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 | $34K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COMMONWEALTH FINANCIAL NETWORK | 04-2675571 | — | ADVISOR | $50K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index N/A | Other securities | — | — | $5.2M | 23.4% | |
| Fidelity Freedom 2055 K6 N/A | Other securities | — | — | $2.3M | 10.2% | |
| Fidelity Freedom 2045 K6 N/A | Other securities | — | — | $2.1M | 9.4% | |
| Fidelity Freedom 2060 K6 N/A | Other securities | — | — | $1.7M | 7.8% | |
| Fidelity Freedom 2050 K6 N/A | Other securities | — | — | $1.6M | 7.4% | |
| Fidelity Mid Cap Index N/A | Other securities | — | — | $1.1M | 4.8% | |
| Fidelity Freedom 2035 K6 N/A | Other securities | — | — | $914K | 4.1% | |
| Fidelity Freedom 2040 K6 N/A | Other securities | — | — | $619K | 2.8% | |
| American Funds New Perspective R6 N/A | Other securities | — | — | $591K | 2.7% | |
| Fidelity Global Ex US Index N/A | Other securities | — | — | $528K | 2.4% | |
| American Funds AMCAP R6 N/A | Other securities | — | — | $522K | 2.3% | |
| Fidelity Mid Cap Val Index N/A | Other securities | — | — | $430K | 1.9% | |
| American Funds Bond Fund American R6 N/A | Other securities | — | — | $423K | 1.9% | |
| T. Rowe Price Blue Chip Growth Fund 1 N/A | Other securities | — | — | $412K | 1.9% | |
| JP Morgan Equity Income R6 N/A | Other securities | — | — | $405K | 1.8% | |
| Fidelity Freedom 2030 K6 N/A | Other securities | — | — | $404K | 1.8% | |
| Fidelity Sm Cap Index N/A | Other securities | — | — | $359K | 1.6% | |
| Fidelity Freedom 2025 K6 N/A | Other securities | — | — | $314K | 1.4% | |
| Fidelity Government Market K6 N/A | Other securities | — | — | $312K | 1.4% | |
| Fidelity Freedom 2065 K6 N/A | Other securities | — | — | $293K | 1.3% | |
| Franklin Small Cap Value R6 N/A | Other securities | — | — | $274K | 1.2% | |
| Janus Henderson Triton Fund N N/A | Other securities | — | — | $270K | 1.2% | |
| Eaton Vance SMID Cap R6 N/A | Other securities | — | — | $247K | 1.1% | |
| Fidelity US Bond Index N/A | Other securities | — | — | $218K | 1.0% | |
| PIMCO Diversified Inc Institutional Class N/A | Common Stock | — | — | $164K | 0.7% | |
| Fidelity Inflation - Protected Bond Index Fund N/A 668 Federated Hermes IS High Yield Bond R6 N/A 147 * Participant Loans to participants, interest rates of 4.25% to | Bonds / Notes | — | — | $140K | 0.6% | |
| Federated Hermes Capital Preservation RP6 N/A | Other securities | — | — | $131K | 0.6% | |
| FH CAP PRESRVN R6P FEDERATED INVESTORS TRUST COMPANY · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $131K | 0.6% | |
| Fidelity Freedom Inc K6 N/A | Common Stock | — | — | $41K | 0.2% | |
| BrokerageLink Common Stock N/A | Common Stock | — | — | $38K | 0.2% | |
| BrokerageLink Unit N/A | Other securities | — | — | $35K | 0.2% | |
| Fidelity Freedom 2020 K6 N/A | Other securities | — | — | $32K | 0.1% | |
| Fidelity Freedom 2015 K6 N/A | Other securities | — | — | $10K | <0.1% | |
| Fidelity Freedom 2010 K6 N/A | Other securities | — | — | $10K | <0.1% | |
| BrokerageLink Cash N/A | Cash / Money Market | — | — | $9K | <0.1% | |
| BrokerageLink External Fund N/A | Other securities | — | — | $4K | <0.1% | |
| BrokerageLink Fidelity Fund N/A | Other securities | — | — | $1K | <0.1% | |
| PGIM Global Return R6 N/A | Other securities | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
