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 | $31K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH | 13-5674085 | — | INVESTMENT ADVISOR | $24K | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Management Trust Company Fidelity Freedom Index 2035 IPR | Other securities | — | — | $4.2M | 29.6% | |
| Fidelity Management Trust Company Fidelity Freedom Index 2040 IPR | Other securities | — | — | $1.8M | 12.9% | |
| Fidelity Management Trust Company Fidelity Freedom Index 2050 IPR | Other securities | — | — | $906K | 6.4% | |
| Fidelity Management Trust Company Fidelity 500 Index | Other securities | — | — | $892K | 6.3% | |
| Fidelity Management Trust Company Fidelity Freedom Index 2030 IPR | Other securities | — | — | $889K | 6.2% | |
| Fidelity Management Trust Company Fidelity Freedom Index 2045 IPR | Other securities | — | — | $700K | 4.9% | |
| Fidelity Management Trust Company Fidelity Freedom Index 2025 IPR | Other securities | — | — | $681K | 4.8% | |
| Fidelity Management Trust Company Fidelity Freedom Index 2055 IPR | Other securities | — | — | $590K | 4.1% | |
| Fidelity Management Trust Company Fidelity Freedom Index 2020 IPR | Other securities | — | — | $495K | 3.5% | |
| JPMorgan Large Cap Growth Fund Class R6 | Other securities | — | — | $468K | 3.3% | |
| Fidelity Management Trust Company Fidelity Freedom Index 2060 IPR | Other securities | — | — | $420K | 2.9% | |
| Fully Benefit-Responsive Investment Contract Lincoln National Life Insurance Company Lincoln Stable Value | Other securities | — | — | $261K | 1.8% | |
| Participant Loans Principal balances ranging up to $43,433, interest at 4.25% - | Bonds / Notes | — | — | $224K | 1.6% | |
| American Funds Service Company American Funds Balanced Class R6 | Other securities | — | — | $211K | 1.5% | |
| American Funds Service Company American Funds Mutual Fund Class R6 | Other securities | — | — | $185K | 1.3% | |
| Invesco Small Cap Value Fund Class R6 | Other securities | — | — | $146K | 1.0% | |
| Fidelity Management Trust Company Fidelity Freedom Index 2070 IPR ** 678 * Fidelity Management Trust Company Fidelity Freedom Index Income IPR | Other securities | — | — | $123K | 0.9% | |
| Fidelity Management Trust Company Fidelity Mid Cap Index | Other securities | — | — | $122K | 0.9% | |
| Prudential Investment Portfolios PGIM Total Return Bond Fund Class R6 | Other securities | — | — | $119K | 0.8% | |
| Vanguard Group Vanguard Wellesley Income Fund Admiral | Common Stock | — | — | $105K | 0.7% | |
| Fidelity Management Trust Company Fidelity International Index | Other securities | — | — | $82K | 0.6% | |
| Fidelity Management Trust Company Fidelity Real Estate Index Fund ** 413 * Fidelity Management Trust Company Fidelity Small Cap Index | Other securities | — | — | $69K | 0.5% | |
| MFS Series Trust MFS Mid Cap Growth Fund Class R6 ** 421 PIMCO Investment Management PIMCO Income Fund Institutional Class | Other securities | — | — | $65K | 0.5% | |
| Fidelity Management Trust Company Fidelity Freedom Index 2065 IPR | Other securities | — | — | $64K | 0.4% | |
| Invesco Equity and Income Fund Class R6 | Other securities | — | — | $59K | 0.4% | |
| Fidelity Management Trust Company Fidelity US Bond Index | Other securities | — | — | $58K | 0.4% | |
| MFS Series Trust MFS International Growth Fund Class R6 | Other securities | — | — | $49K | 0.3% | |
| American Funds Service Company American Funds EuroPacific Growth Class R6 | Other securities | — | — | $48K | 0.3% | |
| American Funds Service Company American Century Mid Cap Value Fund R6 Class | Mutual Funds | — | — | $40K | 0.3% | |
| Vanguard Group Vanguard International Value Fund Investor | Common Stock | — | — | $37K | 0.3% | |
| American Funds Service Company American Funds New World Class R6 | Other securities | — | — | $36K | 0.3% | |
| Fidelity Management Trust Company Fidelity Inflation Protected Bond Index | Other securities | — | — | $32K | 0.2% | |
| Fidelity Management Trust Company Fidelity Freedom Index 2015 IPR | Other securities | — | — | $28K | 0.2% | |
| Vanguard Group Vanguard FTSE Social Index Fund Admiral ** 453 Vanguard Group Vanguard Global Equity Fund Investor | Common Stock | — | — | $20K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
