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 | $29K | — |
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 Investments Inc.* Fidelity Freedom Fund Index 2045 - IPR | Common Stock | — | — | $3.8M | 20.0% | |
| Fidelity Investments Inc.* Fidelity Freedom Fund Index 2040 - IPR | Common Stock | — | — | $2.6M | 13.8% | |
| Fidelity Investments Inc.* Fidelity Freedom Fund Index 2030 - IPR | Common Stock | — | — | $1.7M | 8.9% | |
| Fidelity Investments Inc.* Fidelity Freedom Fund Index 2035 - IPR | Common Stock | — | — | $1.5M | 7.7% | |
| Fidelity Investments Inc.* Fidelity Freedom Fund Index 2070 - IPR 327 Vanguard Group Inc. Vanguard 500 Index Fund Admiral Shares | Common Stock | — | — | $1.3M | 6.8% | |
| Fidelity Investments Inc.* Fidelity Freedom Fund Index 2050 - IPR | Common Stock | — | — | $1.2M | 6.1% | |
| Fidelity Investments Inc.* Fidelity Freedom Fund Index 2055 - IPR | Common Stock | — | — | $1.1M | 5.9% | |
| Fidelity Investments Inc.* Fidelity Freedom Fund Index 2025 - IPR | Common Stock | — | — | $1.1M | 5.6% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $917K | 4.8% | |
| AllianceBernstein L.P. AB Large Cap Growth Fund Class Z | Other securities | — | — | $908K | 4.7% | |
| Fidelity Investments Inc.* Fidelity Freedom Fund Index 2020 - IPR | Common Stock | — | — | $389K | 2.0% | |
| Janus Capital Management LLC Janus Henderson Enterprise Fund Class T | Other securities | — | — | $328K | 1.7% | |
| Participant loans* to 10.50% with various maturity dates through March 8, 2050 | Bonds / Notes | — | — | $321K | 1.7% | |
| Vanguard Group Inc. Vanguard Small Cap Index Admiral | Common Stock | — | — | $286K | 1.5% | |
| Vanguard Group Inc. Vanguard Equity Income Fund Admiral Shares | Common Stock | — | — | $252K | 1.3% | |
| Fidelity Investments Inc.* Fidelity Freedom Fund Index 2010 - IPR | Common Stock | — | — | $249K | 1.3% | |
| MFS Investment Management MFS Total Return Bond Fund R4 | Other securities | — | — | $206K | 1.1% | |
| Vanguard Group Inc. Vanguard Total International Stock Index Admiral | Common Stock | — | — | $168K | 0.9% | |
| Fidelity Investments Inc.* Fidelity Freedom Fund Index 2060 - IPR | Common Stock | — | — | $133K | 0.7% | |
| Vanguard Group Inc. Vanguard Mid Cap Index Admiral | Common Stock | — | — | $126K | 0.7% | |
| The Hartford Financial Services Group Inc. Hartford Schroders International Multi-Cap Value Fund | Common Stock | — | — | $113K | 0.6% | |
| Capital Research and Management Company American Funds EuroPacific Growth R6 | Mutual Funds | — | — | $101K | 0.5% | |
| Victory Capital Victory Sycamore Established Value Fund | Other securities | — | — | $96K | 0.5% | |
| Vanguard Group Inc. Vanguard Total Bond Market Index Fund Admiral Shares | Common Stock | — | — | $66K | 0.3% | |
| Fidelity Investments Inc.* Fidelity Freedom Fund Index 2065 - IPR | Common Stock | — | — | $53K | 0.3% | |
| Vanguard Group Inc. Vanguard Inflation Protected Securities Fund (Admiral) | Common Stock | — | — | $49K | 0.3% | |
| Fidelity Investments Inc.* Fidelity Freedom Fund Index 2015 - IPR | Common Stock | — | — | $45K | 0.2% | |
| Virtus KAR Small-Cap Growth Fund Class 1 | Other securities | — | — | $18K | <0.1% | |
| Money Market Fidelity Investments Inc.* Fidelity Government Money Market Fund - Class K6 | Cash / Money Market | — | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
