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 | $16K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALLIANT RETIREMENT SERVICES | 33-0785439 | — | ADVISOR | $13K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FID FDM IDX 2055 IPR 62,683 # | Other securities | — | — | $1.3M | 19.9% | |
| FID FDM IDX 2040 IPR 34,147 # | Other securities | — | — | $841K | 12.5% | |
| FID FDM IDX 2050 IPR 25,556 # | Other securities | — | — | $664K | 9.9% | |
| FID FDM IDX 2045 IPR 24,515 # | Other securities | — | — | $635K | 9.4% | |
| FID TOTAL MKT IDX 3,835 # | Other securities | — | — | $618K | 9.2% | |
| FID 500 INDEX 2,624 # | Other securities | — | — | $536K | 8.0% | |
| FID FDM IDX 2060 IPR 18,150 # | Other securities | — | — | $329K | 4.9% | |
| JPM LG CAP GROWTH R6 3,117 # | Other securities | — | — | $261K | 3.9% | |
| TRP STABLE VALUE A T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $193K | 2.9% | |
| FID FDM IDX 2035 IPR 6,868 # | Other securities | — | — | $160K | 2.4% | |
| FID FDM IDX 2030 IPR 7,186 # | Other securities | — | — | $145K | 2.2% | |
| FID FDM IDX 2065 IPR 9,300 # | Other securities | — | — | $136K | 2.0% | |
| PIMCO INCOME INST 12,713 # | Other securities | — | — | $134K | 2.0% | |
| FID US BOND IDX 11,650 # | Other securities | — | — | $119K | 1.8% | |
| FID FDM IDX 2025 IPR 6,335 # | Other securities | — | — | $118K | 1.7% | |
| FID MID CAP IDX 2,897 # | Other securities | — | — | $98K | 1.5% | |
| JPM US VALUE R6 905 # | Other securities | — | — | $76K | 1.1% | |
| FID GLB EX US IDX 4,235 # | Other securities | — | — | $61K | 0.9% | |
| FID SM CAP IDX 1,444 # | Other securities | — | — | $40K | 0.6% | |
| FID SMALL CAP GR K6 2,150 # | Other securities | — | — | $38K | 0.6% | |
| JPM CORE BOND R6 3,291 # | Other securities | — | — | $33K | 0.5% | |
| UM BEHAVIORAL VAL R6 365 # | Other securities | — | — | $31K | 0.5% | |
| Notes receivable from participants Interest rates from 3.25% to 5.5% maturing at various dates through December 2028 - | Bonds / Notes | — | — | $26K | 0.4% | |
| C&S REAL ESTATE Z 1,437 # | Other securities | — | — | $25K | 0.4% | |
| BLKRK TOT RETURN K 1,982 # | Other securities | — | — | $19K | 0.3% | |
| MFS MID CAP VALUE R6 536 # | Other securities | — | — | $17K | 0.3% | |
| MFS INTL GROWTH R6 407 # | Other securities | — | — | $17K | 0.3% | |
| AF BALANCED R6 295 # | Other securities | — | — | $10K | 0.2% | |
| AF NEW WORLD R6 89 # | Other securities | — | — | $7K | 0.1% | |
| INVS DISC MDCP GR R6 66 # | Other securities | — | — | $2K | <0.1% | |
| BLKRK INFL PRO BD K 166 # | Other securities | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
