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 | $43K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FINANCIAL ENGINES | 94-3250323 | — | ADVISOR | $14K | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
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 | |||
|---|---|---|---|
| SP 500 INDEX PL CL C GEODE CAPITAL MANAGEMENT TRUST · EIN 82-6293122 / PN 001 | Common Collective Trust | $157.9M | 23.1% |
| FID FRDM INX 2035 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 081 | Common Collective Trust | $44.6M | 6.5% |
| FID FRDM INX 2040 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 082 | Common Collective Trust | $43.6M | 6.4% |
| FID FRDM INX 2045 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 083 | Common Collective Trust | $38.7M | 5.7% |
| FID FRDM INX 2030 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 080 | Common Collective Trust | $32.6M | 4.8% |
| FID FRDM INX 2050 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 084 | Common Collective Trust | $28.6M | 4.2% |
| JPMCB US ACT CORE CF JPMORGAN CHASE BANK, N.A. · EIN 13-4043928 / PN 001 | Common Collective Trust | $22.8M | 3.3% |
| SP INTL INDEX C GEODE CAPITAL MANAGEMENT TRUST · EIN 82-6293122 / PN 011 | Common Collective Trust | $21.5M | 3.1% |
| WT INTL OPPS 4 WELLINGTON TRUST COMPANY, NA · EIN 04-6913417 / PN 199 | Common Collective Trust | $17.9M | 2.6% |
| ARISTOTLE VALUE EQ SEI TRUST COMPANY · EIN 81-2704975 / PN 095 | Common Collective Trust | $16.5M | 2.4% |
| GALLIARD STBLE RTN E SEI TRUST COMPANY · EIN 52-2250951 / PN 001 | Common Collective Trust | $16.2M | 2.4% |
| SP EXT MKT IDX CL C GEODE CAPITAL MANAGEMENT TRUST · EIN 82-6293122 / PN 010 | Common Collective Trust | $14.5M | 2.1% |
| FID FRDM INX 2055 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 112 | Common Collective Trust | $13.0M | 1.9% |
| FID FRDM INX 2025 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 079 | Common Collective Trust | $9.8M | 1.4% |
| EV HIGH YIELD BOND I EATON VANCE TRUST COMPANY · EIN 42-1701287 / PN 001 | Common Collective Trust | $7.7M | 1.1% |
| PIONEER BOND R1 GREAT GRAY TRUST COMPANY, LLC · EIN 81-5420248 / PN 291 | Common Collective Trust | $6.3M | 0.9% |
| FID FRDM INX 2020 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 078 | Common Collective Trust | $5.8M | 0.8% |
| FID FRDM INX 2060 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 146 | Common Collective Trust | $2.5M | 0.4% |
| FID FRDM IDX RET T FIAM TRUST COMPANY · EIN 20-4659714 / PN 074 | Common Collective Trust | $1.5M | 0.2% |
| SS REAL ASSET C STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 280 | Common Collective Trust | $1.2M | 0.2% |
| FID FRDM INX 2065 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 169 | Common Collective Trust | $1.1M | 0.2% |
| FID FRDM INX 2010 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 076 | Common Collective Trust | $764K | 0.1% |
| FID FRDM INX 2015 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 077 | Common Collective Trust | $322K | <0.1% |
| FID FRDM INX 2070 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 219 | Common Collective Trust | $23K | <0.1% |
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | $0 | <0.1% |
| WT INTL OPPS 4 WELLINGTON TRUST COMPANY, NA · EIN 27-3649481 / PN 001 | Common Collective Trust | $0 | <0.1% |
| ARISTOTLE VALUE EQ SEI TRUST COMPANY · EIN 81-3393503 / PN 002 | Common Collective Trust | $0 | <0.1% |
