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 | $3K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FID FREEDOM 2030 K | Other securities | 201,713.561 | $3.3M | $3.5M | 19.5% | |
| FID FREEDOM 2040 K | Other securities | 287,012.845 | $2.9M | $3.3M | 18.3% | |
| FID FREEDOM 2035 K | Other securities | 158,311.464 | $2.2M | $2.5M | 13.7% | |
| FID FREEDOM 2045 K | Other securities | 84,071.515 | $988K | $1.1M | 6.2% | |
| FID FREEDOM 2025 K | Other securities | 77,817.476 | $997K | $1.1M | 5.8% | |
| FID 500 INDEX | Other securities | 4,626.372 | $651K | $945K | 5.2% | |
| FID FREEDOM 2050 K | Other securities | 61,456.819 | $737K | $839K | 4.6% | |
| FID MULTI ASSET IDX | Other securities | 8,701.535 | $399K | $503K | 2.8% | |
| FID PURITAN | Other securities | 14,687.985 | $358K | $365K | 2.0% | |
| FID GOVT MMRK PRM | Other securities | 262,215.34 | $262K | $262K | 1.4% | |
| FID FREEDOM 2055 K | Other securities | 15,498.085 | $220K | $245K | 1.4% | |
| FID VALUE | Other securities | 15,503.637 | $223K | $211K | 1.2% | |
| FID DIVERSIFD INTL | Other securities | 4,968.239 | $196K | $209K | 1.2% | |
| FID FREEDOM 2060 K | Other securities | 11,918.665 | $152K | $173K | 1.0% | |
| FID EXTD MKT IDX | Other securities | 1,883.661 | $130K | $171K | 0.9% | |
| FID TOTAL BOND | Other securities | 16,273.988 | $146K | $153K | 0.8% | |
| FID SM CAP IDX | Other securities | 5,299.649 | $113K | $147K | 0.8% | |
| OUTSTANDING LOAN BALANCE | Other securities | — | — | $143K | 0.8% | |
| FID GLOBAL EQ INCOME | Other securities | 6,998.26 | $131K | $141K | 0.8% | |
| FID TOTAL MKT IDX | Other securities | 805.15 | $101K | $130K | 0.7% | |
| FID SEL SEMICONDUCT | Other securities | 3,618.945 | $91K | $121K | 0.7% | |
| FID SEL DEFENSE | Other securities | 6,385.154 | $94K | $116K | 0.6% | |
| FID GLB EX US IDX | Other securities | 6,877.147 | $96K | $99K | 0.5% | |
| FID DISCIPLND EQTY | Other securities | 1,439.256 | $42K | $97K | 0.5% | |
| FID MID CAP IDX | Other securities | 2,518.922 | $60K | $85K | 0.5% | |
| FID REAL ESTATE INVS | Other securities | 2,066.085 | $86K | $80K | 0.4% | |
| FID CAPITAL & INCOME | Other securities | 7,503.024 | $69K | $76K | 0.4% | |
| FID FREEDOM 2065 K | Other securities | 5,741.122 | $69K | $76K | 0.4% | |
| FID BALANCED | Other securities | 2,464.152 | $69K | $73K | 0.4% | |
| FID FREEDOM 2020 K | Other securities | 4,852.239 | $67K | $70K | 0.4% | |
| FID WORLDWIDE | Other securities | 1,850.054 | $48K | $64K | 0.4% | |
| FID VALUE DISCOV | Other securities | 1,678.147 | $30K | $61K | 0.3% | |
| FID BLUE CHIP GR | Other securities | 254.192 | $46K | $58K | 0.3% | |
| FID SEL MED TECH&DV | Other securities | 807.472 | $50K | $50K | 0.3% | |
| FID JAPAN | Other securities | 2,903.772 | $43K | $48K | 0.3% | |
| FID SEL SOFTWARE | Other securities | 1,576.253 | $38K | $43K | 0.2% | |
| FID REAL ESTATE IDX | Other securities | 2,210.651 | $34K | $36K | 0.2% | |
| FID FIDELITY FUND | Other securities | 368.759 | $25K | $35K | 0.2% | |
| FID INTL DISCOVERY | Other securities | 726.629 | $23K | $35K | 0.2% | |
| FID SEL ENERGY | Other securities | 572.884 | $30K | $33K | 0.2% | |
| FID NASDAQ COMP INDX | Other securities | 124.894 | $15K | $31K | 0.2% | |
| FID SEL TRANSPORT | Other securities | 292.818 | $23K | $30K | 0.2% | |
| FID SEL PHARMACEUTCL | Other securities | 1,183.67 | $28K | $30K | 0.2% | |
| FID SEL TECHNOLOGY | Other securities | 812.468 | $26K | $30K | 0.2% | |
| FID ENV ALT ENERGY | Other securities | 755.126 | $22K | $30K | 0.2% | |
| FID CANADA | Other securities | 423.708 | $20K | $28K | 0.2% | |
| FID FOCUSED STOCK | Other securities | 640.318 | $24K | $24K | 0.1% | |
| FID EMERGING ASIA | Other securities | 484.356 | $17K | $24K | 0.1% | |
| FID SEL RETAILING | Other securities | 1,150.911 | $19K | $24K | 0.1% | |
| FID SEL CONSTR/HOUSE | Other securities | 196.743 | $22K | $23K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
