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 SmartRetirement 2025 N/A | Other securities | — | — | $3.3M | 23.9% | |
| JPMorgan SmartRetirement 2030 N/A | Other securities | — | — | $2.2M | 16.1% | |
| JPMorgan SmartRetirement 2040 N/A | Other securities | — | — | $1.5M | 10.6% | |
| JPMorgan SmartRetirement 2050 N/A | Other securities | — | — | $1.3M | 9.3% | |
| JPMorgan SmartRetirement 2045 N/A | Other securities | — | — | $1.3M | 9.1% | |
| JPMorgan SmartRetirement 2035 N/A | Other securities | — | — | $910K | 6.6% | |
| JPMorgan SmartRetirement 2020 N/A | Other securities | — | — | $772K | 5.6% | |
| JPMCB STABLE ASSET INCOME F15 JP MORGAN · EIN 20-1978950 / PN 001 | Common Collective Trust | — | — | $617K | 4.5% | |
| JPMorgan Equity Index N/A | Other securities | — | — | $445K | 3.2% | |
| JPMorgan SmartRetirement Income N/A | Other securities | — | — | $243K | 1.8% | |
| JPMorgan Large-Cap Growth N/A | Other securities | — | — | $197K | 1.4% | |
| Columbia Mid-Cap Index Instl N/A | Other securities | — | — | $149K | 1.1% | |
| PIMCO Total Return Instl N/A 1 Schwab FDMTL US Large Company N/A | Other securities | — | — | $143K | 1.0% | |
| Columbia Small-Cap Index Instl N/A | Other securities | — | — | $139K | 1.0% | |
| American Funds EuroPacific N/A | Other securities | — | — | $127K | 0.9% | |
| JPMorgan Core Bond Select N/A | Other securities | — | — | $120K | 0.9% | |
| Invesco Oppenheimer International Growth N/A | Other securities | — | — | $95K | 0.7% | |
| Victory Sycamore Established Value N/A | Other securities | — | — | $75K | 0.6% | |
| Nuveen Real Estate Securities N/A | Other securities | — | — | $57K | 0.4% | |
| Fidelity Advisor Emerging Markets N/A | Other securities | — | — | $49K | 0.4% | |
| T. Rowe Price QM US Small Cap Growth N/A | Other securities | — | — | $30K | 0.2% | |
| PGIM Jennison Mid-Cap Growth N/A | Other securities | — | — | $29K | 0.2% | |
| PIMCO Real Return Instl N/A | Other securities | — | — | $24K | 0.2% | |
| Vanguard Small CAP Index Fund N/A | Other securities | — | — | $14K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
