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 | $11K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $7K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Management Trust Company State Street Target Retirement 2035 | Other securities | — | — | $9.4M | 13.8% | |
| Fidelity Management Trust Company State Street Target Retirement 2030 | Other securities | — | — | $9.1M | 13.3% | |
| Fidelity Management Trust Company State Street Target Retirement 2040 | Other securities | — | — | $8.7M | 12.7% | |
| Fidelity Management Trust Company State Street Target Retirement 2025 | Other securities | — | — | $7.5M | 11.0% | |
| Fidelity Management Trust Company State Street Target Retirement 2050 | Other securities | — | — | $6.7M | 9.9% | |
| Fidelity Management Trust Company State Street Target Retirement 2045 | Other securities | — | — | $6.3M | 9.2% | |
| Fidelity Management Trust Company State Street Target Retirement 2020 | Other securities | — | — | $4.6M | 6.7% | |
| Fidelity Management Trust Company State Street Target Retirement 2055 | Other securities | — | — | $3.3M | 4.8% | |
| Fidelity Management Trust Company Vanguard Federal Money Market Fund Investor Shares | Cash / Money Market | — | — | $1.8M | 2.6% | |
| Fidelity Management Trust Company Harbor Capital Appreciation Fund Institutional Class | Other securities | — | — | $1.6M | 2.3% | |
| Fidelity Management Trust Company Fidelity® Total Market Index Fund – Institutional Class | Other securities | — | — | $1.6M | 2.3% | |
| Fidelity Management Trust Company Vanguard FTSE Social Index Fund Institutional Shares | Other securities | — | — | $1.3M | 1.8% | |
| Fidelity Management Trust Company State Street Target Retirement | Other securities | — | — | $1.2M | 1.7% | |
| Fidelity Management Trust Company Brokerage Link – Fidelity® Mutual Funds | Other securities | — | — | $1.1M | 1.6% | |
| varying maturities | Other securities | — | — | $985K | 1.4% | |
| Fidelity Management Trust Company John Hancock Funds Disciplined Value Fund Class R6 | Other securities | — | — | $819K | 1.2% | |
| Fidelity Management Trust Company PGIM Total Return | Other securities | — | — | $624K | 0.9% | |
| Fidelity Management Trust Company American Funds EuroPacific Growth Fund® Class R-6 | Other securities | — | — | $614K | 0.9% | |
| Fidelity Management Trust Company Vanguard Extended Market Index Fund Institutional Shares | Other securities | — | — | $254K | 0.4% | |
| Fidelity Management Trust Company William Blair Small-Mid Cap Core Fund Class R6 | Other securities | — | — | $242K | 0.4% | |
| Fidelity Management Trust Company Fidelity® Sustainable Emerging Markets Equity Fund | Other securities | — | — | $210K | 0.3% | |
| Fidelity Management Trust Company Dreyfus/Standish Global Fixed Income Fund Class I | Other securities | — | — | $203K | 0.3% | |
| Fidelity Management Trust Company PIMCO All Asset Fund Institutional Class | Other securities | — | — | $135K | 0.2% | |
| Fidelity Management Trust Company State Street Target Retirement 2065 | Other securities | — | — | $46K | <0.1% | |
| Fidelity Management Trust Company State Street Target Retirement 2060 | Other securities | — | — | $24K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
