Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JPMORGAN INVEST HOLDINGS LLC | 13-2624428 | — | RECORDKEEPER | $7K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLS FARGO ADVISORS FIN NETWORK LL | — | ST LOUIS, MO | INVESTMENT ADVISOR | $16K | — |
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 2030 R6 | Other securities | — | — | $11.5M | 10.1% | |
| JPMorgan SmartRetirement 2035 R6 | Other securities | — | — | $11.5M | 10.1% | |
| JPMorgan SmartRetirement 2040 R6 | Other securities | — | — | $10.4M | 9.2% | |
| JPMorgan SmartRetirement 2045 R6 | Other securities | — | — | $9.7M | 8.6% | |
| JPMorgan SmartRetirement 2025 R6 | Other securities | — | — | $9.6M | 8.4% | |
| Fidelity Growth Company K | Mutual Funds | — | — | $8.6M | 7.6% | |
| JPMorgan SmartRetirement 2050 R6 | Other securities | — | — | $8.1M | 7.2% | |
| Fidelity Blue Chip Growth K | Mutual Funds | — | — | $5.8M | 5.1% | |
| JPMorgan SmartRetirement 2055 R6 | Other securities | — | — | $4.6M | 4.0% | |
| JPMorgan Equity Index R6 | Common Collective Trusts | — | — | $4.4M | 3.8% | |
| JPMorgan Large Cap Growth R6 | Other securities | — | — | $4.1M | 3.6% | |
| JPMorgan SmartRetirement 2020 R6 | Other securities | — | — | $3.8M | 3.4% | |
| Notes receivable from participants 4.00% - 9.50% | Bonds / Notes | — | — | $3.5M | 3.1% | |
| Vanguard Small Cap Index Fund - Admiral | Common Collective Trusts | — | — | $3.4M | 3.0% | |
| JPMCB STABLE ASSET INCOME CF JP MORGAN · EIN 20-1978950 / PN 001 | Common Collective Trust | — | — | $2.8M | 2.5% | |
| Fidelity Low-Priced Stock K | Mutual Funds | — | — | $1.9M | 1.7% | |
| MFS International Growth R6 | Mutual Funds | — | — | $1.8M | 1.6% | |
| JPMorgan SmartRetirement 2060 R6 | Other securities | — | — | $1.7M | 1.5% | |
| Principal Mid Cap R6 | Other securities | — | — | $1.2M | 1.1% | |
| JPMorgan Equity Income R6 | Other securities | — | — | $973K | 0.9% | |
| Vanguard High Yield Corporate ADM | Mutual Funds | — | — | $960K | 0.8% | |
| Columbia Contrarian Core Instl 3 | Other securities | — | — | $813K | 0.7% | |
| JPMorgan SmartRetirement Income R6 | Other securities | — | — | $721K | 0.6% | |
| Baird Aggregate Bond Institutional | Other securities | — | — | $667K | 0.6% | |
| T. Rowe Price International Equity Index | Common Collective Trusts | — | — | $312K | 0.3% | |
| T. Rowe Price Integr US SM-CAP GRWT EQTY I | Other securities | — | — | $304K | 0.3% | |
| JPMorgan SmartRetirement 2065 R6 | Other securities | — | — | $199K | 0.2% | |
| Vanguard Mid Cap Index Adm | Mutual Funds | — | — | $81K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WITHUMSMITH+BROWN, PC | — | PRINCETON, NJ | AUDITOR | $23K | — |
