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6 funds of $250K or more; 13 lines in all, holding $12.9M of the plan's $13.4M. From the 2024 filing. Recordkeeper: Not identified.
Target-date series: Fidelity Freedom, mutual fund, <1% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Advisor Equity Growth Fund Class M Fidelity (FMR) · Mutual fund | $6.5M | 50.5% |
| Fidelity Advisor Growth Opportunities Fund Class M Fidelity (FMR) · Mutual fund | $2.5M | 19.0% |
| Fidelity Government Money Market Dly Mny Fidelity (FMR) · Money market | $1.5M | 12.0% |
| Fidelity Advisor Equity Income Fund Class M Fidelity (FMR) · Mutual fund | $693K | 5.3% |
| Fidelity Advisor Balanced Fund Class M Fidelity (FMR) · Mutual fund | $563K | 4.3% |
| Fidelity Advisor Stock Selector Mid Cap Fund Class M Fidelity (FMR) · Mutual fund | $381K | 2.9% |
| Fidelity Advisor Dividend Growth Fund Class M Fidelity (FMR) · Mutual fund | $241K | 1.9% |
| Fidelity Advisor Overseas Fund Class M Fidelity (FMR) · Mutual fund | $172K | 1.3% |
| Fidelity Advisor Small Cap Fund Class M Fidelity (FMR) · Mutual fund | $140K | 1.1% |
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 12 vintages | $106K | 0.8% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.