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 | $16K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Growth Company Fund | Other securities | — | — | $1.8M | 14.3% | |
| Fidelity Freedom 2030 Fund | Other securities | — | — | $1.4M | 11.1% | |
| Fidelity Freedom 2040 Fund | Other securities | — | — | $1.4M | 10.9% | |
| Fidelity Freedom 2025 Fund | Other securities | — | — | $1.2M | 9.4% | |
| Fidelity Freedom 2035 Fund | Other securities | — | — | $878K | 6.9% | |
| Fidelity Blue Chip Growth Fund | Other securities | — | — | $720K | 5.7% | |
| Fidelity Freedom 2045 Fund | Other securities | — | — | $578K | 4.5% | |
| Fidelity Freedom 2020 Fund | Other securities | — | — | $492K | 3.9% | |
| Fidelity Investment Grade Bond Fund | Other securities | — | — | $421K | 3.3% | |
| Fidelity Governmental Money Market Fund | Cash / Money Market | — | — | $398K | 3.1% | |
| Blackrock Mid Cap Growth Fund | Other securities | — | — | $312K | 2.5% | |
| PGIM Funds Total Return Bond Fund | Other securities | — | — | $306K | 2.4% | |
| Fidelity Freedom 2055 Fund | Other securities | — | — | $306K | 2.4% | |
| Fidelity Large Cap Stock Fund | Other securities | — | — | $278K | 2.2% | |
| Fidelity Overseas Fund | Other securities | — | — | $270K | 2.1% | |
| Fidelity Freedom 2050 Fund | Other securities | — | — | $247K | 1.9% | |
| Diamond Hill Large Cap Fund | Other securities | — | — | $244K | 1.9% | |
| Fidelity Freedom 2065 Fund | Other securities | — | — | $238K | 1.9% | |
| Fidelity OTC Portfolio Fund | Other securities | — | — | $203K | 1.6% | |
| Fidelity Freedom 2060 Fund | Other securities | — | — | $194K | 1.5% | |
| Fidelity Total Market Fund | Other securities | — | — | $186K | 1.5% | |
| Fidelity Freedom 2070 Fund 688 * Participant Loans 3.25% to 8.25% Interest | Bonds / Notes | — | — | $137K | 1.1% | |
| Fidelity Value Fund | Other securities | — | — | $107K | 0.8% | |
| Calvert Research & Management Small Cap Fund | Other securities | — | — | $73K | 0.6% | |
| Virtus Duff & Phelps Water Fund 970 Thrivent Limited Maturity Bond Fund | Other securities | — | — | $62K | 0.5% | |
| Fidelity Puritan Fund | Other securities | — | — | $57K | 0.4% | |
| Blackrock Technology Opportunities Fund | Other securities | — | — | $52K | 0.4% | |
| Dimensional Fund Advisors US Small Cap Fund | Other securities | — | — | $50K | 0.4% | |
| Fidelity Freedom 2010 Fund - * Fidelity Freedom 2015 Fund | Other securities | — | — | $35K | 0.3% | |
| Fidelity Extended Market Index Fund | Other securities | — | — | $32K | 0.3% | |
| Fidelity Freedom Income Fund | Other securities | — | — | $31K | 0.2% | |
| Vanguard Real Estate Index Admiral Fund | Other securities | — | — | $5K | <0.1% | |
| Fidelity Select Medical Technology and Devices Fund | Other securities | — | — | $3K | <0.1% | |
| PGIM Funds Jennison Utility Fund | Other securities | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.