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 | $40K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fund Investor Class * Fidelity Freedom Index 2025 Mutual Fund N/R | Other securities | — | — | $3.1M | 25.8% | |
| Fund Investor Class * Fidelity Freedom Index 2030 Mutual Fund N/R | Other securities | — | — | $1.5M | 12.7% | |
| Fund Investor Class * Fidelity Freedom Index 2035 Mutual Fund N/R | Other securities | — | — | $1.4M | 11.6% | |
| Fund Investor Class * Fidelity Freedom Index 2020 Mutual Fund N/R | Other securities | — | — | $971K | 8.2% | |
| Fund Investor Class * Fidelity Freedom Index 2045 Mutual Fund N/R | Other securities | — | — | $695K | 5.9% | |
| Fund Investor Class * Fidelity Freedom Index 2040 Mutual Fund N/R | Other securities | — | — | $677K | 5.7% | |
| Growth Fund R6 Invesco Developing Markets Mutual Fund N/R 92 R6 * Participant Loans Interest rates: 4.25% - 9.50% $0 | Bonds / Notes | — | — | $498K | 4.2% | |
| Fidelity Government Money Market Fund N/R 41 Market Fund DM * Fidelity Government Money Market Fund N/R | Cash / Money Market | — | — | $492K | 4.2% | |
| Institutional JP Morgan Large Cap Mutual Fund N/R | Other securities | — | — | $455K | 3.8% | |
| Market Fund K6 * Fidelity Freedom Index Mutual Fund N/R | Other securities | — | — | $350K | 3.0% | |
| Fund Investor Class * Fidelity 500 Index Fund Mutual Fund N/R | Other securities | — | — | $344K | 2.9% | |
| Fund Investor Class * Fidelity Freedom Index 2050 Mutual Fund N/R | Other securities | — | — | $301K | 2.5% | |
| Income Fund Investor Class * Fidelity Freedom Index 2010 Mutual Fund N/R 407 Fund Investor Class * Fidelity Freedom Index 2015 Mutual Fund N/R | Other securities | — | — | $291K | 2.5% | |
| Bond Index American Funds American Mutual Fund N/R | Other securities | — | — | $231K | 2.0% | |
| Fund Investor Class * Fidelity Freedom Index 2055 Mutual Fund N/R | Other securities | — | — | $192K | 1.6% | |
| Fidelity Global ex US Index Mutual Fund N/R | Other securities | — | — | $104K | 0.9% | |
| Mutual R6 Baird Core Plus Bond Mutual Fund N/R | Other securities | — | — | $96K | 0.8% | |
| Growth Fund R6 Lord Abbett Developing Mutual Fund N/R | Other securities | — | — | $82K | 0.7% | |
| Fidelity Small Cap Index Mutual Fund N/R | Other securities | — | — | $61K | 0.5% | |
| Fund Investor Class * Fidelity Freedom Index 2060 Mutual Fund N/R | Other securities | — | — | $27K | 0.2% | |
| Fidelity Mid Cap Index Mutual Fund N/R | Other securities | — | — | $24K | 0.2% | |
| Fund Investor Class * Fidelity Freedom Index 2065 Mutual Fund N/R | Other securities | — | — | $5K | <0.1% | |
| Fidelity Inflation-Protected Mutual Fund N/R | Other securities | — | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
