Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $15K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL CORPORATION RPCP | 95-2834236 | — | INVESTMENT/FINANCIAL ADVI | $24K | — |
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 | |||||
|---|---|---|---|---|---|---|
| AMC ONE CHOICE 2025 PORT R6 | Registered Investment Companies | — | — | $987K | 19.1% | |
| AMC ONE CHOICE 2030 PORT R6 | Registered Investment Companies | — | — | $868K | 16.8% | |
| AMC ONE CHOICE 2055 PORT R6 | Registered Investment Companies | — | — | $539K | 10.4% | |
| AMC ONE CHOICE 2035 PORT R6 | Registered Investment Companies | — | — | $525K | 10.2% | |
| AMC INRETIREMENT PORT R6 | Registered Investment Companies | — | — | $496K | 9.6% | |
| AMC ONE CHOICE 2050 PORT R6 | Registered Investment Companies | — | — | $461K | 8.9% | |
| AMC ONE CHOICE 2040 PORT R6 | Registered Investment Companies | — | — | $256K | 5.0% | |
| AMC ONE CHOICE 2045 PORT R6 | Registered Investment Companies | — | — | $133K | 2.6% | |
| AMERICAN CENTURY ULTRA - R6 | Registered Investment Companies | — | — | $133K | 2.6% | |
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $130K | 2.5% | |
| MFS MID CAP VALUE FUND - R6 | Registered Investment Companies | — | — | $82K | 1.6% | |
| MFS VALUE R6 | Registered Investment Companies | — | — | $80K | 1.6% | |
| UNDISC MGRS BEHAVIORAL VAL R6 | Registered Investment Companies | — | — | $70K | 1.4% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $66K | 1.3% | |
| VANGUARD DEV MKT INDEX ADMIRAL | Registered Investment Companies | — | — | $56K | 1.1% | |
| JPMORGAN MID CAP GROWTH R6 | Registered Investment Companies | — | — | $50K | 1.0% | |
| JPM CORE BOND R6 | Registered Investment Companies | — | — | $43K | 0.8% | |
| MACQUARIE SYST EMMKTS EQ R6 | Registered Investment Companies | — | — | $41K | 0.8% | |
| JPMORGAN US SMALL COMPANY R6 | Registered Investment Companies | — | — | $38K | 0.7% | |
| VAN INFL PROTECTED SEC - ADMR | Registered Investment Companies | — | — | $28K | 0.5% | |
| BLACKROCK HIGH YIELD K | Registered Investment Companies | — | — | $22K | 0.4% | |
| JPMORGAN US EQUITY FUND R6 | Registered Investment Companies | — | — | $18K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
