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 | -$117K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $12K | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Freedom 2045 K Mutual Fund N/A | Other securities | — | — | $9.8M | 13.7% | |
| Fidelity Freedom 2040 K Mutual Fund N/A | Other securities | — | — | $8.2M | 11.5% | |
| Fidelity Freedom 2035 K Mutual Fund N/A | Other securities | — | — | $8.1M | 11.4% | |
| Fidelity Freedom 2030 K Mutual Fund N/A | Other securities | — | — | $8.1M | 11.4% | |
| Fidelity Freedom 2050 K Mutual Fund N/A | Other securities | — | — | $7.1M | 10.0% | |
| Fidelity Contrafund Mutual Fund N/A | Other securities | — | — | $3.9M | 5.5% | |
| Fidelity Freedom 2025 K Mutual Fund N/A | Other securities | — | — | $3.7M | 5.2% | |
| s * Fidelity 500 Index Mutual Fund N/A | Mutual Funds | — | — | $3.6M | 5.0% | |
| Fidelity Freedom 2055 K Mutual Fund N/A | Other securities | — | — | $3.6M | 5.0% | |
| FID GOVT MMKT K6 Mutual Fund N/A | Other securities | — | — | $2.2M | 3.0% | |
| Fidelity Freedom 2060 K Mutual Fund N/A | Other securities | — | — | $1.9M | 2.6% | |
| Fidelity Freedom 2020 K Mutual Fund N/A | Other securities | — | — | $1.2M | 1.7% | |
| T Rowe Price Mid Cap Growth 1 Mutual Fund N/A | Other securities | — | — | $1.1M | 1.6% | |
| Brokerage accounts * BrokerageLink Common Stock Brokerage Account N/A | Common Stock | — | — | $1.1M | 1.5% | |
| PIMCO Total Return Fund Institutional Class Mutual Fund N/A | Other securities | — | — | $1.0M | 1.5% | |
| Participant loans * Participant loans Interest rates at 4.25 - 9.50% -0- | Bonds / Notes | — | — | $1.0M | 1.5% | |
| Fidelity Mid Cap Index Mutual Fund N/A | Other securities | — | — | $647K | 0.9% | |
| Fidelity Government Money Market Mutual Fund N/A 382 * Fidelity International Discovery Mutual Fund N/A | Cash / Money Market | — | — | $637K | 0.9% | |
| Franklin Small Cap Growth Fund Class R6 Mutual Fund N/A | Other securities | — | — | $618K | 0.9% | |
| Fidelity Freedom 2065 K Mutual Fund N/A | Other securities | — | — | $609K | 0.9% | |
| Fidelity Freedom 2010 K Mutual Fund N/A | Other securities | — | — | $430K | 0.6% | |
| GQG EMRG MKTS EQ R6 Mutual Fund N/A | Other securities | — | — | $399K | 0.6% | |
| Fidelity International Index Mutual Fund N/A | Other securities | — | — | $379K | 0.5% | |
| Fidelity Small Cap Index Mutual Fund N/A | Other securities | — | — | $350K | 0.5% | |
| Fidelity Freedom Income K Mutual Fund N/A | Other securities | — | — | $340K | 0.5% | |
| Fidelity Balanced Mutual Fund N/A | Other securities | — | — | $334K | 0.5% | |
| Allspring Special Small Cap Value R6 Mutual Fund N/A | Other securities | — | — | $287K | 0.4% | |
| MFS MID CAP VALUE R6 Mutual Fund N/A | Other securities | — | — | $282K | 0.4% | |
| Fidelity Freedom 2015 K Mutual Fund N/A | Other securities | — | — | $140K | 0.2% | |
| Eaton Vance Income Fund of Boston Class 1 Mutual Fund N/A | Other securities | — | — | $133K | 0.2% | |
| MFS Value Fund Class R3 Mutual Fund N/A | Other securities | — | — | $35K | <0.1% | |
| Fidelity Freedom 2070 K Mutual Fund N/A | 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.
