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 | $19K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| REGIONS BANK | 63-0371391 | — | ADVISOR | $18K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| AF Target Date 2025 | Other securities | — | — | $1.5M | 17.6% | |
| JPM Large Cap Growth | Other securities | — | — | $974K | 11.5% | |
| AF Target Date 2030 | Other securities | — | — | $701K | 8.3% | |
| Fidelity Gov Cash Reserve | Cash / Money Market | — | — | $698K | 8.2% | |
| AF Target Date 2050 | Other securities | — | — | $607K | 7.2% | |
| AF Target Date 2035 | Other securities | — | — | $541K | 6.4% | |
| BrokerageLink | Other securities | — | — | $503K | 5.9% | |
| Fidelity 500 Index | Other securities | — | — | $486K | 5.7% | |
| AF Target Date 2040 | Other securities | — | — | $479K | 5.6% | |
| AF Target Date 2045 | Other securities | — | — | $418K | 4.9% | |
| AF Target Date 2010 | Other securities | — | — | $373K | 4.4% | |
| AF Target Date 2015 | Other securities | — | — | $318K | 3.8% | |
| AF Target Date 2055 | Other securities | — | — | $272K | 3.2% | |
| AF Target Date 2020 | Other securities | — | — | $241K | 2.8% | |
| BrokerageLink | Other securities | — | — | $116K | 1.4% | |
| AF Target Date 2060 | Other securities | — | — | $76K | 0.9% | |
| Fidelity Mid Cap Index | Other securities | — | — | $40K | 0.5% | |
| Metwest Total Return Bond | Other securities | — | — | $39K | 0.5% | |
| PIM GNMA Inst\u2019l | Agency / Mortgage-Backed | — | — | $22K | 0.3% | |
| MFS Mid Cap Value | Other securities | — | — | $17K | 0.2% | |
| AM Cent Small Cap Growth | Other securities | — | — | $13K | 0.1% | |
| JPM Small Cap Value | Other securities | — | — | $10K | 0.1% | |
| AF Target Date 2065 | Other securities | — | — | $10K | 0.1% | |
| MFS Value | Other securities | — | — | $9K | 0.1% | |
| MFS Mid Cap Growth | Other securities | — | — | $9K | 0.1% | |
| Fidelity Fund | Other securities | — | — | $7K | <0.1% | |
| FID Small Cap Index | Other securities | — | — | $5K | <0.1% | |
| Fidelity International Index | Other securities | — | — | $476 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
