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 | $3K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KEEL POINT CAPITAL LLC | 42-1607342 | — | ADVISOR | $11K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Investments FA FREEDOM 2035 Z | Other securities | — | — | $784K | 19.6% | |
| Fidelity Investments FA FREEDOM 2030 Z | Other securities | — | — | $647K | 16.2% | |
| Fidelity Investments FA FREEDOM 2040 Z | Other securities | — | — | $395K | 9.9% | |
| Fidelity Investments FID 500 INDEX | Other securities | — | — | $231K | 5.8% | |
| Fidelity Investments FA FREEDOM 2025 Z | Other securities | — | — | $223K | 5.6% | |
| Fidelity Investments FA FREEDOM 2050 Z | Other securities | — | — | $216K | 5.4% | |
| Fidelity Investments FA FREEDOM 2045 Z | Other securities | — | — | $203K | 5.1% | |
| Fidelity Investments FA FREEDOM 2060 Z | Other securities | — | — | $190K | 4.8% | |
| Fidelity Investments FA FREEDOM 2055 Z | Other securities | — | — | $186K | 4.6% | |
| Fidelity Investments FA FREEDOM 2065 Z | Other securities | — | — | $172K | 4.3% | |
| Fidelity Investments FA FREEDOM 2020 Z | Other securities | — | — | $157K | 3.9% | |
| to 9.50%, maturities up to 11 years -0- | Bonds / Notes | — | — | $128K | 3.2% | |
| Fidelity Investments FA FREEDOM 2015 Z | Other securities | — | — | $113K | 2.8% | |
| * Fidelity Investments Participant-Directed Brokerage Accounts | OTHER | — | — | $111K | 2.8% | |
| Invesco INVS GOLD SPL MIN Y 724 * Fidelity Investments FA TECHNOLOGY I | Other securities | — | — | $83K | 2.1% | |
| JP Morgan JPM LG CAP GROWTH R5 | Other securities | — | — | $31K | 0.8% | |
| Fidelity Investments FA UTILITIES I | Other securities | — | — | $24K | 0.6% | |
| Cohen & Steers C&S INST REALTY SHS | Common Stock | — | — | $20K | 0.5% | |
| Fidelity Investments FA FREEDOM 2010 Z | Other securities | — | — | $15K | 0.4% | |
| Franklin Templeton FKLN SM CAP VAL ADV | Other securities | — | — | $13K | 0.3% | |
| Fidelity Investments FID MID CAP IDX | Other securities | — | — | $13K | 0.3% | |
| Fidelity Investments FA NEW MARKETS INC I | Common Stock | — | — | $11K | 0.3% | |
| Fidelity Investments FA STRAT INCOME I | Other securities | — | — | $11K | 0.3% | |
| Invesco INVS GLOBAL OPP Y | Other securities | — | — | $11K | 0.3% | |
| Fidelity Investments FA FREEDOM INC Z | Common Stock | — | — | $7K | 0.2% | |
| Fidelity Investments FID INFL PR BD IDX | Other securities | — | — | $3K | <0.1% | |
| John Hancock JHANCOCK DSCPL VAL I | Other securities | — | — | $3K | <0.1% | |
| Fidelity Investments FA SHORT-TERM BOND I | Other securities | — | — | $2K | <0.1% | |
| Fidelity Investments FA DIVERS INTL I | Other securities | — | — | $2K | <0.1% | |
| Common Collective Trust Fund Pimco Investment Management PIMCO STABLE INC 1 295 Shares of Registered Investment Companies American Beacon ABF INTL EQUITY INV | Common Collective Trusts | — | — | $2K | <0.1% | |
| iShares IS R2000 SM-CAP K 377 Franklin Templeton FRANKLIN INCOME ADV | Other securities | — | — | $1K | <0.1% | |
| PIMCO STABLE INC 1 SEI TRUST COMPANY · EIN 45-4367155 / PN 036 | Common Collective Trust | — | — | $295 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
