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 | $63K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VERUS ADVISORY, INC. | 91-1320111 | — | INVESTMENT ADVISOR | $26K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Freedom Blend 2045 | Other securities | — | — | $30.1M | 14.4% | |
| Fidelity Freedom Blend 2030 | Other securities | — | — | $26.4M | 12.6% | |
| Fidelity Freedom Blend 2035 | Other securities | — | — | $22.9M | 11.0% | |
| Fidelity Freedom Blend 2040 | Other securities | — | — | $22.6M | 10.8% | |
| Fidelity Freedom Blend 2025 | Other securities | — | — | $19.4M | 9.3% | |
| Fidelity Freedom Blend 2050 | Other securities | — | — | $18.9M | 9.0% | |
| Fidelity Freedom Blend 2055 | Other securities | — | — | $18.1M | 8.7% | |
| Fidelity Freedom Blend 2060 | Other securities | — | — | $10.9M | 5.2% | |
| Fidelity 500 Index | Other securities | — | — | $10.6M | 5.1% | |
| Fidelity Freedom Blend 2065 | Other securities | — | — | $5.3M | 2.6% | |
| Fidelity Growth Company | Other securities | — | — | $4.9M | 2.3% | |
| Fidelity Total Market Index | Other securities | — | — | $3.6M | 1.7% | |
| Fidelity Freedom Blend 2020 | Other securities | — | — | $3.2M | 1.5% | |
| Participants Participant loans with interest rates ranging from 4.25 percent to 9.50 percent - | Participant loans | — | — | $2.1M | 1.0% | |
| FIMM Government | Other securities | — | — | $2.0M | 0.9% | |
| Fidelity Mid Cap Index | Other securities | — | — | $1.7M | 0.8% | |
| Vanguard Small Cap Index | Other securities | — | — | $1.1M | 0.5% | |
| Fidelity U.S. Bond Index | Other securities | — | — | $1.0M | 0.5% | |
| Various Self-directed brokerage investments | Other securities | — | — | $995K | 0.5% | |
| Dodge & Cox Dodge & Cox Stock | Other securities | — | — | $900K | 0.4% | |
| Fidelity International Index | Other securities | — | — | $551K | 0.3% | |
| T. Rowe Price T. Rowe Price High Yield | Other securities | — | — | $358K | 0.2% | |
| Fidelity Total Bond | Other securities | — | — | $340K | 0.2% | |
| MGL SM CAP CORE IS | Other securities | — | — | $191K | <0.1% | |
| Invesco Oppenheimer International Growth | Other securities | — | — | $154K | <0.1% | |
| Fidelity Freedom Blend Income | Other securities | — | — | $135K | <0.1% | |
| Fidelity Emerging Markets Index | Other securities | — | — | $124K | <0.1% | |
| Dimensional Fund Advisors DFA International Value Portfolio | Other securities | — | — | $104K | <0.1% | |
| Fidelity Freedom Blend 2010 | Other securities | — | — | $90K | <0.1% | |
| Fidelity Freedom Blend 2070 | Other securities | — | — | $66K | <0.1% | |
| American Funds AS GOVT SECS | Other securities | — | — | $65K | <0.1% | |
| DFA Inflation-Protected Securities Portfolio | Other securities | — | — | $19K | <0.1% | |
| Fidelity Freedom Blend 2015 | Other securities | — | — | $16K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
