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 | $2K | — |
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 Smart Retirement 2030 R6 Registered Investment Company | Other securities | — | — | $3.2M | 22.8% | |
| JPMorgan Smart Retirement 2035 R6 Registered Investment Company | Other securities | — | — | $2.2M | 15.7% | |
| JPMorgan Smart Retirement 2025 R6 Registered Investment Company | Other securities | — | — | $1.3M | 9.2% | |
| JPMorgan Smart Retirement 2040 R6 Registered Investment Company | Other securities | — | — | $1.2M | 8.8% | |
| JPMorgan Smart Retirement 2045 R6 Registered Investment Company | Other securities | — | — | $956K | 6.8% | |
| JPMorgan Smart Retirement 2050 R6 Registered Investment Company | Other securities | — | — | $831K | 5.9% | |
| Vanguard 500 Index Fund - Admiral Registered Investment Company | Other securities | — | — | $678K | 4.8% | |
| JPMorgan Smart Retirement 2055 R6 Registered Investment Company | Other securities | — | — | $638K | 4.5% | |
| MFS Growth R6 Registered Investment Company | Other securities | — | — | $632K | 4.5% | |
| JPMorgan Smart Retirement 2060 R6 Registered Investment Company | Other securities | — | — | $593K | 4.2% | |
| Vanguard Mid Cap Index - Admiral Registered Investment Company | Other securities | — | — | $371K | 2.6% | |
| JPMorgan Smart Retirement Income R6 Registered Investment Company | Other securities | — | — | $349K | 2.5% | |
| Participant Loans Dates from May 2025 to April 2031 - | Participant loans | — | — | $233K | 1.6% | |
| American Funds American Balanced R6 Registered Investment Company | Other securities | — | — | $200K | 1.4% | |
| Vanguard Explorer - Admiral Registered Investment Company | Other securities | — | — | $123K | 0.9% | |
| American Funds New World R6 Registered Investment Company | Other securities | — | — | $92K | 0.7% | |
| DFA Inflation - Protected Securities I Registered Investment Company | Other securities | — | — | $82K | 0.6% | |
| American Funds Washington Mutual R6 Registered Investment Company | Other securities | — | — | $78K | 0.6% | |
| JPMCB STABLE ASSET INCOME CF JP MORGAN · EIN 20-1978950 / PN 001 | Common Collective Trust | — | — | $71K | 0.5% | |
| JPMorgan Smart Retirement 2020 R6 Registered Investment Company | Other securities | — | — | $66K | 0.5% | |
| Loomis Sayles Investment Grade Bond N Registered Investment Company | Other securities | — | — | $60K | 0.4% | |
| MFS Research International R6 Registered Investment Company | Other securities | — | — | $28K | 0.2% | |
| DFA Real Estate Securities I Registered Investment Company | Other securities | — | — | $24K | 0.2% | |
| Vanguard Total International Stock Index - Admiral Registered Investment Company | Other securities | — | — | $22K | 0.2% | |
| DFA US Targeted Value I Registered Investment Company | Other securities | — | — | $9K | <0.1% | |
| JPMorgan Smart Retirement 2065 R6 Registered Investment Company | Other securities | — | — | $6K | <0.1% | |
| PIMCO Income Institutional Registered Investment Company | Other securities | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
