This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $1.1M | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DELOITTE & TOUCHE LLP | 13-3891517 |
| 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.
| % of plan | |||
|---|---|---|---|
| FID FRDM BLND 2035 C FIAM TRUST COMPANY · EIN 20-4659714 / PN 092 | Common Collective Trust | $576.2M | 12.0% |
| FID FRDM BLND 2030 C FIAM TRUST COMPANY · EIN 20-4659714 / PN 091 | Common Collective Trust | $529.3M | 11.1% |
| FID FRDM BLND 2040 C FIAM TRUST COMPANY · EIN 20-4659714 / PN 093 | Common Collective Trust | $461.1M | 9.6% |
| FID FRDM BLND 2045 C FIAM TRUST COMPANY · EIN 20-4659714 / PN 094 | Common Collective Trust | $406.9M | 8.5% |
| FID FRDM BLND 2025 C FIAM TRUST COMPANY · EIN 20-4659714 / PN 090 | Common Collective Trust | $320.7M | 6.7% |
| FID FRDM BLND 2050 C FIAM TRUST COMPANY · EIN 20-4659714 / PN 095 | Common Collective Trust | $282.3M | 5.9% |
| HARBOR CAP APPR R HARBOR TRUST COMPANY · EIN 84-4022934 / PN 001 | Common Collective Trust | $269.5M | 5.6% |
| FID FRDM BLND 2055 C FIAM TRUST COMPANY · EIN 20-4659714 / PN 113 | Common Collective Trust | $191.8M | 4.0% |
| MIP II CL 3 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 025 | Common Collective Trust | $144.0M | 3.0% |
| FID FRDM BLND 2020 C FIAM TRUST COMPANY · EIN 20-4659714 / PN 089 | Common Collective Trust | $119.0M | 2.5% |
| FID FRDM BLND 2060 C FIAM TRUST COMPANY · EIN 20-4659714 / PN 147 | Common Collective Trust | $116.0M | 2.4% |
| BOSTON TR SM CAP RET BOSTON TRUST WALDEN COMPANY · EIN 83-6501761 / PN 001 | Common Collective Trust | $89.5M | 1.9% |
| IR&M CORE PLUS BOND COLLECTIVE FUND GLOBAL TRUST COMPANY · EIN 37-6567224 / PN 007 | Common Collective Trust | $79.7M | 1.7% |
| FID FRDM BLND 2065 C FIAM TRUST COMPANY · EIN 20-4659714 / PN 168 | Common Collective Trust | $64.9M | 1.4% |
| FID FRDM BLND 2015 C FIAM TRUST COMPANY · EIN 20-4659714 / PN 088 | Common Collective Trust | $33.4M | 0.7% |
| FID FRDM BLD RET C FIAM TRUST COMPANY · EIN 20-4659714 / PN 085 | Common Collective Trust | $13.1M | 0.3% |
| FID FRDM BLND 2010 C FIAM TRUST COMPANY · EIN 20-4659714 / PN 087 | Common Collective Trust | $9.4M | 0.2% |
| FID FRDM BLND 2070 C FIAM TRUST COMPANY · EIN 20-4659714 / PN 218 | Common Collective Trust | $7.5M | 0.2% |
| — |
| ACCOUNTANT/AUDITOR |
| $82K |
| — |
| EIDEBAILLY | 45-0250958 | — | ACCOUNTANT/AUDITOR | $14K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KILPATRICK TOWNSEND & STOCKTON LLP | 58-0511774 | — | LEGAL | $23K | — |
| CONSTANGY BROOKS, SMITH & PROPHETE | 58-0616335 | — | LEGAL | $12K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BARTLETT O'NEILL CONSULTING | 20-0663007 | — | OTHER SERVICES | $185K | — |
| NEPC | 26-1429809 | — | CONSULTING | $154K | — |
| DONNELLEY FINANCIAL SOLUTIONS UK | — | — | OTHER SERVICES | $1K | — |