Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JP MORGAN INVEST HOLDINGS LLC | — | — | RECORDKEEPER | $11K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES, INC. | — | NEW YORK, NY | CONTRACT ADMIN | $29K | — |
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 | |||||
|---|---|---|---|---|---|---|
| s * JP MORGAN SMARTRETIREMENT BLEND 2025 Mutual Funds | Mutual Funds | — | — | $2.2M | 17.8% | |
| JP MORGAN SMARTRETIREMENT BLEND 2030 Mutual Funds | Other securities | — | — | $1.5M | 12.0% | |
| JP MORGAN SMARTRETIREMENT BLEND 2020 Mutual Funds | Other securities | — | — | $1.4M | 11.5% | |
| JP MORGAN SMARTRETIREMENT BLEND 2040 Mutual Funds | Other securities | — | — | $1.4M | 11.1% | |
| PRINCIPAL BLUE CHIP R6 Mutual Funds | Other securities | — | — | $1.1M | 8.9% | |
| JP MORGAN SMARTRETIREMENT BLEND 2035 Mutual Funds | Other securities | — | — | $941K | 7.6% | |
| JP MORGAN SMARTRETIREMENT BLEND 2045 Mutual Funds | Other securities | — | — | $692K | 5.6% | |
| GM SACH STABLE VALUE CIT INV CL1 GOLDMAN SACHS STABLE VALUE · EIN 13-4166989 / PN 025 | Pooled Separate Account | — | — | $580K | 4.7% | |
| JP MORGAN SMARTRETIREMENT BLEND INC R6 Mutual Funds | Common Stock | — | — | $499K | 4.0% | |
| JP MORGAN SMARTRETIREMENT BLEND 2055 Mutual Funds | Other securities | — | — | $444K | 3.6% | |
| VANGUARD TOTAL STOCK MRK INDEX - ADMIRALVTSAX Mutual Funds | Other securities | — | — | $404K | 3.2% | |
| Participant Loans through September 2029 -0- | Participant loans | — | — | $372K | 3.0% | |
| JP MORGAN SMARTRETIREMENT BLEND 2060 Mutual Funds | Other securities | — | — | $221K | 1.8% | |
| AMERICAN FUNDS AMERICAN BALANCED Mutual Funds | Other securities | — | — | $150K | 1.2% | |
| JP MORGAN SMARTRETIREMENT BLEND 2050 Mutual Funds | Other securities | — | — | $138K | 1.1% | |
| VANGUARD MID CAP INDEX ADM Mutual Funds | Other securities | — | — | $114K | 0.9% | |
| FULLER & THALER BEHAV SM-CP EQ Mutual Funds | Other securities | — | — | $56K | 0.4% | |
| VANGUARD SMALL CAP INDEX FUND - ADMIRAL Mutual Funds | Other securities | — | — | $52K | 0.4% | |
| AMERICAN CENTURY SMALL CAP GROWTH Mutual Funds | Other securities | — | — | $40K | 0.3% | |
| MFS MID CAP VALUE R6 Mutual Funds | Other securities | — | — | $30K | 0.2% | |
| JP MORGAN US RESEARCH ENHANCED EQUITY Mutual Funds | Other securities | — | — | $24K | 0.2% | |
| JP MORGAN EQUITY INCOME Mutual Funds | Other securities | — | — | $13K | 0.1% | |
| MFS INTL DIVERSIFICATION R6 Mutual Funds | Other securities | — | — | $13K | 0.1% | |
| AMERICAN FUNDS NEW WORLD R6 Mutual Funds | Other securities | — | — | $10K | <0.1% | |
| VANGUARD TOTAL BOND MARKET INDEX ADMIRAL VBTLX Mutual Funds | 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.
