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 | $31K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $11K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Management Trust Company Fid Freedom 2035 K | Other securities | — | — | $8.8M | 16.0% | |
| Fidelity Management Trust Company Fid Freedom 2030 K | Other securities | — | — | $6.7M | 12.2% | |
| Fidelity Management Trust Company Fid Freedom 2040 K | Other securities | — | — | $6.3M | 11.4% | |
| Fidelity Management Trust Company Fid Freedom 2045 K | Other securities | — | — | $5.5M | 10.0% | |
| Fidelity Management Trust Company Fid Freedom 2050 K | Other securities | — | — | $4.1M | 7.5% | |
| Fidelity Management Trust Company Fid Freedom 2025 K | Other securities | — | — | $3.8M | 6.9% | |
| . * Fidelity Management Trust Company Fid Contrafund K | Other securities | — | — | $2.5M | 4.6% | |
| Fidelity Management Trust Company Fid Freedom 2055 K | Other securities | — | — | $2.4M | 4.4% | |
| Fidelity Management Trust Company Fid 500 Index | Other securities | — | — | $2.1M | 3.9% | |
| Lincoln National Life Insurance Company Stable value fixed account | Other securities | — | — | $2.0M | 3.6% | |
| Fidelity Management Trust Company Government Money Market Fund | Cash / Money Market | — | — | $1.5M | 2.7% | |
| Fidelity Management Trust Company Fid Total Bond | Other securities | — | — | $941K | 1.7% | |
| Fidelity Management Trust Company Fid Mid Cap Index | Other securities | — | — | $894K | 1.6% | |
| Fidelity Management Trust Company Fid Freedom 2060 K | Other securities | — | — | $829K | 1.5% | |
| Fidelity Management Trust Company Fid Freedom 2020 K | Other securities | — | — | $822K | 1.5% | |
| American Funds AF New Perspective Fund R6 | Other securities | — | — | $750K | 1.4% | |
| Self-directed brokerage account Various investments | Other securities | — | — | $732K | 1.3% | |
| Janus Capital Management Janus Henderson Triton Fund | Other securities | — | — | $569K | 1.0% | |
| American Funds AF Balanced Fund R6 | Other securities | — | — | $466K | 0.8% | |
| Fidelity Management Trust Company Fid Small Cap Index | Other securities | — | — | $432K | 0.8% | |
| American Funds AF New World Fund R6 | Other securities | — | — | $430K | 0.8% | |
| Fidelity Management Trust Company Fid Intl Index | Other securities | — | — | $384K | 0.7% | |
| Fidelity Management Trust Company Fid Freedom 2065 K | Other securities | — | — | $378K | 0.7% | |
| Fidelity Management Trust Company Fid Freedom 2015 K | Other securities | — | — | $358K | 0.6% | |
| JPMorgan US Value Fund R6 | Other securities | — | — | $276K | 0.5% | |
| Fidelity Management Trust Company Fid Overseas K | Other securities | — | — | $187K | 0.3% | |
| Victory Capital Management Victory Sycamore Established Value Fund | Other securities | — | — | $185K | 0.3% | |
| Federated Institutional High Yield Bond Fund | Other securities | — | — | $173K | 0.3% | |
| Fidelity Management Trust Company Fid Ltd Term Bond | Common Stock | — | — | $160K | 0.3% | |
| MFS Mid Cap Growth Fund | Other securities | — | — | $110K | 0.2% | |
| iShares Short Term TIPS Bond | Other securities | — | — | $73K | 0.1% | |
| Fidelity Management Trust Company Fid Freedom 2010 K | Other securities | — | — | $59K | 0.1% | |
| Fidelity Management Trust Company Fid Freedom Inc K | Common Stock | — | — | $47K | <0.1% | |
| Cohen & Steers C&S Institutional Realty | Other securities | — | — | $43K | <0.1% | |
| Allspring Special Small Cap Value Fund | Other securities | — | — | $14K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
