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 | $18K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| party value (d) Cost (e) Current Value * Fidelity Blue Chip Growth Fund Mutual Fund | Other securities | — | — | $525K | 17.3% | |
| Fidelity Freedom 2025 K Mutual Fund | Other securities | — | — | $291K | 9.6% | |
| Fidelity 500 Index Mutual Fund | Other securities | — | — | $281K | 9.3% | |
| Fidelity Freedom 2020 K Mutual Fund | Other securities | — | — | $184K | 6.1% | |
| Fidelity Government Market Mutual Fund | Other securities | — | — | $169K | 5.6% | |
| Fidelity Total Bond Fund Mutual Fund | Other securities | — | — | $164K | 5.4% | |
| Fidelity Freedom 2030 K Mutual Fund | Other securities | — | — | $154K | 5.1% | |
| Columbia Balanced Fund Class A Mutual Fund | Other securities | — | — | $117K | 3.9% | |
| Fidelity Extended Market Index Mutual Fund | Other securities | — | — | $113K | 3.7% | |
| Fidelity Large Capital Stock Mutual Fund | Common Stock | — | — | $107K | 3.5% | |
| Fidelity Freedom 2045 K Mutual Fund | Other securities | — | — | $101K | 3.3% | |
| Janus Enterprise Fund Class A Mutual Fund | Other securities | — | — | $90K | 3.0% | |
| Fidelity Freedom 2040 K Mutual Fund | Other securities | — | — | $76K | 2.5% | |
| Fidelity Asset Manager Mutual Fund | Other securities | — | — | $73K | 2.4% | |
| Fidelity Freedom 2015 K Mutual Fund | Other securities | — | — | $72K | 2.4% | |
| Fidelity International Discovery Fund Mutual Fund | Other securities | — | — | $72K | 2.4% | |
| MFS Mid Cap Value Fund Class R3 Mutual Fund | Other securities | — | — | $53K | 1.8% | |
| Fidelity Global ex US Index Fund Mutual Fund | Other securities | — | — | $53K | 1.7% | |
| American Beacon Large Cap Value Fund Investor Class Mutual Fund | Other securities | — | — | $52K | 1.7% | |
| Fidelity Freedom 2035 K Mutual Fund | Other securities | — | — | $41K | 1.4% | |
| Fidelity Freedom 2010 K Mutual Fund | Other securities | — | — | $39K | 1.3% | |
| HL Emerging Markets Mutual Fund | Other securities | — | — | $28K | 0.9% | |
| Hotchkis & Wiley High Yield Fund Class A Mutual Fund | Other securities | — | — | $25K | 0.8% | |
| Principal LifeTime Small Cap Mutual Fund | Other securities | — | — | $24K | 0.8% | |
| Fidelity Freedom 2060 K Mutual Fund | Other securities | — | — | $17K | 0.6% | |
| VRS Small Cap Growth Fund Class A Mutual Fund | Other securities | — | — | $15K | 0.5% | |
| Fidelity US Bond Index Mutual Fund | Other securities | — | — | $15K | 0.5% | |
| Oppenheimer MS Mid Cap Fund Class A Mutual Fund | Other securities | — | — | $12K | 0.4% | |
| Fidelity Real Estate Investment Port Mutual Fund | Other securities | — | — | $12K | 0.4% | |
| Participant loans Interest rates from 5.50% to 9.50% -0- | Bonds / Notes | — | — | $12K | 0.4% | |
| Fidelity Freedom Income Fund Mutual Fund | Other securities | — | — | $10K | 0.3% | |
| Fidelity Inflation - Protected Bond Fund Mutual Fund | Other securities | — | — | $9K | 0.3% | |
| Invesco Equity and Income A Mutual Fund | Other securities | — | — | $9K | 0.3% | |
| Fidelity Freedom 2065 K Mutual Fund | Other securities | — | — | $7K | 0.2% | |
| Fidelity Freedom 2055 K Mutual Fund | Other securities | — | — | $6K | 0.2% | |
| Fidelity Freedom 2050 K Mutual Fund | Other securities | — | — | $4K | 0.1% | |
| Fidelity Natural Resources Portfolio Mutual Fund | Other securities | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
