Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VANGUARD | 23-1945930 | — | RECORDKEEPER | $20K | — |
| FIDELITY INVESTMENT INST. | 04-2647786 | — | RECORDKEEPER | $2K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Growth Company Fund " | Other securities | — | — | $1.8M | 11.0% | |
| Vanguard Target Retirement 2045 Fund " | Other securities | — | — | $1.4M | 8.3% | |
| Fidelity Blue Chip Growth Fund " | Other securities | — | — | $1.2M | 7.4% | |
| Vanguard Target Retirement 2035 Fund " | Other securities | — | — | $1.2M | 7.4% | |
| Fidelity Freedom 2025 Fund " | Other securities | — | — | $1.2M | 7.1% | |
| Fidelity 500 Index Fund " | Other securities | — | — | $959K | 5.7% | |
| Vanguard Target Retirement 2030 Fund " | Other securities | — | — | $951K | 5.7% | |
| Fidelity Freedom 2020 Fund " | Other securities | — | — | $876K | 5.2% | |
| Vanguard Target Retirement 2040 Fund " | Other securities | — | — | $774K | 4.6% | |
| Fidelity Real Estate Investment Portfolio Fund " ** 433 * Fidelity Balanced Fund " | Other securities | — | — | $749K | 4.5% | |
| Vanguard Target Retirement 2025 Fund " | Other securities | — | — | $573K | 3.4% | |
| Vanguard Target Retirement 2050 Fund " | Other securities | — | — | $520K | 3.1% | |
| Fidelity FID 500 INDEX | Other securities | — | — | $482K | 2.9% | |
| Vanguard Fidelity 500 Index Fund | Other securities | — | — | $478K | 2.8% | |
| Fidelity Freedom 2050 Fund " | Other securities | — | — | $437K | 2.6% | |
| Fidelity Freedom 2040 Fund " | Other securities | — | — | $338K | 2.0% | |
| Vanguard Target Retirement 2055 Fund " | Other securities | — | — | $306K | 1.8% | |
| Fidelity Freedom 2035 Fund " | Other securities | — | — | $282K | 1.7% | |
| Fidelity Magellan Fund " | Other securities | — | — | $253K | 1.5% | |
| Fidelity FID DISCIPLND EQTY | Other securities | — | — | $213K | 1.3% | |
| Fidelity Disciplined Equity Fund " | Other securities | — | — | $213K | 1.3% | |
| Fidelity Blue Chip Growth K Fund " | Other securities | — | — | $211K | 1.3% | |
| Fidelity Contra Fund " | Other securities | — | — | $209K | 1.2% | |
| Fidelity Mid Cap Index Fund Mutual fund | Other securities | — | — | $154K | 0.9% | |
| Vanguard Target Retirement 2020 Fund " | Other securities | — | — | $149K | 0.9% | |
| Vanguard Target Retirement 2060 Fund " | Other securities | — | — | $139K | 0.8% | |
| Fidelity International Index Fund " | Other securities | — | — | $129K | 0.8% | |
| Fidelity Overseas Fund " | Other securities | — | — | $124K | 0.7% | |
| Vanguard Target Retirement 2065 Fund " | Other securities | — | — | $113K | 0.7% | |
| Vanguard Fidelity International Index | Other securities | — | — | $110K | 0.7% | |
| Vanguard Equity Income Adm Fund " | Other securities | — | — | $109K | 0.6% | |
| Fidelity Small Cap Index Fund " | Other securities | — | — | $108K | 0.6% | |
| Fidelity Freedom 2045 Fund " | Other securities | — | — | $99K | 0.6% | |
| Vanguard Fidelity Small Cap Index | Other securities | — | — | $84K | 0.5% | |
| Fidelity Global Equity Income Fund " ** 55 * Fidelity Inflation-Protected Bond Index Fund " | Other securities | — | — | $84K | 0.5% | |
| Fidelity FID INFL PR BD IDX | Other securities | — | — | $84K | 0.5% | |
| Fidelity Select Technology Fund " | Other securities | — | — | $82K | 0.5% | |
| Fidelity GNMA Fund " | Agency / Mortgage-Backed | — | — | $64K | 0.4% | |
| Fidelity Treasury Only Money Market Fund " ** 831 * Fidelity High Income Fund " | Cash / Money Market | — | — | $63K | 0.4% | |
| Vanguard Short- Term Invest Grade Adm Fund " | Other securities | — | — | $61K | 0.4% | |
| Fidelity Freedom 2055 Fund " | Other securities | — | — | $57K | 0.3% | |
| Fidelity Freedom 2010 Fund " | Other securities | — | — | $53K | 0.3% | |
| Fidelity Total Bond Fund " | Other securities | — | — | $50K | 0.3% | |
| Vanguard Target Retirement 2070 Fund " ** 730 * Fidelity International Capital Appreciation Fund " | Other securities | — | — | $44K | 0.3% | |
| Fidelity Freedom 2015 Fund " | Other securities | — | — | $43K | 0.3% | |
| Vanguard Fidelity Intl Capital Appreciation K6 | Other securities | — | — | $42K | 0.2% | |
| Fidelity Select Utilities Fund " | Other securities | — | — | $38K | 0.2% | |
| BlackRock Mid-Cap Growth Equity K Fund " | Other securities | — | — | $37K | 0.2% | |
| Fidelity Strategic Income Fund " | Other securities | — | — | $31K | 0.2% | |
| Fidelity U.S. Bond Index Fund " | Other securities | — | — | $27K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
