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 | $26K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $17K | — |
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 Freedom 2050 K6 | Other securities | — | — | $1.2M | 12.9% | |
| Fidelity 500 Index Fund | Other securities | — | — | $1.1M | 11.6% | |
| Fidelity Freedom 2055 K6 | Other securities | — | — | $1.0M | 11.1% | |
| Fidelity Blue Chip Growth K6 Fund | Other securities | — | — | $1.0M | 10.9% | |
| Fidelity Freedom 2045 K6 | Other securities | — | — | $919K | 9.9% | |
| Fidelity Total Bond K6 | Other securities | — | — | $886K | 9.5% | |
| Fidelity Freedom 2035 K6 | Other securities | — | — | $568K | 6.1% | |
| Fidelity Management Trust Company Common/Collective trust fund - Galliard Stable Return Fund C | Common Collective Trusts | — | — | $378K | 4.1% | |
| GALLIARD STBLE RTN C WELLS FARGO BANK, N.A. · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $378K | 4.1% | |
| FID FREEDOM 2060 K6 | Other securities | — | — | $357K | 3.8% | |
| Fidelity Management Trust Company Columbia Dividend Income Fun I2 | Other securities | — | — | $331K | 3.6% | |
| Fidelity Global ex U.S. Index Fund | Other securities | — | — | $329K | 3.5% | |
| Fidelity Extended Market Index Fund | Other securities | — | — | $263K | 2.8% | |
| Fidelity Freedom 2040 K6 | Other securities | — | — | $248K | 2.7% | |
| Fidelity Freedom 2030 K6 | Other securities | — | — | $224K | 2.4% | |
| Fidelity U.S. Bond Index Fund | Other securities | — | — | $141K | 1.5% | |
| American Funds Europacific Growth R6 | Other securities | — | — | $107K | 1.1% | |
| Participants Participant notes receivable bearing interest at rates ranging from 4.25 to 9.50 percent - | Other securities | — | — | $90K | 1.0% | |
| Fidelity Freedom 2025 K6 | Other securities | — | — | $68K | 0.7% | |
| Fidelity Freedom 2065 K6 | Other securities | — | — | $52K | 0.6% | |
| Fidelity Freedom 2020 K6 | Other securities | — | — | $15K | 0.2% | |
| Fidelity Freedom 2010 K6 | Other securities | — | — | $7K | <0.1% | |
| Fidelity Freedom Income K6 | 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.
