Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS LLC | 11-3665754 | — | NONE | $45K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRIME CAPITAL INVESTMENT | — | OVERLAND PARK, KS | NONE | $31K | — |
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 | |||||
|---|---|---|---|---|---|---|
| JPMCB SMARTRET PASSIVE BLEND 2030-C JPMORGAN CHASE BANK, NA · EIN 26-1165198 / PN 001 | Common Collective Trust | — | — | $2.4M | 11.0% | |
| JPMCB SMARTRET PASSIVE BLEND 2035-C JPMORGAN CHASE BANK, NA · EIN 26-1165348 / PN 001 | Common Collective Trust | — | — | $2.1M | 9.4% | |
| JPMCB SMARTRET PASSIVE BLEND 2040-C JPMORGAN CHASE BANK, NA · EIN 26-1165392 / PN 001 | Common Collective Trust | — | — | $1.8M | 8.3% | |
| LARGE CAP GROWTH II R1 GREAT GRAY TRUST · EIN 38-4139848 / PN 626 | Common Collective Trust | — | — | $1.8M | 8.0% | |
| JPMCB SMARTRET PASSIVE BLEND INC-CF JPMORGAN CHASE BANK, NA · EIN 26-1164871 / PN 001 | Common Collective Trust | — | — | $1.6M | 7.5% | |
| JPMCB SMARTRET PASSIVE BLEND 2025-C JPMORGAN CHASE BANK, NA · EIN 26-1165154 / PN 001 | Common Collective Trust | — | — | $1.5M | 6.8% | |
| JPMCB SMARTRET PASSIVE BLEND 2045-C JPMORGAN CHASE BANK, NA · EIN 26-1165449 / PN 001 | Common Collective Trust | — | — | $1.3M | 5.9% | |
| Vanguard 500 Index Adm Vanguard 0 | Other securities | — | — | $1.2M | 5.4% | |
| Dodge & Cox Stock Fund I Dodge 0 | Other securities | — | — | $1.1M | 4.9% | |
| JPMorgan Mid Cap Growth R6 JP Morgan 0 | Other securities | — | — | $941K | 4.3% | |
| JPMCB SMARTRET PASSIVE BLEND 2020-C JPMORGAN CHASE BANK, NA · EIN 26-1165037 / PN 001 | Common Collective Trust | — | — | $821K | 3.8% | |
| JPMCB SMARTRET PASSIVE BLEND 2055-C JPMORGAN CHASE BANK, NA · EIN 45-5590883 / PN 001 | Common Collective Trust | — | — | $681K | 3.1% | |
| JPMCB SMARTRET PASSIVE BLEND 2050-C JPMORGAN CHASE BANK, NA · EIN 26-1165477 / PN 001 | Common Collective Trust | — | — | $638K | 2.9% | |
| Various Rates and Maturities Participant's Loan Account 0 | Participant loans | — | — | $597K | 2.7% | |
| (CL) T. Rowe Price Mid-Cap Value I T. Rowe Price 0 | Other securities | — | — | $593K | 2.7% | |
| Vanguard Federal Money Market Inv Vanguard 0 | Cash / Money Market | — | — | $558K | 2.6% | |
| Voya Intermediate Bond Inst Voya 0 | Other securities | — | — | $436K | 2.0% | |
| JPMCB SMARTRET PASSIVE BLEND 2060-C JPMORGAN CHASE BANK, NA · EIN 81-3239155 / PN 001 | Common Collective Trust | — | — | $416K | 1.9% | |
| T. Rowe Price Overseas Stock I T. Rowe Price 0 | Other securities | — | — | $404K | 1.8% | |
| Vanguard Small-Cap Index Adm Vanguard 0 | Other securities | — | — | $362K | 1.7% | |
| Vanguard Short-Term Invest Grade Adm Vanguard 0 | Other securities | — | — | $282K | 1.3% | |
| Vanguard Mid Cap Index Adm Vanguard 0 | Other securities | — | — | $184K | 0.8% | |
| Vanguard Total Intl Stock Index Adm Vanguard 0 | Other securities | — | — | $168K | 0.8% | |
| Vanguard Small-Cap Value Index Adm Vanguard 0 | Other securities | — | — | $42K | 0.2% | |
| Vanguard Total Bond Market Index Adm Vanguard 0 | Other securities | — | — | $16K | <0.1% | |
| Artisan Small Cap Instl Artisan 0 | Other securities | — | — | $9K | <0.1% | |
| DFA Emerging Markets Core Eqty 2 Port DFA 0 | Other securities | — | — | $5K | <0.1% | |
| Baird Core Plus Bond Inst Baird 0 | Other securities | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
