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 | $28K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| s * Fidelity Investments Fidelity Freedom Index 2030 Fund Institutional N/R | Mutual Funds | — | — | $2.0M | 15.6% | |
| Premium * Fidelity Investments Fidelity Freedom Index 2035 Fund Institutional N/R | Mutual Funds | — | — | $1.8M | 14.0% | |
| Premium * Fidelity Investments Fidelity Freedom Index 2025 Fund Institutional N/R | Mutual Funds | — | — | $1.5M | 11.9% | |
| Premium * Fidelity Investments Fidelity 500 Index Fund N/R | Common Collective Trusts | — | — | $1.2M | 9.7% | |
| Fidelity Investments Fidelity Freedom Index 2040 Fund Institutional N/R | Mutual Funds | — | — | $1.1M | 8.7% | |
| Premium * Fidelity Investments Fidelity Blue Chip Growth K6 Fund N/R | Mutual Funds | — | — | $504K | 4.0% | |
| Fidelity Investments Fidelity Freedom Index 2045 Fund Institutional N/R | Mutual Funds | — | — | $488K | 3.8% | |
| Premium * Fidelity Investments Fidelity Freedom Index 2050 Fund Institutional N/R | Mutual Funds | — | — | $476K | 3.8% | |
| Premium * Fidelity Investments Fidelity Large Cap Growth Index Fund N/R | Common Collective Trusts | — | — | $452K | 3.6% | |
| Fidelity Investments Fidelity Freedom Index Income Fund N/R | Mutual Funds | — | — | $403K | 3.2% | |
| Money Market Funds Gabello Gabelli U.S. Treasury Money Market Fund N/R | Cash / Money Market | — | — | $340K | 2.7% | |
| Institutional Premium * Fidelity Investments Fidelity Freedom Index 2055 Fund Institutional N/R | Mutual Funds | — | — | $241K | 1.9% | |
| Class I * Fidelity Investments Fidelity Government Money Fund Class K6 N/R | Mutual Funds | — | — | $218K | 1.7% | |
| Premium * Fidelity Investments Fidelity Freedom Index 2060 Fund Institutional N/R | Mutual Funds | — | — | $187K | 1.5% | |
| Premium * Fidelity Investments Fidelity Mid Cap Growth Index Fund N/R | Common Collective Trusts | — | — | $165K | 1.3% | |
| Fidelity Investments Fidelity Small Cap Growth Index Fund N/R | Common Collective Trusts | — | — | $143K | 1.1% | |
| Participant Loans * Participant Loans Interest rates: 6.25% - 8.50% $0 | Bonds / Notes | — | — | $142K | 1.1% | |
| Fidelity Investments Fidelity Large Cap Value Index Fund N/R | Common Collective Trusts | — | — | $130K | 1.0% | |
| Fidelity Investments Fidelity Global ex U.S. Index Fund N/R | Common Collective Trusts | — | — | $129K | 1.0% | |
| American Funds American Funds American mutual Funds Class N/R | Mutual Funds | — | — | $129K | 1.0% | |
| R6 MFS Mid Cap Growth Fund Class R6 N/R | Mutual Funds | — | — | $121K | 1.0% | |
| Vanguard High-Yield Corporate Fund Class R6 N/R | Mutual Funds | — | — | $95K | 0.7% | |
| Fidelity Investments Fidelity Mid Cap Index Fund N/R | Common Collective Trusts | — | — | $90K | 0.7% | |
| Fidelity Investments Fidelity International Capital Appreciation Fund N/R | Mutual Funds | — | — | $90K | 0.7% | |
| Fidelity Investments Fidelity Emerging Markets Index N/R | Mutual Funds | — | — | $62K | 0.5% | |
| Goldman Sachs Goldman Sachs Inflation Protected Securities N/R | Other securities | — | — | $52K | 0.4% | |
| Fund Class R6 JPMorgan Government Bond Fund Class R6 N/R | U.S. Treasuries | — | — | $51K | 0.4% | |
| American Funds American Funds EuroPacific Growth Fund N/R | Mutual Funds | — | — | $45K | 0.4% | |
| Class R6 * Fidelity Investments Fidelity Investments Small Cap Index Fund N/R | Common Collective Trusts | — | — | $43K | 0.3% | |
| Fidelity Investments Fidelity Total Bond K6 Fund N/R | Mutual Funds | — | — | $41K | 0.3% | |
| Janus Henderson Janus Henderson Growth And Equity Fund N/R | Mutual Funds | — | — | $40K | 0.3% | |
| Class R6 Allspring Special Mid Cap Value Fund Class R6 N/R | Other securities | — | — | $31K | 0.2% | |
| Fidelity Investments Fidelity U.S. Bond Index Fund N/R | Common Collective Trusts | — | — | $31K | 0.2% | |
| Janus Henderson Janus Henderson Trition Fund Class N N/R | Mutual Funds | — | — | $26K | 0.2% | |
| RBC Emerging Markets Equity Fund Class R6 N/R | Other securities | — | — | $23K | 0.2% | |
| BlackRock Floating Rate Income Fund Class K N/R | Bonds / Notes | — | — | $23K | 0.2% | |
| Fidelity Investments Fidelity Real Estate Index Fund N/R | Common Collective Trusts | — | — | $20K | 0.2% | |
| Fidelity Investments Fidelity Mid Cap Value Index Fund N/R | Common Collective Trusts | — | — | $14K | 0.1% | |
| Fidelity Investments Fidelity Small Cap Value Index Fund N/R | Common Collective Trusts | — | — | $7K | <0.1% | |
| Fidelity Investments Fidelity Inflation-Protected Bond Index Fund N/R | Common Collective Trusts | — | — | $6K | <0.1% | |
| Fidelity Investments Fidelity Freedom Index 2020 Fund Institutional N/R | Mutual Funds | — | — | $6K | <0.1% | |
| Premium * Fidelity Investments Fidelity Freedom Index 2065 Fund Institutional N/R | Mutual Funds | — | — | $6K | <0.1% | |
| Premium Vanguard Ultra-Term Bond Fund Admiral N/R | Mutual Funds | — | — | $4K | <0.1% | |
| Shares DFA Real Estate Securities Small Cap Value N/R | Mutual Funds | — | — | $4K | <0.1% | |
| Fund Class Allspring Special Small Cap Value Fund Class N/R | Other securities | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
