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 | $41K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $12K | — |
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 FID GROWTH CO K6 - | Common Stock | — | — | $4.6M | 18.8% | |
| J.P. Morgan JPM SMRTRET 2055 R6 - | Other securities | — | — | $3.2M | 13.2% | |
| J.P. Morgan JPM SMRTRET 2035 R6 - | Other securities | — | — | $1.9M | 7.9% | |
| J.P. Morgan JPM SMRTRET 2040 R6 - | Other securities | — | — | $1.8M | 7.4% | |
| Fidelity Investments FID GOVT MMKT - 985 * Fidelity Investments FID 500 INDEX - | Other securities | — | — | $1.7M | 7.1% | |
| J.P. Morgan JPM SMRTRET 2045 R6 - | Other securities | — | — | $1.7M | 7.1% | |
| J.P. Morgan JPM SMRTRET 2050 R6 - | Other securities | — | — | $1.2M | 4.8% | |
| J.P. Morgan JPM SMRTRET 2030 R6 - | Other securities | — | — | $1.0M | 4.3% | |
| Fidelity Investments FID WORLDWIDE - | Other securities | — | — | $825K | 3.4% | |
| Fidelity Investments FID INVST GR BD - | Other securities | — | — | $694K | 2.8% | |
| J.P. Morgan JPM SMRTRET 2025 R6 - | Other securities | — | — | $610K | 2.5% | |
| Fidelity Investments FID LOW PRICED STK - | Other securities | — | — | $533K | 2.2% | |
| INTL GR II FEE I1 GREAT GRAY TRUST COMPANY · EIN 38-4139842 / PN 619 | Common Collective Trust | — | — | $514K | 2.1% | |
| J.P. Morgan JPM SMRTRET INC R6 - | Common Stock | — | — | $502K | 2.0% | |
| Fidelity Investments FID MID CAP STOCK K6 - | Other securities | — | — | $440K | 1.8% | |
| Empower Annuity Insurance Co. EMP GUARANTEED INC - | Common Stock | — | — | $413K | 1.7% | |
| American Century AM CENT MD CP VAL R6 - | Other securities | — | — | $401K | 1.6% | |
| Fidelity Investments FID PURITAN - | Other securities | — | — | $395K | 1.6% | |
| Fidelity Investments FID MID CAP IDX - | Other securities | — | — | $388K | 1.6% | |
| Vanguard VANG SMCP GR IDX ADM - | Other securities | — | — | $352K | 1.4% | |
| American Funds AF AMER MUTUAL R6 - | Other securities | — | — | $320K | 1.3% | |
| Fidelity Investments FID SM CAP IDX - | Other securities | — | — | $274K | 1.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
