Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CALIBRE CPA GROUP, PLLC | 47-0900880 | — | NONE | $39K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SEGAL CONSULTING | 13-1835864 | — | NONE |
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 GLOBAL SEC EQY FUND JPMORGAN CHASE BANK, N.A. · EIN 82-2394528 / PN 001 | Common Collective Trust | — | $2.9M | $3.2M | 14.8% | |
| JPMCB CORPORATE HIGH YIELD FUND JPMORGAN CHASE BANK, N.A. · EIN 13-3869666 / PN 001 | Common Collective Trust | — | $2.2M | $2.4M | 10.8% | |
| MULTI-EMPLOYER PROPERTY TRUST NEW TOWER TRUST COMPANY · EIN 52-6218800 / PN 001 | Common Collective Trust | — | $1.2M | $2.0M | 8.9% | |
| JPMCB INCOME FUND JPMORGAN CHASE BANK, N.A. · EIN 81-2998560 / PN 001 | Common Collective Trust | — | $1.5M | $1.6M | 7.4% | |
| JPMCB US ACTIVE CORE EQUITY FUND JPMORGAN CHASE BANK, N.A. · EIN 13-4043928 / PN 001 | Common Collective Trust | — | $1.2M | $1.5M | 7.0% | |
| JPMCB CORE BOND FUND JPMORGAN CHASE BANK, N.A. · EIN 20-3847783 / PN 001 | Common Collective Trust | — | $1.4M | $1.4M | 6.4% | |
| AFL-CIO SL MID CAP STOCK INDEX FUND BNY MELLON · EIN 25-6078093 / PN 001 | Common Collective Trust | — | $1.0M | $1.2M | 5.5% | |
| JPMCB EQUITY INDEX JPMORGAN CHASE BANK, N.A. · EIN 20-2266703 / PN 001 | Common Collective Trust | — | $889K | $1.1M | 5.0% | |
| JPMCB LONG CREDIT FUND JPMORGAN CHASE BANK, N.A. · EIN 13-4027152 / PN 001 | Common Collective Trust | — | $1.0M | $1.0M | 4.7% | |
| JPMCB GROWTH ADVANTAGE FUND JPMORGAN CHASE BANK, N.A. · EIN 26-3467461 / PN 001 | Common Collective Trust | — | $823K | $1.0M | 4.6% | |
| JPMCB VALUE ADVANTAGE FUND JPMORGAN CHASE BANK, N.A. · EIN 26-3467496 / PN 001 | Common Collective Trust | — | $869K | $969K | 4.4% | |
| JPMCB EAFE EQUITY INDEX JPMORGAN CHASE BANK, N.A. · EIN 81-5213748 / PN 001 | Common Collective Trust | — | $860K | $881K | 4.0% | |
| JPMCB GLOBAL EMERGING MKTS OPP FD JPMORGAN CHASE BANK, N.A. · EIN 46-2537381 / PN 001 | Common Collective Trust | — | $664K | $686K | 3.1% | |
| JPMCB INTERNATIONAL EQUITY FUND JPMORGAN CHASE BANK, N.A. · EIN 26-0001051 / PN 001 | Common Collective Trust | — | $659K | $667K | 3.0% | |
| JPMCB US SMALL CAP EQUITY FUND JPMORGAN CHASE BANK, N.A. · EIN 13-3759757 / PN 001 | Common Collective Trust | — | $522K | $596K | 2.7% | |
| COMERICA SHORT TERM INVESTMENT FUND COMERICA BANK · EIN 47-7305132 / PN 001 | Common Collective Trust | — | $572K | $572K | 2.6% | |
| JPMCB EMERGING MARKETS EQUITY FOCUS JPMORGAN CHASE BANK, N.A. · EIN 13-4179575 / PN 001 | Common Collective Trust | — | $473K | $514K | 2.3% | |
| JPMCB MID-CAP CORE FUND JPMORGAN CHASE BANK, N.A. · EIN 45-5488675 / PN 001 | Common Collective Trust | — | $314K | $311K | 1.4% | |
| Limited Partnership Entrust Capital Diversified Fund NQP Ltd. LP N/A | Common Stock | — | $50K | $29K | 0.1% | |
| N/A PIMCO Total Return Fund Instl Mutual fund N/A | Other securities | — | $9K | $9K | <0.1% | |
| N/A Credit Suisse Floating Rate High Income Fund Mutual fund N/A | Mutual Funds | — | $5K | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| $88K |
| — |
| JP MORGAN | 13-3200244 | — | NONE | $85K | — |
| INVESTMENT PERFORMANCE SERVICES | 58-2432390 | — | NONE | $37K | — |
| COMERICA BANK | 42-1741646 | — | NONE | $17K | — |
| O'DONOGHUE & O'DONOGHUE LLP | 53-0120528 | — | NONE | $12K | — |
| NIXON PEABODY | 16-0764720 | — | NONE | $11K | — |
| BASYS, INC. | 52-1796473 | — | NONE | $6K | — |
