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 | $17K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS LLC | 43-1451524 | — | ADVISOR | $25K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FID 500 INDEX 1,684,343 # | Other securities | — | — | $1.7M | 15.4% | |
| STATE ST TR 2040 K 89,955 # | Other securities | — | — | $1.3M | 11.7% | |
| FID CONTRAFUND 55,599 # | Other securities | — | — | $1.2M | 10.7% | |
| STATE ST TR 2035 K 75,539 # | Other securities | — | — | $1.0M | 9.5% | |
| STATE ST TR 2030 K 73,934 # | Other securities | — | — | $957K | 8.7% | |
| STATE ST TR 2025 K 71,689 # | Other securities | — | — | $857K | 7.8% | |
| STATE ST TR 2055 K 30,502 # | Other securities | — | — | $471K | 4.3% | |
| FID MID CAP IDX 11,881 # | Other securities | — | — | $401K | 3.7% | |
| JPM MID CAP GRTH R6 6,924 # | Other securities | — | — | $358K | 3.3% | |
| STATE ST TR 2045 K 22,931 # | Other securities | — | — | $340K | 3.1% | |
| STATE ST TR 2050 K 20,435 # | Other securities | — | — | $307K | 2.8% | |
| MFS VALUE R6 5,469 # | Other securities | — | — | $265K | 2.4% | |
| STATE ST TR 2060 K 16,644 # | Other securities | — | — | $261K | 2.4% | |
| FID SM CAP IDX 8,672 # | Other securities | — | — | $240K | 2.2% | |
| FID BALANCED 7,394 # | Other securities | — | — | $219K | 2.0% | |
| VANG INTL GROWTH ADM 2,096 # | Other securities | — | — | $213K | 1.9% | |
| LD ABT BOND DBNTR R6 28,665 # | U.S. Treasuries | — | — | $203K | 1.9% | |
| JPM CORE BOND R6 17,088 # | Other securities | — | — | $173K | 1.6% | |
| STATE ST TR 2020 K 8,883 # | Other securities | — | — | $95K | 0.9% | |
| PUTNAM INTL VAL R6 6,982 # | Other securities | — | — | $92K | 0.8% | |
| INVS EQV EM ALLCP R6 1,957 # | Other securities | — | — | $64K | 0.6% | |
| VAN REAL EST IDX ADM 502 # | Other securities | — | — | $63K | 0.6% | |
| FID GOVT MMKT | Other securities | — | $62K | $62K | 0.6% | |
| MFS INTL NEW DISC R6 843 # | Other securities | — | — | $25K | 0.2% | |
| TRP RETIRE BAL I 1,562 # | Other securities | — | — | $21K | 0.2% | |
| FID GLB EX US IDX 1,085 # | Other securities | — | — | $16K | 0.1% | |
| FID US BOND IDX 1,053 # | Other securities | — | — | $11K | <0.1% | |
| STATE ST TR 2065 K 407 # | 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.
