This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $32K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $44K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| % of plan | |||
|---|---|---|---|
| TRP LARGE CAP GRTH L T. ROWE PRICE TRUST COMPANY · EIN 87-2326243 / PN 001 | Common Collective Trust | $24.9M | 8.7% |
| FID FRDM INX 2030 S FIAM TRUST COMPANY · EIN 20-4659714 / PN 080 | Common Collective Trust | $23.3M | 8.2% |
| FID FRDM INX 2035 S FIAM TRUST COMPANY · EIN 20-4659714 / PN 081 | Common Collective Trust | $23.0M | 8.1% |
| FID FRDM INX 2025 S FIAM TRUST COMPANY · EIN 20-4659714 / PN 079 | Common Collective Trust | $21.5M | 7.5% |
| FID FRDM INX 2040 S FIAM TRUST COMPANY · EIN 20-4659714 / PN 082 | Common Collective Trust | $14.1M | 4.9% |
| FID FRDM INX 2045 S FIAM TRUST COMPANY · EIN 20-4659714 / PN 083 | Common Collective Trust | $11.3M | 4.0% |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | $9.0M | 3.2% |
| FID FRDM INX 2050 S FIAM TRUST COMPANY · EIN 20-4659714 / PN 084 | Common Collective Trust | $7.5M | 2.6% |
| FID FRDM INX 2055 S FIAM TRUST COMPANY · EIN 20-4659714 / PN 112 | Common Collective Trust | $5.7M | 2.0% |
| FID FRDM INX 2060 S FIAM TRUST COMPANY · EIN 20-4659714 / PN 146 | Common Collective Trust | $4.7M | 1.7% |
| FID FRDM INX 2020 S FIAM TRUST COMPANY · EIN 20-4659714 / PN 078 | Common Collective Trust | $3.9M | 1.4% |
| PUTN LG CP VAL TR IA PUTNAM FIDUCIARY TRUST COMPANY · EIN 82-3639536 / PN 275 | Common Collective Trust | $3.8M | 1.3% |
| FID FRDM INX 2015 S FIAM TRUST COMPANY · EIN 20-4659714 / PN 077 | Common Collective Trust | $2.4M | 0.8% |
| FID FRDM INX 2065 S FIAM TRUST COMPANY · EIN 20-4659714 / PN 169 | Common Collective Trust | $1.7M | 0.6% |
| FID FRDM INX INC S FIAM TRUST COMPANY · EIN 20-4659714 / PN 074 | Common Collective Trust | $1.0M | 0.4% |
| AM CENT SM CAP VAL SEI TRUST COMPANY · EIN 27-0573048 / PN 019 | Common Collective Trust | $783K | 0.3% |
| FID FRDM INX 2010 S FIAM TRUST COMPANY · EIN 20-4659714 / PN 076 | Common Collective Trust | $54K | <0.1% |
| FID FRDM INX 2005 S FIAM TRUST COMPANY · EIN 20-4659714 / PN 075 | Common Collective Trust | $0 | <0.1% |