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 | $33K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $42K | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
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 | |||||
|---|---|---|---|---|---|---|
| FID FREEDOM 2040 K Registered Investment Company | Other securities | — | — | $17.3M | 10.5% | |
| FID BLUE CHIP GR K Registered Investment Company | Other securities | — | — | $15.8M | 9.6% | |
| FID FREEDOM 2030 K Registered Investment Company | Other securities | — | — | $14.8M | 9.0% | |
| FID FREEDOM 2045 K Registered Investment Company | Other securities | — | — | $14.3M | 8.7% | |
| FID 500 INDEX Registered Investment Company | Other securities | — | — | $14.1M | 8.5% | |
| FID FREEDOM 2035 K Registered Investment Company | Other securities | — | — | $13.7M | 8.3% | |
| FID FREEDOM 2050 K Registered Investment Company | Other securities | — | — | $12.7M | 7.7% | |
| FID FREEDOM 2025 K Registered Investment Company | Other securities | — | — | $8.3M | 5.0% | |
| FID FREEDOM 2055 K Registered Investment Company | Other securities | — | — | $7.9M | 4.8% | |
| FID FREEDOM 2060 K Registered Investment Company | Other securities | — | — | $5.6M | 3.4% | |
| FID FREEDOM 2020 K Registered Investment Company | Other securities | — | — | $4.4M | 2.7% | |
| PARNASSUS CORE EQ IS Registered Investment Company | Other securities | — | — | $4.1M | 2.5% | |
| FID GOVT MMRK PRM Registered Investment Company | Other securities | — | — | $3.8M | 2.3% | |
| FID TOTAL BOND Registered Investment Company | Other securities | — | — | $2.8M | 1.7% | |
| JPM US VALUE R6 Registered Investment Company | Other securities | — | — | $2.5M | 1.5% | |
| FID DIVERSIFD INTL K Registered Investment Company | Other securities | — | — | $2.4M | 1.5% | |
| MANAGED INCOME PORTFOLIO CLASS 2 Collective Trust | Common Collective Trusts | — | — | $2.2M | 1.3% | |
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $2.2M | 1.3% | |
| FID MID CAP STOCK K Registered Investment Company | Other securities | — | — | $1.8M | 1.1% | |
| FID FREEDOM 2065 K Registered Investment Company | Other securities | — | — | $1.8M | 1.1% | |
| FID FREEDOM 2015 K Registered Investment Company | Other securities | — | — | $1.8M | 1.1% | |
| VICTORY S ESTB VAL I Registered Investment Company | Other securities | — | — | $1.7M | 1.0% | |
| FID GLB EX US IDX Registered Investment Company | Other securities | — | — | $1.6M | 1.0% | |
| PIM RAE US SM I Registered Investment Company | Other securities | — | — | $1.2M | 0.7% | |
| DRIEHAUS EM GRTH IS Registered Investment Company | Other securities | — | — | $1.1M | 0.7% | |
| FID PURITAN K Registered Investment Company | Other securities | — | — | $988K | 0.6% | |
| FID US BOND IDX Registered Investment Company | Other securities | — | — | $799K | 0.5% | |
| J H TRITON T Registered Investment Company | Other securities | — | — | $699K | 0.4% | |
| MM SMALL CAP OPP SVC Registered Investment Company | Other securities | — | — | $568K | 0.3% | |
| FID STRATEGIC INCOME Registered Investment Company | Other securities | — | — | $506K | 0.3% | |
| BROKERAGELINK - EXTERNAL FUND Individual Brokerage Accounts | Other securities | — | — | $505K | 0.3% | |
| BROKERAGELINK - FIDELITY FUND Individual Brokerage Accounts | Other securities | — | — | $489K | 0.3% | |
| BROKERAGELINK - COMMON STOCK Individual Brokerage Accounts | Common Stock | — | — | $458K | 0.3% | |
| FID FREEDOM INC K Registered Investment Company | Common Stock | — | — | $434K | 0.3% | |
| PGIM HIGH YIELD R6 Registered Investment Company | Other securities | — | — | $305K | 0.2% | |
| FID FREEDOM 2010 K Registered Investment Company | Other securities | — | — | $292K | 0.2% | |
| FID REAL ESTATE INVS Registered Investment Company | Other securities | — | — | $244K | 0.1% | |
| MFS MID CAP GRTH R6 Registered Investment Company | Other securities | — | — | $176K | 0.1% | |
| BROKERAGELINK - UNIT Individual Brokerage Accounts | Other securities | — | — | $23K | <0.1% | |
| BROKERAGELINK - CASH Individual Brokerage Accounts | Cash / Money Market | — | — | $17K | <0.1% | |
| BROKERAGELINK - CERT OF DEP Individual Brokerage Accounts | Other securities | — | — | $17K | <0.1% | |
| FID FREEDOM 2070 K Registered Investment Company | Other securities | — | — | $15K | <0.1% | |
| BROKERAGELINK - OPTION Individual Brokerage Accounts | Other securities | — | — | $13K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
