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 | -$2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $23K | — |
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 Fid Growth Co K6 - | Common Stock | — | — | $30.8M | 23.6% | |
| Fidelity 500 Index Inst - | Other securities | — | — | $18.7M | 14.3% | |
| Fidelity Freedom Funds - Freedom 2040 - | Other securities | — | — | $11.3M | 8.7% | |
| Fidelity Freedom Funds - Freedom 2035 - | Other securities | — | — | $9.6M | 7.4% | |
| Fidelity Managed Income Portfolio - | Other securities | — | — | $5.9M | 4.5% | |
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $5.5M | 4.3% | |
| Fidelity Freedom Funds - Freedom 2045 - | Other securities | — | — | $5.2M | 4.0% | |
| Fidelity Freedom Funds - Freedom 2030 - | Other securities | — | — | $5.2M | 4.0% | |
| Baird Core Plus Inst - | Other securities | — | — | $3.8M | 2.9% | |
| Fidelity Fid Mid Cap Stock K6 - | Other securities | — | — | $3.6M | 2.7% | |
| Fidelity Freedom Funds - Freedom 2025 - | Other securities | — | — | $3.4M | 2.6% | |
| Fidelity Diversified International Fund K6 - | Other securities | — | — | $3.0M | 2.3% | |
| Fidelity Low-Priced St K6 - | Other securities | — | — | $3.0M | 2.3% | |
| Fidelity Freedom Funds - Freedom 2020 - | Other securities | — | — | $2.9M | 2.2% | |
| Fidelity Freedom Funds - Freedom 2050 - | Other securities | — | — | $2.9M | 2.2% | |
| Fidelity International Index - | Other securities | — | — | $2.2M | 1.7% | |
| Fidelity Small Cap GR K6 - | Other securities | — | — | $2.2M | 1.7% | |
| American Funds AF Amer Mutual R6 - | Other securities | — | — | $2.1M | 1.6% | |
| Fidelity FID Money Market Trust Gov - | Cash / Money Market | — | — | $2.0M | 1.6% | |
| Fidelity Us Bond Idx - | Other securities | — | — | $2.0M | 1.5% | |
| Fidelity Freedom Funds - Freedom 2055 - | Other securities | — | — | $1.8M | 1.4% | |
| Oakmark Equity & Income Fund Cl I - | Other securities | — | — | $1.8M | 1.4% | |
| Fidelity Extended Market Index - | Other securities | — | — | $1.7M | 1.3% | |
| Allspring Emerging Markets Equity Fund - | Other securities | — | — | $954K | 0.7% | |
| Notes receivable Secured notes from participants maturing through 2032 with interest rates ranging from 4.25% to 9.5%. | Bonds / Notes | — | — | $862K | 0.7% | |
| American Century American Century Small Cap Value Fund - | Other securities | — | — | $835K | 0.6% | |
| Fidelity Brokeragelink External Fund - | Other securities | — | — | $668K | 0.5% | |
| Fidelity Freedom Funds - Freedom 2060 - | Other securities | — | — | $619K | 0.5% | |
| PIMCO LT Real Return Asset I - | Other securities | — | — | $557K | 0.4% | |
| Fidelity Brokeragelink Fidelity Fund - | Other securities | — | — | $492K | 0.4% | |
| Fidelity Brokeragelink Cash, Interest Bearing - | Cash / Money Market | — | — | $258K | 0.2% | |
| Fidelity Freedom Income Fund - | Other securities | — | — | $236K | 0.2% | |
| Fidelity Freedom Funds - Freedom 2065 - | Other securities | — | — | $46K | <0.1% | |
| Fidelity Freedom Funds - Freedom 2010 - | Other securities | — | — | $46K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
