — | $317K | 0.8% | |
| MassMutual Small Cap Growth Equity I | Other securities | — | — | $281K | 0.7% | |
| Participants Participant loans (interest rates ranging from 3.25% to 8.50%, maturing through May 2033) | Bonds / Notes | — | — | $266K | 0.7% | |
| Victory Sycamore Small Company Opportunity R6 | Other securities | — | — | $245K | 0.6% | |
| Vanguard Target Retirement 2065 | Other securities | — | — | $133K | 0.4% | |
| Principal Real Estate Securities R6 | Other securities | — | — | $131K | 0.3% | |
| Vanguard Target Retirement 2020 | Other securities | — | — | $17K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
