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 | $11K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Management Trust Fidelity Freedom Index 2045 Fund Institutional | Other securities | — | — | $3.7M | 21.9% | |
| Company (FMTC) Premium Class * FMTC Fidelity Freedom Index 2040 Fund Institutional | Other securities | — | — | $2.5M | 14.8% | |
| Premium Class * FMTC Fidelity Freedom Index 2050 Fund Institutional | Other securities | — | — | $2.0M | 11.8% | |
| Premium Class * FMTC Fidelity Freedom Index 2055 Fund Institutional | Other securities | — | — | $1.7M | 9.9% | |
| Premium Class * FMTC Fidelity Freedom Index 2035 Fund Institutional | Other securities | — | — | $1.6M | 9.6% | |
| Premium Class * FMTC Fidelity Freedom Index 2060 Fund Institutional | Other securities | — | — | $1.1M | 6.2% | |
| Premium Class * FMTC Fidelity Freedom Index 2030 Fund Institutional | Other securities | — | — | $841K | 5.0% | |
| Premium Class * FMTC Fidelity 500 Index Fund | Other securities | — | — | $601K | 3.6% | |
| FMTC Fidelity Freedom Index 2025 Fund Institutional | Other securities | — | — | $488K | 2.9% | |
| Premium Class * FMTC Fidelity Freedom Index 2020 Fund Institutional | Other securities | — | — | $345K | 2.0% | |
| Premium Class The Capital Group American Funds The Growth Fund of America | Common Stock | — | — | $282K | 1.7% | |
| Companies, Inc. Class R-6 * FMTC Fidelity Large Cap Growth Index Fund | Common Stock | — | — | $258K | 1.5% | |
| FMTC Fidelity Government Money Market Fund | Cash / Money Market | — | — | $213K | 1.3% | |
| Class K6 Dodge and Cox Fund Dodge & Cox Stock Fund Class I | Other securities | — | — | $203K | 1.2% | |
| FMTC Fidelity Large Cap Value Index Fund | Other securities | — | — | $201K | 1.2% | |
| FMTC Participant-directed brokerage accounts | Other securities | — | — | $184K | 1.1% | |
| FMTC Fidelity Mid Cap Index Fund | Other securities | — | — | $123K | 0.7% | |
| FMTC Fidelity Real Estate Index Fund | Other securities | — | — | $108K | 0.6% | |
| FMTC Fidelity Freedom Index 2065 Fund Institutional | Other securities | — | — | $107K | 0.6% | |
| Premium Class * FMTC Fidelity Global ex U.S. Index Fund | Other securities | — | — | $94K | 0.6% | |
| FMTC Fidelity Small Cap Index Fund | Other securities | — | — | $83K | 0.5% | |
| FMTC Fidelity Freedom Index Retirement Fund | Other securities | — | — | $73K | 0.4% | |
| October 2029 and interest rates of 5.25% to 9.50% - | Bonds / Notes | — | — | $65K | 0.4% | |
| Institutional Premium Class The Vanguard Group, Inc. Vanguard Emerging Markets Stock Index Fund | Common Stock | — | — | $45K | 0.3% | |
| Admiral Shares * FMTC Fidelity U.S. Bond Index Fund | Other securities | — | — | $32K | 0.2% | |
| FMTC Fidelity Short-Term Bond Index Fund | Other securities | — | — | $4K | <0.1% | |
| FMTC Fidelity Long-Term Treasury Bond Index Fund | U.S. Treasuries | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.