Stephanie Varghese signed Upbound Group, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Upbound Group, Inc.'s EIN is 45-0491516.
Download the official 2024 Form 5500 (PDF) for Upbound Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Upbound Group, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | 13-2624428 | — | INVESTMENT MGMT | $90K | — |
| JPMORGAN INVEST HOLDINGS LLC | 13-2624428 | — | RECORDKEEPER | $18K | — |
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 Funds SmartRetirement 2035 Fund | Other securities | — | — | $29.7M | 12.1% | |
| JPMorgan Funds SmartRetirement 2040 Fund | Other securities | — | — | $28.7M | 11.7% | |
| JPMorgan Funds SmartRetirement 2045 Fund | Other securities | — | — | $25.6M | 10.4% | |
| JPMorgan Funds SmartRetirement 2030 Fund | Other securities | — | — | $25.3M | 10.3% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $20.2M | 8.3% | |
| JPMorgan Funds SmartRetirement 2025 Fund | Other securities | — | — | $16.4M | 6.7% | |
| JPMorgan Funds SmartRetirement 2050 Fund | Other securities | — | — | $15.0M | 6.1% | |
| T. Rowe Price Funds Growth Stock Fund | Other securities | — | — | $8.9M | 3.6% | |
| GALLIARD STABLE RETURN FUND E WELLS FARGO MUTUAL FUNDS · EIN 52-2250951 / PN 001 | Common Collective Trust | — | — | $8.9M | 3.6% | |
| Upbound Group, Inc. Common Stock | Common Stocks | — | — | $8.0M | 3.3% | |
| JPMorgan Funds SmartRetirement 2055 Fund | Other securities | — | — | $7.6M | 3.1% | |
| Fidelity U.S. Bond Index Fund | Common Collective Trusts | — | — | $4.6M | 1.9% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $4.0M | 1.6% | |
| MFS Funds Mid Cap Growth Fund | Mutual Funds | — | — | $3.9M | 1.6% | |
| JPMorgan Funds SmartRetirement 2020 Fund | Other securities | — | — | $3.8M | 1.5% | |
| Fidelity Total International Index Fund | Common Collective Trusts | — | — | $3.3M | 1.4% | |
| JPMorgan Funds SmartRetirement 2060 Fund | Other securities | — | — | $3.2M | 1.3% | |
| Fidelity International Index Fund | Common Collective Trusts | — | — | $3.0M | 1.2% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $2.5M | 1.0% | |
| JPMorgan Funds Core Plus Fund | Other securities | — | — | $2.2M | 0.9% | |
| Vanguard Funds Mid Cap Index Fund | Common Collective Trusts | — | — | $2.2M | 0.9% | |
| John Hancock Funds Disciplined Value Fund | Other securities | — | — | $2.0M | 0.8% | |
| JP Morgan Funds Small Cap Equity Fund | Other securities | — | — | $1.7M | 0.7% | |
| JPMorgan Funds SmartRetirement Income Fund | Other securities | — | — | $1.6M | 0.6% | |
| Schwab Funds Treasury Inflation Protected Securities Index Fund | U.S. Treasuries | — | — | $1.5M | 0.6% | |
| Invesco Developing Markets Fund | Mutual Funds | — | — | $1.3M | 0.5% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
