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 | -$56K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $25K | — |
| REGIONS INSTITUTIONAL TRUST |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Blue Chip Growth K | Other securities | — | — | $21.0M | 29.6% | |
| Fidelity 500 Index | Other securities | — | — | $5.8M | 8.2% | |
| Fidelity Freedom Index 2040 IPR | Other securities | — | — | $5.3M | 7.5% | |
| Fidelity Freedom Index 2030 IPR | Other securities | — | — | $4.4M | 6.2% | |
| Fidelity Freedom Index 2025 IPR | Other securities | — | — | $4.2M | 5.9% | |
| Fidelity Equity Income K | Other securities | — | — | $3.9M | 5.4% | |
| Fidelity Freedom Index 2045 IPR | Other securities | — | — | $3.0M | 4.2% | |
| Interest-bearing cash * Fidelity Govt Cash Reserves | Cash / Money Market | — | — | $3.0M | 4.2% | |
| Fidelity Extended Market Index Fund | Other securities | — | — | $3.0M | 4.2% | |
| Fidelity Global EX US Index | Other securities | — | — | $2.6M | 3.6% | |
| Fidelity Freedom Index 2035 IPR | Other securities | — | — | $2.0M | 2.9% | |
| Fidelity Mid Cap Stock K | Other securities | — | — | $1.9M | 2.6% | |
| Fidelity Investment Grade Bond Fund | Other securities | — | — | $1.8M | 2.6% | |
| Fidelity Govt MMRK PRM | Other securities | — | — | $1.5M | 2.1% | |
| Fidelity Freedom Index 2050 IPR | Other securities | — | — | $1.3M | 1.9% | |
| Fidelity Worldwide | Other securities | — | — | $1.2M | 1.7% | |
| Fidelity Freedom Index 2010 IPR | Other securities | — | — | $778K | 1.1% | |
| Fidelity US Bond Index | Other securities | — | — | $654K | 0.9% | |
| MFS Massachusets Investors Trust R6 | Other securities | — | — | $618K | 0.9% | |
| due at various dates through October 2028 - | Other securities | — | — | $473K | 0.7% | |
| Vanguard Explorer Fund Admiral | Other securities | — | — | $469K | 0.7% | |
| Fidelity Freedom Index 2055 IPR | Other securities | — | — | $452K | 0.6% | |
| Fidelity Freedom Index 2020 IPR | Other securities | — | — | $431K | 0.6% | |
| Fidelity Asset Manager 50% | Other securities | — | — | $332K | 0.5% | |
| DFA U.S. Targeted Value Porfolio Inst | Other securities | — | — | $318K | 0.4% | |
| American Funds EuroPacific Growth Fund Class R-6 | Other securities | — | — | $311K | 0.4% | |
| Fidelity Freedom Index 2060 IPR | Other securities | — | — | $149K | 0.2% | |
| Fidelity Freedom Index Income IPR | Other securities | — | — | $115K | 0.2% | |
| Fidelity Freedom Index 2065 IPR | Other securities | — | — | $53K | <0.1% | |
| Fidelity Freedom Index 2015 IPR | Other securities | — | — | $12K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 63-0371391 |
| — |
| INVESTMENT ADVISOR |
| $11K |
| — |
