Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| USI CONSULTING GROUP | 06-1053228 | — | N/A | $25K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| JP Morgan Funds JP Morgan Smart Retirement 2035 | Other securities | — | — | $827K | 15.9% | |
| Vanguard Investments, Inc. Vanguard 500 Index Fund | Common Stock | — | — | $793K | 15.2% | |
| JP Morgan Funds JP Morgan Smart Retirement 2060 | Other securities | — | — | $614K | 11.8% | |
| JP Morgan Funds JP Morgan Smart Retirement 2055 | Other securities | — | — | $567K | 10.9% | |
| JP Morgan Funds JP Morgan Smart Retirement 2045 | Other securities | — | — | $385K | 7.4% | |
| Pioneer Investments Pioneer Fundamental Growth Class A | Other securities | — | — | $326K | 6.3% | |
| JP Morgan Funds JP Morgan Smart Retirement 2050 | Other securities | — | — | $300K | 5.8% | |
| TIAA-CREF TIAA CREF Social Choice Equity Fund Retirement | Other securities | — | — | $276K | 5.3% | |
| JP Morgan Funds JP Morgan Smart Retirement 2040 | Other securities | — | — | $240K | 4.6% | |
| JP Morgan Funds JP Morgan Mid Cap Growth | Other securities | — | — | $162K | 3.1% | |
| JP Morgan Funds JP Morgan Smart Retirement 2030 | Other securities | — | — | $122K | 2.3% | |
| JP Morgan Funds JP Morgan Smart Retirement 2025 | Other securities | — | — | $90K | 1.7% | |
| JP Morgan Funds JP Morgan Small Cap Value Fund Class A | Other securities | — | — | $80K | 1.5% | |
| Pioneer Investments Pioneer Equity Income Fund Class A | Other securities | — | — | $55K | 1.1% | |
| JP Morgan Funds JP Morgan Smart Retirement Income A | Other securities | — | — | $52K | 1.0% | |
| Vanguard Investments, Inc. Vanguard Total International Stock Index | Common Stock | — | — | $41K | 0.8% | |
| Pioneer Investments Pioneer US Government Money Market | Cash / Money Market | — | — | $32K | 0.6% | |
| Victory Capital Victory Sycamore Established Value A | Other securities | — | — | $29K | 0.6% | |
| Vanguard Investments, Inc. Vanguard Total Bond Market Index | Common Stock | — | — | $27K | 0.5% | |
| TIAA-CREF TIAA CREF Real Estate SEC Retirement | Other securities | — | — | $21K | 0.4% | |
| Pioneer Investments Pioneer Bond Fund Class A | Other securities | — | — | $19K | 0.4% | |
| Delaware Management Company Delaware Ivy Smal Cap Growth | Other securities | — | — | $16K | 0.3% | |
| JP Morgan Funds JP Morgan Smart Retirement 2020 | Other securities | — | — | $7K | 0.1% | |
| MFS Investment Management MFS International Diversification | Other securities | — | — | $6K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
