Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CMC ADVISORS, INC | 13-4187117 | — | INVESTMENT ADVISORS | $43K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BRIO BENEFIT CONSULTING | 20-0524504 | — | CONSULTING | $43K | — |
| CMC INTERACTIVE, LLC | 13-4180091 |
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 | |||||
|---|---|---|---|---|---|---|
| JPMORGAN SMARTRETIREMENT 2050 I | Mutual Funds | — | — | $4.0M | 11.3% | |
| PARNASSUS EQUITY INCOME | Mutual Funds | — | — | $3.3M | 9.2% | |
| MFS MASSACHUSETTS INV GR STK R6 | Mutual Funds | — | — | $3.1M | 8.8% | |
| JANUS HENDERSON BALANCED | Mutual Funds | — | — | $2.7M | 7.6% | |
| COMMON COLLECTIVE TRUST RELIANCE STABLE VALUE FUND | Common Collective Trusts | — | — | $2.1M | 6.0% | |
| METLIFE GAC SERIES 25053 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $2.1M | 6.0% | |
| JPMORGAN SMARTRETIREMENT 2040 I | Mutual Funds | — | — | $2.1M | 5.8% | |
| JPMORGAN SMARTRETIREMENT 2030 I | Mutual Funds | — | — | $2.0M | 5.6% | |
| MONEY MARKET DREYFUS MONEY MARKET FUND | Cash / Money Market | — | — | $1.9M | 5.3% | |
| COLUMBIA LARGE CAP INDEX Z | Mutual Funds | — | — | $1.8M | 5.0% | |
| T. ROWE PRICE VALUE I | Mutual Funds | — | — | $1.7M | 4.9% | |
| JPMORGAN SMARTRETIREMENT 2060 I | Mutual Funds | — | — | $1.4M | 4.0% | |
| AMERICAN CENTURY FOCUSED GLOBAL GR R6 | Mutual Funds | — | — | $1.2M | 3.3% | |
| JPMORGAN SMARTRETIREMENT 2020 I | Mutual Funds | — | — | $1.2M | 3.3% | |
| VANGUARD FTSE SOCIAL INDEX INV | Mutual Funds | — | — | $1.1M | 3.1% | |
| FIRST EAGLE GLOBAL A | Mutual Funds | — | — | $991K | 2.8% | |
| MFS MID CAP VALUE R4 | Mutual Funds | — | — | $802K | 2.3% | |
| AMERICAN FUNDS BOND FUND OF AMER R6 | Mutual Funds | — | — | $722K | 2.0% | |
| DFA SHORT-DURATION REAL RETURN INSTL | Mutual Funds | — | — | $679K | 1.9% | |
| DFA US SMALL CAP GROWTH INSTL | Mutual Funds | — | — | $619K | 1.8% | |
| LOOMIS SAYLES GROWTH Y 42 MUTUAL FUND MFS INTERNATIONAL EQUITY R6 | Mutual Funds | — | — | $510K | 1.4% | |
| VALUE LINE MID CAP FOCUSED INSTITUTIONAL | Mutual Funds | — | — | $487K | 1.4% | |
| FIDELITY ADVISOR SMALL CAP VALUE Z | Mutual Funds | — | — | $269K | 0.8% | |
| VANGUARD GNMA ADM | Mutual Funds | — | — | $220K | 0.6% | |
| PARTICIPANT LOANS PARTICIPANT LOANS | Participant loans | — | — | $84K | 0.2% | |
| CASH | Cash / Money Market | — | — | $81K | 0.2% | |
| LOOMIS SAYLES CORE PLUS BOND N | Mutual Funds | — | — | $62K | 0.2% | |
| JPMORGAN SMARTRETIREMENT INCOME SELECT | Mutual Funds | — | — | $42K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| NONE |
| $7K |
| — |
