Filings through .
Filed January 6, 2021
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY MANAGEMENT TRUST CO Service code 28 · EIN 04-2647786 | Investment Management | $43,386 |
13 funds of $250K or more; 15 lines in all, holding $30.2M of the plan's $30.2M. From the 2025 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| CF Fiam Long Corporate Fidelity (FMR) · Collective trust | $15.9M | 52.8% |
| Fidelity Long-Term Treasury Bond Index Fund Fidelity (FMR) · Mutual fund Index | $2.6M | 8.7% |
| Fiam 8-10 Year Corporate Bond Commingled Fidelity (FMR) · Collective trust | $1.9M | 6.4% |
| Fiam Long U.S. Treasury Strips Index Fidelity (FMR) · Collective trust Index | $1.5M | 4.9% |
| MFS Value Fund R6 MFS (Sun Life) · Mutual fund | $1.4M | 4.5% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $1.2M | 3.9% |
| Fidelity Large Cap Value Index Fund Fidelity (FMR) · Mutual fund Index | $1.2M | 3.9% |
| Fidelity Total Bond Fund Fidelity Advisor Total Bond Fund: Class Z Fidelity (FMR) · Mutual fund | $1.1M | 3.5% |
| Fidelity Large Cap Growth Index Fund Fidelity (FMR) · Mutual fund Index | $967K | 3.2% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $737K | 2.4% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings, not money moved.
Covers 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
| Actuary | Schedule | Address, phone |
|---|---|---|
Troy Dempsey Fidelity Investments Schedule SB | Schedule SB | Pro |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.