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 | $504K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $1.0M | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FIDELITY FID 500 INDEX | Common Collective Trusts | — | — | $296.0M | 9.9% | |
| FIDELITY FID CONTRAFUND K6 | Mutual Funds | — | — | $283.7M | 9.4% | |
| VANGUARD VANG TARGET RET 2040 | Mutual Funds | — | — | $255.0M | 8.5% | |
| VANGUARD VANG TARGET RET 2035 | Mutual Funds | — | — | $240.4M | 8.0% | |
| VANGUARD VANG TARGET RET 2045 | Mutual Funds | — | — | $226.1M | 7.5% | |
| VANGUARD VANG TARGET RET 2030 | Mutual Funds | — | — | $225.2M | 7.5% | |
| VANGUARD VANG TARGET RET 2050 | Mutual Funds | — | — | $215.9M | 7.2% | |
| VANGUARD VANG TARGET RET 2055 | Mutual Funds | — | — | $159.4M | 5.3% | |
| VANGUARD VANG TARGET RET 2025 | Mutual Funds | — | — | $147.3M | 4.9% | |
| VANGUARD FEDERAL MONEY MARKET | Mutual Funds | — | — | $134.1M | 4.5% | |
| VANGUARD VANG TARGET RET 2060 | Mutual Funds | — | — | $122.4M | 4.1% | |
| DODGE & COX DODGE + COX INCOME X | Mutual Funds | — | — | $91.7M | 3.1% | |
| FIDELITY BROKERAGELINK | Mutual Funds | — | — | $86.6M | 2.9% | |
| DODGE & COX DODGE + COX STOCK X | Mutual Funds | — | — | $86.2M | 2.9% | |
| FIDELITY FID EXTD MKT IDX | Common Collective Trusts | — | — | $86.0M | 2.9% | |
| VANGUARD VANG TARGET RET 2020 | Mutual Funds | — | — | $79.8M | 2.7% | |
| FIDELITY FID GLB EX US IDX | Common Collective Trusts | — | — | $78.3M | 2.6% | |
| and maturing 2025 to 2030 | Other securities | — | — | $54.3M | 1.8% | |
| AMERICAN FUNDS AF EUROPAC GROWTH R6 | Mutual Funds | — | — | $50.5M | 1.7% | |
| VANGUARD VANG TARGET RET INC | Mutual Funds | — | — | $34.7M | 1.2% | |
| FIDELITY FID US BOND IDX | Common Collective Trusts | — | — | $28.3M | 0.9% | |
| DELAWARE DLWR SM CAP CORE IS | Other securities | — | — | $16.6M | 0.6% | |
| VANGUARD VANG TARGET RET 2070 | Mutual Funds | — | — | $2.0M | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
