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 | $62K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $14K | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| MFS GROWTH R6 Registered Investment Company | Other securities | — | — | $4.6M | 12.0% | |
| PIONEER BOND K Registered Investment Company | Other securities | — | — | $3.7M | 9.8% | |
| AF BALANCED R6 Registered Investment Company | Other securities | — | — | $2.9M | 7.5% | |
| FID FDM IDX 2035 IPR Registered Investment Company | Other securities | — | — | $2.2M | 5.8% | |
| FID FDM IDX 2030 IPR Registered Investment Company | Other securities | — | — | $2.1M | 5.6% | |
| DODGE & COX STOCK Registered Investment Company | Other securities | — | — | $2.0M | 5.3% | |
| FID FDM IDX 2045 IPR Registered Investment Company | Other securities | — | — | $1.7M | 4.5% | |
| AF EUROPAC GROWTH R6 Registered Investment Company | Other securities | — | — | $1.7M | 4.3% | |
| FID TOTAL MKT IDX Registered Investment Company | Other securities | — | — | $1.6M | 4.3% | |
| VANG VMMR-FED MMKT Money Market | Cash / Money Market | — | — | $1.6M | 4.2% | |
| maturing through February 2047 - | Other securities | — | — | $1.5M | 4.0% | |
| VICTORY S EST VAL R6 Registered Investment Company | Other securities | — | — | $1.4M | 3.8% | |
| FID FDM IDX 2050 IPR Registered Investment Company | Other securities | — | — | $1.2M | 3.3% | |
| CRLN E MID CAP GR R6 Registered Investment Company | Other securities | — | — | $1.2M | 3.1% | |
| FID FDM IDX 2040 IPR Registered Investment Company | Other securities | — | — | $1.2M | 3.1% | |
| FID FDM IDX 2055 IPR Registered Investment Company | Other securities | — | — | $1.2M | 3.0% | |
| AF CAP WORLD G&I R6 Registered Investment Company | Other securities | — | — | $996K | 2.6% | |
| FID SM CAP IDX Registered Investment Company | Other securities | — | — | $920K | 2.4% | |
| FID FDM IDX 2025 IPR Registered Investment Company | Other securities | — | — | $844K | 2.2% | |
| FID EMRG MKTS IDX Registered Investment Company | Other securities | — | — | $728K | 1.9% | |
| PGIM GLB TOT RTN R6 Registered Investment Company | Other securities | — | — | $724K | 1.9% | |
| FID FDM IDX 2060 IPR Registered Investment Company | Other securities | — | — | $629K | 1.7% | |
| FID SEL HEALTHCARE Registered Investment Company | Other securities | — | — | $568K | 1.5% | |
| DFA GLOB REAL ESTATE Registered Investment Company | Other securities | — | — | $337K | 0.9% | |
| FID FDM IDX 2020 IPR Registered Investment Company | Other securities | — | — | $271K | 0.7% | |
| FID FDM IDX 2065 IPR Registered Investment Company | Other securities | — | — | $117K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
