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 | -$64K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Institutional Index Fund | Other securities | — | — | $52.0M | 12.8% | |
| Fidelity Freedom Index 2030 IPR Fund | Other securities | — | — | $44.9M | 11.1% | |
| Fidelity Freedom Index 2035 IPR Fund | Other securities | — | — | $32.2M | 8.0% | |
| Fidelity Freedom Index 2040 IPR Fund | Other securities | — | — | $27.2M | 6.7% | |
| Fidelity Freedom Index 2025 IPR Fund | Other securities | — | — | $25.8M | 6.4% | |
| Vanguard Federal Money Market Fund | Cash / Money Market | — | — | $25.4M | 6.3% | |
| NYLI W Large Cap Growth | Other securities | — | — | $24.1M | 6.0% | |
| Fidelity Freedom Index 2045 IPR Fund | Other securities | — | — | $21.8M | 5.4% | |
| Fidelity Puritan K Fund | Other securities | — | — | $20.3M | 5.0% | |
| Fidelity Freedom Index 2020 IPR Fund | Other securities | — | — | $20.0M | 4.9% | |
| Fidelity Freedom Index 2050 IPR Fund | Other securities | — | — | $15.1M | 3.7% | |
| Fidelity Low Priced Stock K Fund | Other securities | — | — | $12.7M | 3.1% | |
| PIMCO Total Return Fund Inst | Other securities | — | — | $9.6M | 2.4% | |
| Vanguard Extended Market Index Adm Fund | Other securities | — | — | $9.2M | 2.3% | |
| Fidelity Freedom Index 2055 IPR Fund | Other securities | — | — | $7.1M | 1.7% | |
| Vanguard Total Bond Market Index Adm Fund | Other securities | — | — | $6.5M | 1.6% | |
| Fidelity Large Cap IDX Fund | Other securities | — | — | $6.4M | 1.6% | |
| Fidelity Diversified International K Fund | Other securities | — | — | $6.2M | 1.5% | |
| Fidelity Freedom Index 2015 IPR Fund | Other securities | — | — | $5.1M | 1.3% | |
| Fidelity Small Cap Growth | Other securities | — | — | $4.8M | 1.2% | |
| Vanguard Developed Markets Index Inv Fund | Other securities | — | — | $4.5M | 1.1% | |
| Fidelity Small Cap IDX Fund | Other securities | — | — | $4.3M | 1.1% | |
| Fidelity Freedom Index 2060 IPR Fund | Other securities | — | — | $3.3M | 0.8% | |
| Fidelity Freedom Index 2010 IPR Fund | Other securities | — | — | $3.2M | 0.8% | |
| PIMCO RAE US Small Fund Institutional Class | Other securities | — | — | $3.1M | 0.8% | |
| C&S Inst Realty SHS | Common Stock | — | — | $2.7M | 0.7% | |
| Vanguard Emerging Markets Stock Index Adm Fund | Other securities | — | — | $2.4M | 0.6% | |
| Fidelity Freedom Index INC IPR Fund | Common Stock | — | — | $2.3M | 0.6% | |
| Rates from 4.25% to 9.5% | Bonds / Notes | — | — | $1.8M | 0.5% | |
| Fidelity Freedom Index 2065 IPR Fund | Other securities | — | — | $675K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
