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 | $53K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| AB Large Cap Growth | Other securities | — | — | $8.9M | 16.3% | |
| Vanguard Target Retirement 2050 | Other securities | — | — | $5.5M | 9.9% | |
| Vanguard Target Retirement 2040 | Other securities | — | — | $4.4M | 8.1% | |
| FID 500 Index | Other securities | — | — | $4.4M | 8.0% | |
| Vanguard Target Retirement 2030 | Other securities | — | — | $4.0M | 7.2% | |
| Columbia Dividend Income Fund Class | Other securities | — | — | $3.5M | 6.4% | |
| Vanguard Target Retirement 2055 | Other securities | — | — | $2.9M | 5.3% | |
| Vanguard Target Retirement 2025 | Other securities | — | — | $2.8M | 5.2% | |
| Vanguard Target Retirement 2045 | Other securities | — | — | $2.3M | 4.1% | |
| Vanguard Dev Market Index | Other securities | — | — | $2.0M | 3.6% | |
| Vanguard Target Retirement 2060 | Other securities | — | — | $1.9M | 3.4% | |
| Vanguard Target Retirement 2035 | Other securities | — | — | $1.7M | 3.1% | |
| FID Government Money Market | Cash / Money Market | — | — | $1.6M | 2.9% | |
| Baird Core Plus | Other securities | — | — | $1.4M | 2.6% | |
| Blackrock Medium Cap Growth Equity | Other securities | — | — | $1.2M | 2.2% | |
| Putnam Small Cap Growth | Other securities | — | — | $1.2M | 2.2% | |
| Mutual Funds Vanguard Target Retirement 2020 | OTHER | — | — | $1.0M | 1.8% | |
| MM Small Cap Opportunity | Other securities | — | — | $908K | 1.7% | |
| FID Mid Cap Value K6 | Other securities | — | — | $906K | 1.7% | |
| Fidelity Mutual Funds* FID Strategic Income | Other securities | — | — | $683K | 1.2% | |
| PGIM Global Total Return | Other securities | — | — | $524K | 1.0% | |
| FID Balanced | Other securities | — | — | $428K | 0.8% | |
| Natixis Sustainable Future 2030 N | Other securities | — | — | $346K | 0.6% | |
| Vanguard Target Retirement 2065 | Other securities | — | — | $189K | 0.3% | |
| Vanguard Target Retirement Income | Other securities | — | — | $131K | 0.2% | |
| Natixis Sustainable Future 2050 | Other securities | — | — | $22K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
