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 | -$24K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $19K | — |
| REGIONS INSTITUTIONAL TRUST |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Blue Chip Growth K | Other securities | — | — | $13.5M | 29.9% | |
| Fidelity Freedom Index 2040 IPR | Other securities | — | — | $3.8M | 8.5% | |
| Fidelity Freedom Index 2030 IPR | Other securities | — | — | $3.4M | 7.6% | |
| Interest-bearing cash * Fidelity Govt Cash Reserves | Cash / Money Market | — | — | $2.9M | 6.4% | |
| Fidelity Extended Market Index Fund | Other securities | — | — | $2.5M | 5.6% | |
| Fidelity 500 Index | Other securities | — | — | $1.9M | 4.1% | |
| Fidelity Equity Income K | Other securities | — | — | $1.8M | 3.9% | |
| Fidelity Global EX US Index | Other securities | — | — | $1.6M | 3.6% | |
| Fidelity Freedom Index 2050 IPR | Other securities | — | — | $1.5M | 3.3% | |
| Fidelity Freedom Index 2035 IPR | Other securities | — | — | $1.4M | 3.1% | |
| Fidelity Govt MMRK PRM | Other securities | — | — | $1.3M | 2.9% | |
| Fidelity Freedom Index 2025 IPR | Other securities | — | — | $1.3M | 2.8% | |
| Fidelity Investment Grade Bond Fund | Other securities | — | — | $1.3M | 2.8% | |
| Fidelity Mid Cap Stock K | Other securities | — | — | $1.2M | 2.7% | |
| MFS Massachusets Investors Trust R6 | Other securities | — | — | $1.2M | 2.6% | |
| Fidelity Worldwide | Other securities | — | — | $648K | 1.4% | |
| Fidelity Freedom Index 2020 IPR | Other securities | — | — | $634K | 1.4% | |
| receivable due at various dates through December 2028 - | Other securities | — | — | $495K | 1.1% | |
| Fidelity US Bond Index | Other securities | — | — | $311K | 0.7% | |
| DFA U.S. Targeted Value Porfolio Inst | Other securities | — | — | $254K | 0.6% | |
| Fidelity Freedom Index 2055 IPR | Other securities | — | — | $204K | 0.5% | |
| American Funds EuroPacific Growth Fund Class R-6 | Other securities | — | — | $200K | 0.4% | |
| Fidelity Freedom Index 2065 IPR | Other securities | — | — | $141K | 0.3% | |
| Fidelity Freedom Index 2060 IPR | Other securities | — | — | $134K | 0.3% | |
| Fidelity Asset Manager 50% | Other securities | — | — | $113K | 0.3% | |
| Vanguard Explorer Fund Admiral | Other securities | — | — | $71K | 0.2% | |
| Fidelity Freedom Index 2010 IPR | Other securities | — | — | $56K | 0.1% | |
| Fidelity Freedom Index 2015 IPR | Other securities | — | — | $13K | <0.1% | |
| Fidelity Freedom Index 2070 IPR ** 651 * Fidelity Freedom Index Income IPR | Other securities | — | — | $8K | <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 |
| — |
