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 | $26K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FID FDM IDX 2035 IPR Mutual Fund | Common Collective Trusts | — | — | $3.4M | 23.2% | |
| FID FDM IDX 2040 IPR Mutual Fund | Common Collective Trusts | — | — | $2.4M | 16.3% | |
| FID FDM IDX 2045 IPR Mutual Fund | Common Collective Trusts | — | — | $1.8M | 12.2% | |
| FID FDM IDX 2025 IPR Mutual Fund | Common Collective Trusts | — | — | $1.8M | 12.2% | |
| FID FDM IDX 2030 IPR Mutual Fund | Common Collective Trusts | — | — | $1.7M | 11.8% | |
| FID FDM IDX 2020 IPR Mutual Fund | Common Collective Trusts | — | — | $689K | 4.7% | |
| FID 500 INDEX Mutual Fund | Common Collective Trusts | — | — | $592K | 4.0% | |
| FID GOVT MMRK PRM Interest bearing cash | Mutual Funds | — | — | $485K | 3.3% | |
| FID FDM IDX 2050 IPR Mutual Fund | Common Collective Trusts | — | — | $437K | 3.0% | |
| TRP DIV GROWTH ADV Mutual Fund ** 177 AF AMERICAN MUTAL R5 Mutual Fund | Other securities | — | — | $212K | 1.4% | |
| FID BLUE CHIP GR Mutual Fund | Mutual Funds | — | — | $177K | 1.2% | |
| FID FDM IDX 2060 IPR Mutual Fund | Common Collective Trusts | — | — | $148K | 1.0% | |
| FID FDM IDX 2055 IPR Mutual Fund | Common Collective Trusts | — | — | $107K | 0.7% | |
| FID EMERGING MKTS Mutual Fund | Mutual Funds | — | — | $105K | 0.7% | |
| FID TOTAL BOND Mutual Fund | Mutual Funds | — | — | $93K | 0.6% | |
| MFS MID CAP GRTH R3 Mutual Fund | Mutual Funds | — | — | $88K | 0.6% | |
| FID GLB EX US IDX Mutual Fund | Common Collective Trusts | — | — | $60K | 0.4% | |
| FID FDM IDX INC IPR Mutual Fund | Common Collective Trusts | — | — | $55K | 0.4% | |
| FID REAL ESTATE INVS Mutual Fund | Mutual Funds | — | — | $52K | 0.4% | |
| FID MID CAP VALUE Mutual Fund | Mutual Funds | — | — | $41K | 0.3% | |
| FID US BOND IDX Mutual Fund | Common Collective Trusts | — | — | $35K | 0.2% | |
| FID OVERSEAS Mutual Fund | Mutual Funds | — | — | $31K | 0.2% | |
| INVS DIVRS DIVD R5 Mutual Fund | Other securities | — | — | $28K | 0.2% | |
| FID FDM IDX 2065 IPR Mutual Fund | Common Collective Trusts | — | — | $26K | 0.2% | |
| FID SMALL CAP GROWTH Mutual Fund | Mutual Funds | — | — | $22K | 0.2% | |
| AS SPL SM CP VAL ADM Mutual Fund | Other securities | — | — | $22K | 0.1% | |
| FID FDM IDX 2015 IPR Mutual Fund | Common Collective Trusts | — | — | $13K | <0.1% | |
| FID INFL PR BD INX Mutual Fund | Mutual Funds | — | — | $8K | <0.1% | |
| FID EXTD MKT IDX Mutual Fund | Common Collective Trusts | — | — | $8K | <0.1% | |
| NORTHERN SM CAP CORE Mutual Fund | Other securities | — | — | $7K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
