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 | $5K | — |
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 | |||||
|---|---|---|---|---|---|---|
| FID BLUE CHIP GR Registered Investment Company 12,752 shares | Other securities | — | — | $2.9M | 16.1% | |
| FID GROWTH COMPANY Registered Investment Company 53,706 shares | Other securities | — | — | $2.2M | 12.1% | |
| FID 500 INDEX Registered Investment Company 7,426 shares | Other securities | — | — | $1.5M | 8.4% | |
| FID GROWTH STRAT Registered Investment Company 15,597 shares | Other securities | — | — | $1.0M | 5.8% | |
| FID FREEDOM 2045 K Registered Investment Company 76,540 shares | Other securities | — | — | $1.0M | 5.7% | |
| FID FREEDOM 2050 K Registered Investment Company 72,555 shares | Other securities | — | — | $990K | 5.5% | |
| FID FREEDOM 2030 K Registered Investment Company 55,139 shares | Other securities | — | — | $968K | 5.4% | |
| FID FREEDOM 2070 K Registered Investment Company 12 shares ** 120 * MIP CL 2 Common/collective trust 891,899 shares | Common Collective Trusts | — | — | $892K | 5.0% | |
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $838K | 4.7% | |
| FID FREEDOM 2055 K Registered Investment Company 45,598 shares | Other securities | — | — | $721K | 4.0% | |
| FID SEL TECHNOLOGY Registered Investment Company 15,422 shares | Other securities | — | — | $569K | 3.2% | |
| FID INVST GR BD Registered Investment Company 74,223 shares | Other securities | — | — | $525K | 2.9% | |
| COLUMBIA DIV INC A Registered Investment Company 14,429 shares | Common Stock | — | — | $476K | 2.6% | |
| FID DIVERSIFD INTL Registered Investment Company 11,178 shares | Other securities | — | — | $471K | 2.6% | |
| FID FREEDOM 2060 K Registered Investment Company 28,116 shares | Other securities | — | — | $407K | 2.3% | |
| FID FREEDOM 2040 K Registered Investment Company 28,605 shares | Other securities | — | — | $331K | 1.8% | |
| Notes receivable from participants (due through 2033; interest rates of 4.25% to 9.50%) | Bonds / Notes | — | — | $323K | 1.8% | |
| FID INTL DISCOVERY Registered Investment Company 6,271 shares | Other securities | — | — | $300K | 1.7% | |
| FID FREEDOM 2035 K Registered Investment Company 19,110 shares | Other securities | — | — | $299K | 1.7% | |
| FID FREEDOM INC K Registered Investment Company 25,964 shares | Common Stock | — | — | $274K | 1.5% | |
| FID FREEDOM 2005 K Registered Investment Company - shares ** - * FID FREEDOM 2015 K Registered Investment Company 19,668 shares | Other securities | — | — | $224K | 1.2% | |
| FID FREEDOM 2010 K Registered Investment Company 15,586 shares | Other securities | — | — | $217K | 1.2% | |
| FID MID CAP IDX Registered Investment Company 5,588 shares | Other securities | — | — | $189K | 1.1% | |
| MFS VALUE R3 Registered Investment Company 3,541 shares | Other securities | — | — | $171K | 0.9% | |
| FID FREEDOM 2020 K Registered Investment Company 9,688 shares | Other securities | — | — | $139K | 0.8% | |
| VICTORY S EST VAL R6 Registered Investment Company 2,594 shares | Other securities | — | — | $119K | 0.7% | |
| FID SEL UTILITIES Registered Investment Company 914 shares | Other securities | — | — | $111K | 0.6% | |
| FID NATURAL RES Registered Investment Company 2,513 shares | Other securities | — | — | $105K | 0.6% | |
| JPM US SMALL CO R6 Registered Investment Company 5,601 shares | Common Stock | — | — | $101K | 0.6% | |
| FID SMALL CAP GROWTH Registered Investment Company 2,447 shares | Other securities | — | — | $82K | 0.5% | |
| FID FREEDOM 2065 K Registered Investment Company 5,646 shares | Other securities | — | — | $75K | 0.4% | |
| FIDELITY FINANCIALS Registered Investment Company - shares ** - * FID REAL ESTATE INVS Registered Investment Company 1,696 shares | Other securities | — | — | $65K | 0.4% | |
| PGIM HIGH YIELD Z Registered Investment Company 11,295 shares | Other securities | — | — | $54K | 0.3% | |
| FID FREEDOM 2025 K Registered Investment Company 3,345 shares | Other securities | — | — | $46K | 0.3% | |
| FID SEL GOLD Registered Investment Company - shares ** - * FID SEL HEALTHCARE Registered Investment Company 1,408 shares | Other securities | — | — | $38K | 0.2% | |
| CONESTOGA SM CAP INV Registered Investment Company 474 shares | Other securities | — | — | $37K | 0.2% | |
| PIMCO INCOME INST Registered Investment Company 1,946 shares | Other securities | — | — | $20K | 0.1% | |
| PIM REAL RETURN INST Registered Investment Company 1,876 shares | Other securities | — | — | $19K | 0.1% | |
| FID SMALL CAP VALUE Registered Investment Company 145 shares | Other securities | — | — | $3K | <0.1% | |
| GLENMEDE SMCP EQ ADV Registered Investment Company 81 shares | Other securities | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
