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 | $988 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAMBRIDGE INVESTMENT RESEARCH | 42-1445429 | — | ADVISOR | $23K | — |
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 500 INDEX | Other securities | 10,235.521 | $1.6M | $2.1M | 17.3% | |
| FID FDM IDX 2035 IPR | Other securities | 78,085.42 | $1.6M | $1.8M | 15.1% | |
| FID FDM IDX 2040 IPR | Other securities | 60,676.006 | $1.3M | $1.5M | 12.4% | |
| FID FDM IDX 2045 IPR | Other securities | 37,684.181 | $827K | $977K | 8.1% | |
| AM CENTURY ULTRA R6 | Other securities | 7,332.614 | $613K | $738K | 6.1% | |
| FID FDM IDX 2055 IPR | Other securities | 27,649.039 | $524K | $591K | 4.9% | |
| FID FDM IDX 2050 IPR | Other securities | 21,200.915 | $476K | $551K | 4.6% | |
| FID SMALL CAP GROWTH | Other securities | 15,145.729 | $381K | $507K | 4.2% | |
| JPM MID CAP GRTH R6 | Other securities | 8,901.085 | $376K | $460K | 3.8% | |
| FID FDM IDX 2060 IPR | Other securities | 21,276.63 | $346K | $385K | 3.2% | |
| FID FDM IDX 2030 IPR | Other securities | 17,410.503 | $321K | $351K | 2.9% | |
| FID INVST GR BD | Other securities | 43,479.791 | $315K | $308K | 2.5% | |
| VRS INTL FUND Y | Other securities | 17,913.521 | $240K | $261K | 2.2% | |
| INVS SM CAP VAL R6 | Other securities | 9,641.104 | $210K | $252K | 2.1% | |
| FID GROWTH & INC K | Common Stock | 2,529.512 | $146K | $156K | 1.3% | |
| FID FDM IDX 2025 IPR | Other securities | 8,201.058 | $143K | $152K | 1.3% | |
| FID MID CAP IDX | Other securities | 4,252.063 | $124K | $144K | 1.2% | |
| INVS GLOBAL R6 | Other securities | 1,397.883 | $131K | $135K | 1.1% | |
| MIP CL 2 | Other securities | 118,790.3 | $119K | $119K | 1.0% | |
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $112K | 0.9% | |
| OUTSTANDING LOAN BALANCE | Other securities | — | — | $107K | 0.9% | |
| FID FDM IDX 2065 IPR | Other securities | 7,069.853 | $95K | $104K | 0.9% | |
| FID INTL INDEX | Other securities | 2,012.543 | $93K | $96K | 0.8% | |
| C&S REAL ESTATE Z | Other securities | 4,863.39 | $79K | $84K | 0.7% | |
| FID SM CAP IDX | Other securities | 2,141.814 | $51K | $59K | 0.5% | |
| FID FDM IDX 2020 IPR | Other securities | 3,408.084 | $52K | $54K | 0.4% | |
| BLKRK EMERGING MKT K | Other securities | 1,943.93 | $46K | $46K | 0.4% | |
| COL SEL MID CP VL I3 | Other securities | 1,946.955 | $27K | $27K | 0.2% | |
| FID FDM IDX 2010 IPR | Other securities | 1,671.24 | $23K | $21K | 0.2% | |
| FID FDM IDX 2070 IPR | Other securities | 3.549 | $38 | $37 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
