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 | $1K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $23K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FID 500 INDEX Mutual fund | Other securities | — | — | $21.2M | 27.4% | |
| FID BLUE CHIP GR K6 Mutual fund | Other securities | — | — | $7.6M | 9.8% | |
| FID SEL TECHNOLOGY Mutual fund | Other securities | — | — | $7.0M | 9.0% | |
| FID FREEDOM 2030 K Mutual fund | Other securities | — | — | $3.5M | 4.5% | |
| FID TOTAL BOND Mutual fund | Other securities | — | — | $2.9M | 3.7% | |
| FID GOVT MMKT Money market fund | Cash / Money Market | — | — | $2.5M | 3.3% | |
| FID FREEDOM 2040 K Mutual fund | Other securities | — | — | $2.5M | 3.2% | |
| FID FREEDOM 2035 K Mutual fund | Other securities | — | — | $2.4M | 3.2% | |
| FID INTL INDEX Mutual fund | Other securities | — | — | $2.4M | 3.1% | |
| FID FREEDOM 2045 K Mutual fund | Other securities | — | — | $2.0M | 2.6% | |
| FID FREEDOM 2050 K Mutual fund | Other securities | — | — | $2.0M | 2.6% | |
| FID EXTD MKT IDX Mutual fund | Other securities | — | — | $1.9M | 2.5% | |
| FID SEL FINANCIAL Mutual fund | Other securities | — | — | $1.9M | 2.5% | |
| FID SEL HEALTHCARE Mutual fund | Other securities | — | — | $1.7M | 2.2% | |
| INVESCO DIVRS DIV R6 Mutual fund | Other securities | — | — | $1.6M | 2.0% | |
| FID BALANCED K6 Mutual fund | Other securities | — | — | $1.6M | 2.0% | |
| FID INTL DISCOVERY K Mutual fund | Other securities | — | — | $1.5M | 1.9% | |
| FID FREEDOM 2055 K Mutual fund | Other securities | — | — | $1.4M | 1.9% | |
| FID SMALL CAP VALUE Mutual fund | Other securities | — | — | $1.1M | 1.5% | |
| FID US BOND IDX Mutual fund | Other securities | — | — | $1.1M | 1.4% | |
| AS EMRG MKTS EQ IS Mutual fund | Other securities | — | — | $1.1M | 1.4% | |
| FID VALUE K Mutual fund | Other securities | — | — | $1.0M | 1.3% | |
| FID SEL CONS DISCR Mutual fund | Other securities | — | — | $972K | 1.3% | |
| FID REAL ESTATE INVS Mutual fund | Other securities | — | — | $716K | 0.9% | |
| FID FREEDOM 2060 K Mutual fund | Other securities | — | — | $635K | 0.8% | |
| VRTS C MDCP VAL EQ I Mutual fund | Other securities | — | — | $536K | 0.7% | |
| CRLN E MID-CAP GR I Mutual fund | Other securities | — | — | $486K | 0.6% | |
| FID SEL UTILITIES Mutual fund | Other securities | — | — | $479K | 0.6% | |
| FID STRATEGIC INCOME Mutual fund | Other securities | — | — | $418K | 0.5% | |
| Participant Loans Notes with varying maturities and interest rates ranging from 4.25% to 9.50% | Bonds / Notes | — | — | $397K | 0.5% | |
| J H TRITON T Mutual fund | Other securities | — | — | $223K | 0.3% | |
| FID FREEDOM INC K Mutual fund | Common Stock | — | — | $213K | 0.3% | |
| FID FREEDOM 2065 K Mutual fund | Other securities | — | — | $186K | 0.2% | |
| FID FREEDOM 2025 K Mutual fund | Other securities | — | — | $113K | 0.1% | |
| FID FREEDOM 2020 K Mutual fund | Other securities | — | — | $43K | <0.1% | |
| FID FREEDOM 2010 K Mutual fund | Other securities | — | — | $32K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
