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 | $15K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FID 500 INDEX Mutual Fund | Other securities | — | — | $2.5M | 32.2% | |
| VANG TARGET RET 2050 Mutual Fund | Other securities | — | — | $1.3M | 16.6% | |
| MS W LARGE CAP GR R1 Mutual Fund | Other securities | — | — | $633K | 8.2% | |
| VANG TARGET RET 2040 Mutual Fund | Other securities | — | — | $597K | 7.7% | |
| VANG TREASURY MM Interest Bearing Cash | Cash / Money Market | — | — | $576K | 7.5% | |
| VANG BAL INDEX ADM Mutual Fund | Other securities | — | — | $438K | 5.7% | |
| FKLN MTL GLB DISC Z Mutual Fund | Other securities | — | — | $251K | 3.3% | |
| VANG ToT STK MKT ADM Mutual Fund | Other securities | — | — | $189K | 2.5% | |
| VANG EQUITY INC ADM Mutual Fund | Common Stock | — | — | $187K | 2.4% | |
| PIMCO INCOME A Mutual Fund | Other securities | — | — | $180K | 2.3% | |
| VANG INTM BD IDX ADM Mutual Fund | Other securities | — | — | $172K | 2.2% | |
| VANG FTSE AW IDX ADM Mutual Fund | Other securities | — | — | $134K | 1.7% | |
| VANG TARGET RET 2030 Mutual Fund | Other securities | — | — | $104K | 1.3% | |
| VANG TARGET RET 2060 Mutual Fund | Other securities | — | — | $99K | 1.3% | |
| VANG SM CAP IDX ADM Mutual Fund | Other securities | — | — | $86K | 1.1% | |
| VANG INFL PROT ADM Mutual Fund | Other securities | — | — | $72K | 0.9% | |
| LOOMIS GLOBAL BOND N Mutual Fund 145 BNYM INTL STOCK I Mutual Fund | Other securities | — | — | $69K | 0.9% | |
| PIF HIGH INCOME IS Mutual Fund | Other securities | — | — | $61K | 0.8% | |
| Participant Loans Interest rates between 4.25% - 9.50% | Bonds / Notes | — | — | $59K | 0.8% | |
| VANG TARGET RET 2020 Mutual Fund | Other securities | — | — | $22K | 0.3% | |
| VANG TARGET RET 2070 Mutual Fund | Other securities | — | — | $8K | 0.1% | |
| PIF MIDCAP FUND I Mutual Fund | Other securities | — | — | $5K | <0.1% | |
| CAUSEWAY INTL VAL IS Mutual Fund | Other securities | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
