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 | $27K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $9K | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
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 Brokerage Link Self-Directed Brokerage Option N/A | Other securities | — | — | $2.5M | 13.1% | |
| JP Morgan Large Cap Growth Fund R4 Mutual Fund N/A | Other securities | — | — | $2.4M | 12.3% | |
| Fidelity 500 Index Fund Mutual Fund N/A | Other securities | — | — | $2.1M | 11.0% | |
| Fidelity International Growth Fund Mutual Fund N/A | Other securities | — | — | $1.1M | 5.9% | |
| Columbia Div. Inc. Fund A Mutual Fund N/A | Common Stock | — | — | $1.1M | 5.5% | |
| Allspring Special Mid Cap Value Fund Mutual Fund N/A | Other securities | — | — | $855K | 4.4% | |
| Fidelity Freedom 2030 Fund K Mutual Fund N/A | Other securities | — | — | $819K | 4.2% | |
| Touchstone Large Cap Focused Fund A Mutual Fund N/A | Other securities | — | — | $719K | 3.7% | |
| Fidelity Total Bond Fund Mutual Fund N/A | Other securities | — | — | $630K | 3.3% | |
| Fidelity Small Cap Growth Fund Mutual Fund N/A | Other securities | — | — | $601K | 3.1% | |
| Fidelity Freedom 2040 Fund K Mutual Fund N/A | Other securities | — | — | $600K | 3.1% | |
| Fidelity Small Cap Value Fund Mutual Fund N/A | Other securities | — | — | $595K | 3.1% | |
| Fidelity Freedom 2060 Fund K Mutual Fund N/A | Other securities | — | — | $579K | 3.0% | |
| Fidelity Freedom 2050 Fund K Mutual Fund N/A | Other securities | — | — | $511K | 2.6% | |
| Fidelity Global Ex US Index Fund II Mutual Fund N/A | Other securities | — | — | $451K | 2.3% | |
| Fidelity Freedom 2055 Fund K Mutual Fund N/A | Other securities | — | — | $401K | 2.1% | |
| Fidelity Freedom 2035 Fund K Mutual Fund N/A | Other securities | — | — | $397K | 2.1% | |
| Fidelity Freedom 2045 Fund K Mutual Fund N/A | Other securities | — | — | $375K | 1.9% | |
| Fidelity Extended Market Index Fund Mutual Fund N/A | Other securities | — | — | $339K | 1.8% | |
| Fidelity Blue Chip Growth Fund Mutual Fund N/A | Other securities | — | — | $328K | 1.7% | |
| Fidelity Freedom 2025 Fund K Mutual Fund N/A | Other securities | — | — | $278K | 1.4% | |
| Fidelity Freedom 2020 Fund K Mutual Fund N/A | Other securities | — | — | $229K | 1.2% | |
| Participant loans Participant loans (interest from 5.25% to 10.50%) N/A | Bonds / Notes | — | — | $227K | 1.2% | |
| Cohen & Steers Instl Realty Fund Mutual Fund N/A | Other securities | — | — | $198K | 1.0% | |
| Fidelity Freedom Income Fund K Mutual Fund N/A | Other securities | — | — | $190K | 1.0% | |
| Fidelity Freedom 2070 Fund K Mutual Fund N/A 540 * Fidelity Managed Income Portfolio I Common Collective Trust N/A | Common Collective Trusts | — | — | $183K | 0.9% | |
| MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $183K | 0.9% | |
| Fidelity Select Utilities Fund Mutual Fund N/A | Other securities | — | — | $160K | 0.8% | |
| Fidelity US Bond Index Fund Mutual Fund N/A | Other securities | — | — | $152K | 0.8% | |
| Fidelity Freedom 2065 Fund K Mutual Fund N/A | Other securities | — | — | $127K | 0.7% | |
| Fidelity Balanced Fund Mutual Fund N/A | Other securities | — | — | $90K | 0.5% | |
| Carillon Eagle Mid Cap Growth Fund A Mutual Fund N/A | Other securities | — | — | $73K | 0.4% | |
| Fidelity Freedom 2015 Fund K Mutual Fund N/A | 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.
