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 | $29K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Investments FID FREEDOM 2030 K6 | Other securities | — | — | $4.0M | 12.3% | |
| Fidelity Investments FID FREEDOM 2020 K6 | Other securities | — | — | $3.8M | 11.6% | |
| Fidelity Investments FID FREEDOM 2040 K6 | Other securities | — | — | $3.6M | 10.9% | |
| Fidelity Investments FID FREEDOM 2025 K6 | Other securities | — | — | $3.4M | 10.6% | |
| Fidelity Investments FID FREEDOM 2045 K6 | Other securities | — | — | $3.0M | 9.2% | |
| Fidelity Investments FID FREEDOM 2035 K6 | Other securities | — | — | $2.9M | 8.9% | |
| Fidelity Investments FID FREEDOM 2050 K6 | Other securities | — | — | $2.5M | 7.6% | |
| Fidelity Investments FID 500 INDEX | Other securities | — | — | $1.5M | 4.5% | |
| Fidelity Investments FID FREEDOM 2055 K6 | Other securities | — | — | $1.4M | 4.2% | |
| RT METLIFE STABLE VL RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $1.2M | 3.8% | |
| Vanguard VANG EQUITY INC ADM | Common Stock | — | — | $769K | 2.4% | |
| JPMorgan JPM LG CAP GROWTH R6 | Other securities | — | — | $615K | 1.9% | |
| Fidelity Investments FID FREEDOM 2070 K6 510 * Fidelity Investments FID FREEDOM INC K6 | Common Stock | — | — | $604K | 1.9% | |
| PGIM Investments PGIM HIGH YIELD R6 | Other securities | — | — | $574K | 1.8% | |
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $559K | 1.7% | |
| Fidelity Investments FID FREEDOM 2060 K6 | Other securities | — | — | $481K | 1.5% | |
| American Funds AF EUROPAC GROWTH R6 | Other securities | — | — | $342K | 1.0% | |
| T.Rowe Price TRP CAP APPREC I | Other securities | — | — | $339K | 1.0% | |
| Invesco INVS SM CAP VAL R6 | Other securities | — | — | $206K | 0.6% | |
| Fidelity Investments FID FREEDOM 2065 K6 | Other securities | — | — | $139K | 0.4% | |
| PIMCO PIM TOTAL RT INST | Other securities | — | — | $100K | 0.3% | |
| MFS MID CAP VALUE R6 | Other securities | — | — | $90K | 0.3% | |
| Franklin Investments FKLN SM CAP GRTH R6 | Other securities | — | — | $33K | 0.1% | |
| Fidelity Investments FID MID CAP IDX | Other securities | — | — | $26K | <0.1% | |
| Fidelity Investments FID GOVT MMKT | Other securities | — | — | $11K | <0.1% | |
| Blackrock BLKRK MD CP GR EQ K | Other securities | — | — | $6K | <0.1% | |
| Fidelity Investments FID SM CAP IDX | Other securities | — | — | $6K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
