Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $48K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE CAPITAL GROUP INVESTMENT ADVISO | — | BETHESDA, MD | INVESTMENT MANAGER | $14K | — |
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 MID CAP INDEX | Registered Investment Companies | — | — | $725K | 13.6% | |
| MET GG SV 25554 - J WILMINGTON TRUST RISC CIT · EIN 26-0142858 / PN 094 | Common Collective Trust | — | — | $607K | 11.4% | |
| FID FREE INDX 2035 IP | Registered Investment Companies | — | — | $597K | 11.2% | |
| FID FREE INDX 2040 IP | Registered Investment Companies | — | — | $587K | 11.0% | |
| FID FREEDOM IND2010 INSTL PREM 31 REGISTERED INVESTMENT COMPANY VANGUARD VALUE INDEX FUND ADMR | Registered Investment Companies | — | — | $424K | 7.9% | |
| FID FREE INDX 2045 IP | Registered Investment Companies | — | — | $276K | 5.2% | |
| FID FREE INDX 2025 IP | Registered Investment Companies | — | — | $265K | 5.0% | |
| FID 500 IND | Registered Investment Companies | — | — | $257K | 4.8% | |
| FIDELITY EMERGING MARKETS K 19 REGISTERED INVESTMENT COMPANY FID FREE INDX 2055 IP | Registered Investment Companies | — | — | $232K | 4.3% | |
| AB LARGE CAP GROWTH FUND Z | Registered Investment Companies | — | — | $227K | 4.3% | |
| FID FREE INDX 2020 IP | Registered Investment Companies | — | — | $209K | 3.9% | |
| FID FREE INDX 2030 IP | Registered Investment Companies | — | — | $204K | 3.8% | |
| FID FREE INDX 2050 IP | Registered Investment Companies | — | — | $131K | 2.5% | |
| VANGUARD TOT BND MKT IND- ADM | Registered Investment Companies | — | — | $99K | 1.8% | |
| FID INTERNATIONAL INDEX | Registered Investment Companies | — | — | $83K | 1.5% | |
| AMC SMALL CAP GROWTH - R6 | Registered Investment Companies | — | — | $63K | 1.2% | |
| PIMCO RAE US SM INSTL | Registered Investment Companies | — | — | $58K | 1.1% | |
| FIDELITY MID CAP GROWTH INDEX | Registered Investment Companies | — | — | $40K | 0.8% | |
| MASSMUTUAL SM CAP OPP I | Registered Investment Companies | — | — | $40K | 0.7% | |
| FID FREE INDX 2060 IP | Registered Investment Companies | — | — | $34K | 0.6% | |
| FID FREE INDX 2015 IP | Registered Investment Companies | — | — | $29K | 0.5% | |
| FID FREE INDEX 2065 IP | Registered Investment Companies | — | — | $5K | 0.1% | |
| BLACKROCK MID-CAP VALUE K | Registered Investment Companies | — | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
