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 | $19K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FORVIS | 44-0160260 | — | ACCOUNTANT/AUDITOR | $12K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Freedom Index Fund 2025 | Other securities | — | $123K | $1.7M | 17.6% | |
| Fidelity Freedom Index Fund 2045 | Other securities | — | $95K | $1.3M | 13.3% | |
| Fidelity Freedom Index Fund 2030 | Other securities | — | $70K | $1.2M | 12.8% | |
| Voya Fixed Account | Guaranteed Income / GIC | — | — | $1.1M | 11.8% | |
| Fidelity Freedom Index Fund 2040 | Other securities | — | $52K | $602K | 6.3% | |
| Fidelity Freedom Index Fund 2050 | Other securities | — | $39K | $533K | 5.6% | |
| Fidelity 500 Index Fund | Other securities | — | $2K | $439K | 4.6% | |
| Fidelity Freedom Index Fund 2035 | Other securities | — | $25K | $397K | 4.2% | |
| Fidelity Freedom Index Fund 2010 * 851 Fidelity Freedom Index Fund 2015 | Other securities | — | $31K | $354K | 3.7% | |
| Fidelity Blue Chip Growth Fund | Other securities | — | $7K | $272K | 2.9% | |
| Fidelity Freedom Index Fund 2055 | Other securities | — | $15K | $235K | 2.5% | |
| Fidelity Mid Cap Index Fund | Other securities | — | $7K | $234K | 2.5% | |
| Fidelity Freedom Index Fund 2060 | Other securities | — | $8K | $122K | 1.3% | |
| American Funds American Mutual | Other securities | — | $2K | $105K | 1.1% | |
| Fidelity Freedom Index Fund 2020 | Other securities | — | $7K | $97K | 1.0% | |
| Fidelity Inflation-Protected Bond Index Fund | Other securities | — | $10K | $87K | 0.9% | |
| Fidelity US Bond Index Fund | Other securities | — | $9K | $87K | 0.9% | |
| Fidelity International Capital Appreciation Fund | Other securities | — | $5K | $85K | 0.9% | |
| Fidelity Freedom Index Fund 2065 | Other securities | — | $4K | $56K | 0.6% | |
| American Century Sustainable Equity | Other securities | — | $1K | $56K | 0.6% | |
| Fidelity Small Cap Index Fund | Other securities | — | $2K | $55K | 0.6% | |
| Allspring Special Mid Cap Value 965 | Other securities | — | — | $46K | 0.5% | |
| Fidelity Global ex US Fund | Other securities | — | $3K | $37K | 0.4% | |
| GQG Partners Emerging Markets Equity | Other securities | — | $2K | $33K | 0.3% | |
| Fidelity Total Market Index Fund | Other securities | — | $4K | $32K | 0.3% | |
| Fidelity Small Cap Growth Fund | Other securities | — | $1K | $25K | 0.3% | |
| Allspring Special Small Cap Value 498 | Other securities | — | — | $20K | 0.2% | |
| MFS Mid Cap Growth Fund 498 | Other securities | — | — | $16K | 0.2% | |
| Fidelity Freedom Income Fund * 478 | Other securities | — | — | $5K | <0.1% | |
| JPMorgan Government Bond Fund 418 | Mutual Funds | — | — | $4K | <0.1% | |
| Virtus Duff & Phelps Real Estate Securities Fund 154 | Other securities | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
