Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVS INSTITUTIONAL OPS CO | 04-2647786 | — | RECORDKEEPER | -$29K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $14K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Contrafund K | Other securities | — | — | $24.3M | 19.1% | |
| Fidelity 500 Index | Other securities | — | — | $15.5M | 12.2% | |
| Fidelity Self-directed brokerage accounts | Other securities | — | — | $8.6M | 6.8% | |
| Fidelity Freedom 2035 K6 | Other securities | — | — | $7.5M | 5.9% | |
| Fidelity Balanced K6 | Other securities | — | — | $7.3M | 5.7% | |
| Fidelity Freedom 2040 K6 | Other securities | — | — | $6.8M | 5.3% | |
| Fidelity Freedom 2030 K6 | Other securities | — | — | $6.7M | 5.3% | |
| Fidelity Growth Company K | Other securities | — | — | $6.1M | 4.8% | |
| Fidelity Total Bond | Other securities | — | — | $4.9M | 3.8% | |
| Fidelity Freedom 2045 K6 | Other securities | — | — | $4.4M | 3.4% | |
| Fidelity Diversified International K | Other securities | — | — | $4.2M | 3.3% | |
| Fidelity Low Priced Stock K | Other securities | — | — | $3.1M | 2.4% | |
| Fidelity Freedom 2025 K6 | Other securities | — | — | $2.8M | 2.2% | |
| Columbia Mid Cap Index | Other securities | — | — | $2.8M | 2.2% | |
| Fidelity Freedom 2050 K6 | Other securities | — | — | $2.4M | 1.9% | |
| Fidelity Capital & Income | Other securities | — | — | $2.2M | 1.7% | |
| Columbia Small Cap Index | Other securities | — | — | $2.1M | 1.7% | |
| Fidelity Freedom 2020 K6 | Other securities | — | — | $2.1M | 1.7% | |
| Fidelity Government Money Market | Cash / Money Market | — | — | $2.1M | 1.6% | |
| Fidelity Freedom 2055 K6 | Other securities | — | — | $1.5M | 1.2% | |
| MANAGED INCOME PORTFOLIO FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $1.5M | 1.2% | |
| Fidelity Mid Cap Stock K | Other securities | — | — | $1.4M | 1.1% | |
| Similar Party Collateral, Par, or Maturity Value Cost** Value Invesco Diversified Dividend Fund | Other securities | — | — | $1.1M | 0.9% | |
| Fidelity US Bond Index | Other securities | — | — | $1.0M | 0.8% | |
| Harding Loevner International Equity | Other securities | — | — | $693K | 0.5% | |
| Fidelity Real Estate Investment | Other securities | — | — | $639K | 0.5% | |
| Fidelity Small Cap Discovery | Other securities | — | — | $598K | 0.5% | |
| Fidelity Freedom 2060 K6 | Other securities | — | — | $540K | 0.4% | |
| Participants Participant Loans Rates from 3.25% to 8.50% - | Bonds / Notes | — | — | $400K | 0.3% | |
| Fidelity Inflation Protected Bond Index | Other securities | — | — | $206K | 0.2% | |
| Fidelity Freedom 2015 K6 | Other securities | — | — | $169K | 0.1% | |
| Fidelity Freedom 2065 K6 | Other securities | — | — | $102K | <0.1% | |
| Fidelity Freedom INC K6 | Common Stock | — | — | $84K | <0.1% | |
| Fidelity Freedom 2010 K6 | Other securities | — | — | $42K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
