Meghan Connor signed Optos Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Optos Inc.'s EIN is 98-0192728.
Download the official 2024 Form 5500 (PDF) for Optos Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Optos Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
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 | $44K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $22.7M | 54.5% | |
| Fidelity Contrafund – 174,893 shares | Mutual Funds | — | $175K | $5.4M | 13.0% | |
| Fidelity 500 Index Fund – 6,654 shares | Common Collective Trusts | — | $7K | $1.4M | 3.3% | |
| Vanguard | Mutual Funds | — | — | $1.3M | 3.1% | |
| Fidelity Total Market Index Fund – 7,900 shares | Common Collective Trusts | — | $8K | $1.3M | 3.1% | |
| American Century Mid Cap Value Fund–75,140 shares | Other securities | — | $75K | $1.2M | 2.8% | |
| PIMCO Total Return Fund II– 129,640 shares | Mutual Funds | — | $130K | $1.1M | 2.5% | |
| Fidelity Small Cap Index Fund – 30,731 shares | Common Collective Trusts | — | $31K | $851K | 2.0% | |
| Vanguard Equity-Income Fund –9,210 shares | Mutual Funds | — | $9K | $812K | 1.9% | |
| Carillion Eagle Mid Cap Growth Fund – 8,358 shares | Other securities | — | $8K | $652K | 1.6% | |
| DFA Global Equity Portfolio – 19,016 shares | Mutual Funds | — | $19K | $647K | 1.6% | |
| State Street Income Fund –47,487 shares | Other securities | — | $47K | $510K | 1.2% | |
| Janus Henderson Triton Fund – 16,716 shares | Mutual Funds | — | $17K | $460K | 1.1% | |
| s (continued) * Fidelity Puritan Fund – 17,972 shares | Mutual Funds | — | $18K | $447K | 1.1% | |
| BlackRock High Yield Bond Portfolio – 50,027 shares | Other securities | — | $50K | $355K | 0.9% | |
| Participant loans 9.00% - 9.50% | Bonds / Notes | — | — | $348K | 0.8% | |
| State Street | Other securities | — | — | $306K | 0.7% | |
| State Street | Other securities | — | — | $291K | 0.7% | |
| State Street | Other securities | — | — | $245K | 0.6% | |
| American Funds New World Fund – 3,166 shares | Mutual Funds | — | $3K | $244K | 0.6% | |
| State Street | Other securities | — | — | $240K | 0.6% | |
| State Street | Other securities | — | — | $197K | 0.5% | |
| Fidelity International Index Fund – 3,474 shares | Common Collective Trusts | — | $3K | $165K | 0.4% | |
| State Street | Other securities | — | — | $156K | 0.4% | |
| State Street | Other securities | — | — | $108K | 0.3% | |
| Fidelity Mid Cap Index Fund – 2,457 shares | Common Collective Trusts | — | $2K | $83K | 0.2% | |
| Fidelity | Mutual Funds | — | — | $58K | 0.1% | |
| State Street | Other securities | — | — | $50K | 0.1% | |
| Fidelity US Bond Index Fund – 3,183 shares | Common Collective Trusts | — | $3K | $33K | <0.1% | |
| State Street | Other securities | — | — | $32K | <0.1% | |
| DFA International Value Portfolio – 1,505 shares | Mutual Funds | — | $2K | $31K | <0.1% | |
| DFA Real Estate Securities Portfolio – 438 | Mutual Funds | — | — | $18K | <0.1% | |
| State Street | Other securities | — | — | $14K | <0.1% | |
| DFA | Mutual Funds | — | — | $11K | <0.1% | |
| Fidelity | Mutual Funds | — | — | $7K | <0.1% | |
| shares * Fidelity Intermediate Treasury Bond Index Fund – 374 shares | U.S. Treasuries | — | — | $4K | <0.1% | |
| Fidelity | Mutual Funds | — | — | $2K | <0.1% | |
| Vanguard LifeStrategy Growth Fund – 47 shares | Mutual Funds | — | — | $2K | <0.1% | |
| Victory Trivalent | 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.
