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 | $23K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Freedom 2040 - | Other securities | — | — | $578K | 15.1% | |
| Fidelity Freedom 2045 - | Other securities | — | — | $534K | 13.9% | |
| Fidelity Freedom 2035 - | Other securities | — | — | $390K | 10.2% | |
| Fidelity Freedom 2025 - | Other securities | — | — | $366K | 9.5% | |
| Fidelity Freedom 2030 - | Other securities | — | — | $356K | 9.3% | |
| Fidelity 500 Index - | Other securities | — | — | $269K | 7.0% | |
| Invesco Small Cap Value - | Other securities | — | — | $209K | 5.5% | |
| Fidelity Freedom 2055 - | Other securities | — | — | $178K | 4.6% | |
| Fidelity Total Market - | Other securities | — | — | $130K | 3.4% | |
| through May 2029. -0- | Other securities | — | — | $120K | 3.1% | |
| Fidelity Freedom 2010 - | Other securities | — | — | $118K | 3.1% | |
| Fidelity Freedom 2050 - | Other securities | — | — | $87K | 2.3% | |
| Fidelity Freedom 2065 - | Other securities | — | — | $83K | 2.2% | |
| Fidelity Freedom 2060 - | Other securities | — | — | $75K | 1.9% | |
| Fidelity Brokerage Accounts - | Other securities | — | — | $68K | 1.8% | |
| Fidelity Freedom 2020 - | Other securities | — | — | $63K | 1.7% | |
| Fidelity Freedom 2015 - | Other securities | — | — | $44K | 1.1% | |
| Invesco Common Stock - | Common Stock | — | — | $29K | 0.8% | |
| Fidelity Mid Cap Index - | Other securities | — | — | $23K | 0.6% | |
| Gabelli US Treasury Money Market - | U.S. Treasuries | — | — | $20K | 0.5% | |
| Fidelity Small Cap Index - | Other securities | — | — | $18K | 0.5% | |
| Fidelity US Bond Index - | Other securities | — | — | $14K | 0.4% | |
| Fidelity Inflation Protect Bond - | U.S. Treasuries | — | — | $12K | 0.3% | |
| Allspring Special Mid Cap Value - | Other securities | — | — | $11K | 0.3% | |
| Fidelity Total International Index - | Other securities | — | — | $8K | 0.2% | |
| Loomis Sayles Investment Grade Bond - | Other securities | — | — | $6K | 0.2% | |
| Baron Capital Group Baron Real Estate - | Common Stock | — | — | $6K | 0.2% | |
| JPMorgan Government Bond - | U.S. Treasuries | — | — | $6K | 0.2% | |
| PIMCO StocksPLUS International - | Other securities | — | — | $5K | 0.1% | |
| Invesco Short Duration Inflation - | Other securities | — | — | $3K | <0.1% | |
| Fidelity Emerging Markets - | Other securities | — | — | $2K | <0.1% | |
| Fidelity Freedom Index Income - | Other securities | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
