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 | $17K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NORTHWESTERN MUTUAL WEALTH MGMT CO | 39-2018056 | — | ADVISOR | $35K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FID FDM IDX 2030 IPR Mutual Fund N/A | Common Collective Trusts | — | — | $3.7M | 29.4% | |
| FID FDM IDX 2035 IPR Mutual Fund N/A | Common Collective Trusts | — | — | $2.1M | 16.4% | |
| FID FDM IDX 2025 IPR Mutual Fund N/A | Common Collective Trusts | — | — | $1.2M | 9.1% | |
| FID FDM IDX 2020 IPR Mutual Fund N/A | Common Collective Trusts | — | — | $1.1M | 8.9% | |
| FID FDM IDX 2040 IPR Mutual Fund N/A | Common Collective Trusts | — | — | $936K | 7.4% | |
| FID FDM IDX 2045 IPR Mutual Fund N/A | Common Collective Trusts | — | — | $853K | 6.7% | |
| FID FDM IDX 2050 IPR Mutual Fund N/A | Common Collective Trusts | — | — | $714K | 5.6% | |
| FID FDM IDX 2055 IPR Mutual Fund N/A | Common Collective Trusts | — | — | $427K | 3.4% | |
| FID FDM IDX 2060 IPR Mutual Fund N/A | Common Collective Trusts | — | — | $419K | 3.3% | |
| FID INFL PR BD IDX Mutual Fund N/A 398 * FID FDM IDX INC IPR Mutual Fund N/A | Common Collective Trusts | — | — | $370K | 2.9% | |
| FID FDM IDX 2065 IPR Mutual Fund N/A | Common Collective Trusts | — | — | $181K | 1.4% | |
| Loans to Participants 9.5% - | Bonds / Notes | — | — | $174K | 1.4% | |
| FID LG CAP GR IDX Mutual Fund N/A | Common Collective Trusts | — | — | $97K | 0.8% | |
| FID 500 INDEX Mutual Fund N/A | Common Collective Trusts | — | — | $71K | 0.6% | |
| AF NEW PERSPECT R6 Mutual Fund N/A | Other securities | — | — | $66K | 0.5% | |
| FID MID CAP IDX Mutual Fund N/A | Common Collective Trusts | — | — | $59K | 0.5% | |
| DFA US VECTOR EQ I Mutual Fund N/A | Mutual Funds | — | — | $57K | 0.4% | |
| FID SM CAP IDX Mutual Fund N/A | Common Collective Trusts | — | — | $50K | 0.4% | |
| AS Core Plus Bond R6 Mutual Fund N/A 416 FKLN SMMIDCP GRTH R6 Mutual Fund N/A | Other securities | — | — | $49K | 0.4% | |
| AF AMER MUTUAL R6 Mutual Fund N/A | Other securities | — | — | $10K | <0.1% | |
| DFA Intl Value I Mutual Fund N/A | Mutual Funds | — | — | $8K | <0.1% | |
| FID MULTI ASSET IDX Mutual Fund N/A | Common Collective Trusts | — | — | $5K | <0.1% | |
| AF Bond Fd Amer R6 Mutual Fund N/A 612 DFA US Target Val I Mutual Fund N/A | Mutual Funds | — | — | $4K | <0.1% | |
| FID GOVT MMKT K6 Mutual Fund N/A | Mutual Funds | — | — | $3K | <0.1% | |
| Accountants Opinion 3a Unmodified 3b DOL Regulation | Other securities | — | — | $3K | <0.1% | |
| DFA SH DUR RL RET IS Mutual Fund N/A 420 DFA REAL EST SEC I Mutual Fund N/A | Mutual Funds | — | — | $2K | <0.1% | |
| FID INTL INDEX Mutual Fund N/A | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
