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 | $950 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FID FREEDOM 2030 K Mutual Fund N/A | Other securities | — | — | $1.7M | 13.5% | |
| FID FREEDOM 2040 K Mutual Fund N/A | Other securities | — | — | $939K | 7.3% | |
| FID GOVT MMKT Mutual Fund N/A | Other securities | — | — | $893K | 7.0% | |
| FID GROWTH DISC Mutual Fund N/A | Other securities | — | — | $844K | 6.6% | |
| FID FREEDOM 2035 K Mutual Fund N/A | Other securities | — | — | $617K | 4.8% | |
| 3RD AV RE VALUE IS Mutual Fund N/A | Other securities | — | — | $602K | 4.7% | |
| FID FREEDOM 2025 K Mutual Fund N/A | Other securities | — | — | $571K | 4.4% | |
| FID MAGELLAN Mutual Fund N/A | Other securities | — | — | $566K | 4.4% | |
| FID FREEDOM 2045 K Mutual Fund N/A | Other securities | — | — | $486K | 3.8% | |
| FID FREEDOM 2015 K Mutual Fund N/A | Other securities | — | — | $454K | 3.5% | |
| FID FREEDOM 2020 K Mutual Fund N/A | Other securities | — | — | $420K | 3.3% | |
| FID CAPITAL & INCOME Mutual Fund N/A | Other securities | — | — | $418K | 3.3% | |
| FID FREEDOM 2050 K Mutual Fund N/A | Other securities | — | — | $384K | 3.0% | |
| VRTS NFJ DIV VAL IS Mutual Fund N/A | Other securities | — | — | $372K | 2.9% | |
| FIDELITY GOVT INCOME Mutual Fund N/A | Other securities | — | — | $362K | 2.8% | |
| FID TOTAL MKT IDX Mutual Fund N/A | Other securities | — | — | $339K | 2.6% | |
| FID EXTD MKT IDX Mutual Fund N/A | Other securities | — | — | $320K | 2.5% | |
| FID BALANCED Mutual Fund N/A | Other securities | — | — | $310K | 2.4% | |
| FID FREEDOM 2055 K Mutual Fund N/A | Other securities | — | — | $272K | 2.1% | |
| PIMCO TOT RETURN ADM Mutual Fund N/A | Other securities | — | — | $245K | 1.9% | |
| FID VALUE Mutual Fund N/A | Other securities | — | — | $229K | 1.8% | |
| FID EMERGING MKTS Mutual Fund N/A | Other securities | — | — | $217K | 1.7% | |
| FID LEVERGD CO STK Mutual Fund N/A | Common Stock | — | — | $215K | 1.7% | |
| Notes receivable from participants 8% Interest Rate | Other securities | — | — | $150K | 1.2% | |
| FID SMALL CAP GROWTH Mutual Fund N/A | Other securities | — | — | $148K | 1.2% | |
| FID SMALL CAP VALUE Mutual Fund N/A | Other securities | — | — | $146K | 1.1% | |
| FID INTL DISCOVERY Mutual Fund N/A | Other securities | — | — | $111K | 0.9% | |
| MSIF DISCOVERY A Mutual Fund N/A | Other securities | — | — | $101K | 0.8% | |
| VRTS NFJ SC VAL IS Mutual Fund N/A | Other securities | — | — | $40K | 0.3% | |
| FID FREEDOM 2060 K Mutual Fund N/A | Other securities | — | — | $26K | 0.2% | |
| FID INTL INDEX Mutual Fund N/A | Other securities | — | — | $16K | 0.1% | |
| FID FREEDOM 2065 K Mutual Fund N/A | Other securities | — | — | $10K | <0.1% | |
| FID FREEDOM INC K Mutual Fund N/A 265 * FID FREEDOM 2010 K Mutual Fund N/A | Common Stock | — | — | $6K | <0.1% | |
| FID ST TR BD IDX Mutual Fund N/A | 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.
