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 | -$4K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2025 Fund Mutual Fund | Other securities | — | — | $3.0M | 20.1% | |
| Vanguard Target Retirement 2030 Fund Mutual Fund | Other securities | — | — | $2.3M | 15.4% | |
| Vanguard Target Retirement 2040 Fund Mutual Fund | Other securities | — | — | $2.1M | 14.2% | |
| Vanguard Target Retirement 2045 Fund Mutual Fund | Other securities | — | — | $2.1M | 13.9% | |
| Vanguard Target Retirement 2050 Fund Mutual Fund | Other securities | — | — | $1.3M | 8.5% | |
| Vanguard Target Retirement 2035 Fund Mutual Fund | Other securities | — | — | $1.0M | 7.0% | |
| Vanguard Target Retirement 2020 Fund Mutual Fund | Other securities | — | — | $557K | 3.7% | |
| Self-directed brokerage accounts Participant Directed | Other securities | — | — | $494K | 3.3% | |
| Vanguard Target Retirement Income Fund Mutual Fund | Other securities | — | — | $391K | 2.6% | |
| Self-directed brokerage accounts Participant Directed | Other securities | — | — | $379K | 2.5% | |
| Vanguard Target Retirement 2055 Fund Mutual Fund | Other securities | — | — | $354K | 2.4% | |
| Vanguard Target Retirement 2060 Fund Mutual Fund | Other securities | — | — | $245K | 1.6% | |
| Fidelity 500 Index Mutual Fund | Other securities | — | — | $220K | 1.5% | |
| Harbor Capital Appreciation Fd Instl Mutual Fund | Other securities | — | — | $205K | 1.4% | |
| * Self-directed brokerage accounts Participant Directed | Common Stocks | — | — | $74K | 0.5% | |
| Vanguard Target Retirement 2065 Fund Mutual Fund | Other securities | — | — | $65K | 0.4% | |
| Interest-bearing cash Vanguard Cash Reserves Federal Money Market Interest-bearing Cash | Cash / Money Market | — | — | $22K | 0.1% | |
| Dodge & COX Income Fund X Mutual Fund | Other securities | — | — | $15K | <0.1% | |
| Fidelity Extended Market Index Mutual Fund | Other securities | — | — | $11K | <0.1% | |
| Registered investment companies AF Europac Growth R6 Mutual Fund | Other securities | — | — | $7K | <0.1% | |
| Vanguard Strategic Small Cap Equity Fund Mutual Fund | Other securities | — | — | $7K | <0.1% | |
| JP Morgan Equity Income R6 Mutual Fund | Other securities | — | — | $6K | <0.1% | |
| Dodge & COX International Stock Fund X Mutual Fund | Other securities | — | — | $5K | <0.1% | |
| Fidelity Total International Index Mutual Fund | Other securities | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
