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 | $6K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NORTHWESTERN MUTUAL INVESTMENT | 52-2114207 | — | ADVISOR | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Investments Fidelity Advisor Freedom 2045 Fund | Other securities | — | — | $1.2M | 15.9% | |
| Fidelity Investments Fidelity Advisor Freedom 2055 Fund | Other securities | — | — | $1.0M | 13.1% | |
| Fidelity Investments Fidelity Advisor Freedom 2050 Fund | Other securities | — | — | $1.0M | 13.0% | |
| Harbor Capital Advisors Harbor Capital Appreciation Fund | Other securities | — | — | $841K | 10.7% | |
| Standard & Poor S&P 500 | Other securities | — | — | $592K | 7.6% | |
| Columbia Threadneedle Investments Columbia Mid Cap Index Fund | Other securities | — | — | $341K | 4.4% | |
| Fidelity Investments Fidelity Advisor Freedom 2040 Fund | Other securities | — | — | $328K | 4.2% | |
| Fidelity Investments Fidelity Advisor Freedom 2060 Fund | Other securities | — | — | $273K | 3.5% | |
| Fidelity Investments Fidelity Advisor Freedom 2035 Fund | Other securities | — | — | $257K | 3.3% | |
| Fidelity Investments Fidelity Treasury Money Market Fund | Cash / Money Market | — | — | $249K | 3.2% | |
| Pioneer Select Mid Cap Growth Fund | Other securities | — | — | $210K | 2.7% | |
| Capital Group American Funds New World Fund | Common Stock | — | — | $200K | 2.6% | |
| Columbia Threadneedle Investments Columbia Small Cap Index Fund | Other securities | — | — | $186K | 2.4% | |
| Invesco Small Cap Value Fund | Other securities | — | — | $184K | 2.4% | |
| MFS Value Fund | Other securities | — | — | $184K | 2.3% | |
| PIMCO Income Fund | Other securities | — | — | $164K | 2.1% | |
| Fidelity Investments Fidelity Advisor Small Cap Growth Fund | Other securities | — | — | $147K | 1.9% | |
| MFS Research International Fund | Other securities | — | — | $70K | 0.9% | |
| Fidelity Investments Fidelity Advisor Freedom 2065 Fund | Other securities | — | — | $56K | 0.7% | |
| MFS Mid Cap Calue Fund | Other securities | — | — | $36K | 0.5% | |
| Fidelity Investments Brokerage Link | Other securities | — | — | $31K | 0.4% | |
| iShares MSCI EAFE International Index 206 American Funds American Funds The Bond Fund of America | Other securities | — | — | $29K | 0.4% | |
| Columbia Threadneedle Investments Columbia Overseas Value Fund | Other securities | — | — | $26K | 0.3% | |
| Credit Suisse Credit Suisse Commodity Return Strategy Fund | Other securities | — | — | $20K | 0.3% | |
| Fidelity Investments Fidelity Advisor Freedom 2015 Fund | Other securities | — | — | $8K | <0.1% | |
| Fidelity Investments Fidelity Advisor Freedom Income Fund | Other securities | — | — | $5K | <0.1% | |
| Fidelity Investments Fidelity Advisor Freedom 2010 Fund | Other securities | — | — | $5K | <0.1% | |
| Fidelity Investments Fidelity Advisor Freedom 2025 Fund | Other securities | — | — | $3K | <0.1% | |
| Fidelity Investments Fidelity Advisor Freedom 2020 Fund | 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.
