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 | -$19 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY | 26-4310632 | — | ADVISOR | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Investments FA FREEDOM 2030 A | Other securities | — | — | $4.2M | 15.0% | |
| Fidelity Investments FID 500 INDEX | Other securities | — | — | $3.7M | 13.3% | |
| Fidelity Investments FA FREEDOM 2035 A | Other securities | — | — | $3.1M | 10.9% | |
| Fidelity Investments FA FREEDOM 2040 A | Other securities | — | — | $2.5M | 8.8% | |
| Fidelity Investments FA FREEDOM 2050 A | Other securities | — | — | $2.1M | 7.5% | |
| Fidelity Investments FA FREEDOM 2055 A | Other securities | — | — | $1.6M | 5.6% | |
| Fidelity Investments FA FREEDOM 2045 A | Other securities | — | — | $1.4M | 4.9% | |
| Fidelity Investments FA FREEDOM 2025 A | Other securities | — | — | $1.1M | 3.8% | |
| Fidelity Investments FA NEW INSIGHTS A | Other securities | — | — | $957K | 3.4% | |
| Fidelity Investments FA FREEDOM 2060 A | Other securities | — | — | $907K | 3.2% | |
| Notes receivable from participants Participant loans, maturing through 2036 at interest rates of 3.25% to 8.50% -0- | Bonds / Notes | — | — | $870K | 3.1% | |
| Fidelity Investments FA FREEDOM 2020 A | Other securities | — | — | $705K | 2.5% | |
| Fidelity Investments FID REAL ESTATE IDX | Other securities | — | — | $571K | 2.0% | |
| Janus Henderson J H TRITON S | Other securities | — | — | $569K | 2.0% | |
| PIMCO Investments PIM TOTAL RETURN A | Other securities | — | — | $550K | 2.0% | |
| Invesco I O INTL GROWTH A | Other securities | — | — | $543K | 1.9% | |
| Fidelity Investments FA FREEDOM 2065 A | Other securities | — | — | $456K | 1.6% | |
| Lord Abbett LD ABT SH DTN INC A | Common Stock | — | — | $403K | 1.4% | |
| Franklin Templeton FKLN MTL QUEST A | Other securities | — | — | $360K | 1.3% | |
| Fidelity Investments FA FREEDOM 2015 A | Other securities | — | — | $356K | 1.3% | |
| Victory S ESTB VAL A | Other securities | — | — | $245K | 0.9% | |
| Heartland Investments HEARTLAND VAL PLS IV | Other securities | — | — | $222K | 0.8% | |
| Fidelity Investments FID MID CAP IDX | Other securities | — | — | $189K | 0.7% | |
| Delaware Ivy Investments IVY MID CAP GROWTH A | Other securities | — | — | $158K | 0.6% | |
| Fidelity Investments FID SM CAP IDX | Other securities | — | — | $132K | 0.5% | |
| Fidelity Investments FID GOVT MMKT DM | Other securities | — | — | $88K | 0.3% | |
| Blackrock BLKRK EQUITY DIV A | Other securities | — | — | $74K | 0.3% | |
| Fidelity Investments FID INTL INDEX | Other securities | — | — | $42K | 0.1% | |
| Fidelity Investments FA FREEDOM 2010 A | Other securities | — | — | $36K | 0.1% | |
| Fidelity Investments FID GOVT MMKT | Other securities | — | — | $26K | <0.1% | |
| Invesco INVS EQUITY & INC A | Common Stock | — | — | $13K | <0.1% | |
| Fidelity Investments FA STRAT INCOME A | Other securities | — | — | $6K | <0.1% | |
| Fidelity Investments FA FREEDOM INC A | Common Stock | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
