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 | $15K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2040 Fund Mutual Fund NR | Other securities | — | — | $1.9M | 21.5% | |
| Vanguard Target Retirement 2030 Fund Mutual Fund NR | Other securities | — | — | $1.4M | 16.2% | |
| Vanguard Target Retirement 2050 Fund Mutual Fund NR | Other securities | — | — | $1.3M | 14.9% | |
| Vanguard Target Retirement 2020 Fund Mutual Fund NR | Other securities | — | — | $1.1M | 12.2% | |
| Fidelity Management Trust Company Self Directed Brokerage Account Self Directed Brokerage Account NR | Other securities | — | — | $878K | 9.8% | |
| Fidelity Government Money Market Fund Mutual Fund NR | Cash / Money Market | — | — | $446K | 5.0% | |
| Vanguard Total Stock Market Index Fund Mutual Fund NR | Other securities | — | — | $412K | 4.6% | |
| Invesco Discovery Fund Mutual Fund NR | Other securities | — | — | $356K | 4.0% | |
| Vanguard Target Retirement 2060 Fund Mutual Fund NR | Other securities | — | — | $245K | 2.8% | |
| American Funds American Balanced Fund Mutual Fund NR | Other securities | — | — | $148K | 1.7% | |
| Various, bearing interest from * Participant loans 4.25% - 10.50% - | Bonds / Notes | — | — | $107K | 1.2% | |
| Glenmede Quantitative U.S. Large Cap Growth Equity Fund Mutual Fund NR | Other securities | — | — | $78K | 0.9% | |
| Cohen & Steers Real Estate Securities Fund Mutual Fund NR | Other securities | — | — | $71K | 0.8% | |
| BlackRock Global Allocation Fund Mutual Fund NR | Other securities | — | — | $65K | 0.7% | |
| Franklin International Growth Fund Mutual Fund NR | Other securities | — | — | $56K | 0.6% | |
| TCW MetWest Total Return Bond Fund Mutual Fund NR | Other securities | — | — | $48K | 0.5% | |
| Vanguard Target Retirement 2055 Fund Mutual Fund NR | Other securities | — | — | $39K | 0.4% | |
| Vanguard Target Retirement 2025 Fund Mutual Fund NR | Other securities | — | — | $38K | 0.4% | |
| Vanguard Wellesley Income Fund Mutual Fund NR | Other securities | — | — | $37K | 0.4% | |
| Vanguard Target Retirement 2035 Fund Mutual Fund NR | Other securities | — | — | $34K | 0.4% | |
| Vanguard Target Retirement 2065 Fund Mutual Fund NR | Other securities | — | — | $25K | 0.3% | |
| Vanguard Inflation-Protected Securities Fund Mutual Fund NR | Other securities | — | — | $25K | 0.3% | |
| Vanguard Target Retirement 2045 Fund Mutual Fund NR | Other securities | — | — | $18K | 0.2% | |
| Vanguard Target Retirement 2070 Fund Mutual Fund NR 364 Vanguard Target Retirement Income Fund Mutual Fund NR | 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.
