Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JPMORGAN INVEST HOLDINGS LLC | 13-2624428 | — | RECORDKEEPER | $14K | — |
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 SmartRetirement Blend 2030 R6 | Other securities | — | — | $1.0M | 23.6% | |
| JPMorgan SmartRetirement Blend 2025 R6 | Other securities | — | — | $672K | 15.3% | |
| JPMorgan SmartRetirement Blend 2050 R6 | Other securities | — | — | $393K | 9.0% | |
| s * JPMorgan SmartRetirement Blend Inc R6 | Mutual Funds | — | — | $361K | 8.2% | |
| JPMorgan SmartRetirement Blend 2035 R6 | Other securities | — | — | $355K | 8.1% | |
| JPMorgan SmartRetirement Blend 2045 R6 | Other securities | — | — | $288K | 6.6% | |
| JPMorgan SmartRetirement Blend 2040 R6 | Other securities | — | — | $246K | 5.6% | |
| JPMCB STABLE ASSET INCOME CF JP MORGAN · EIN 20-1978950 / PN 001 | Common Collective Trust | — | — | $241K | 5.5% | |
| Vanguard Balanced Index Fund - Admiral 645 Common Collective Trust Fund * JPMorgan JPMCB Stable Asset Income CF | Common Collective Trusts | — | — | $230K | 5.2% | |
| JPMorgan SmartRetirement Blend 2055 R6 | Other securities | — | — | $180K | 4.1% | |
| JPMorgan SmartRetirement Blend 2060 R6 | Other securities | — | — | $158K | 3.6% | |
| JPMorgan SmartRetirement Blend 2020 R6 | Other securities | — | — | $93K | 2.1% | |
| JPMorgan US Research Enhanced Equity R6 | Other securities | — | — | $83K | 1.9% | |
| Vanguard 500 Index Fund - Admiral | Common Collective Trusts | — | — | $69K | 1.6% | |
| Vanguard Total Intl Stock Index Admiral | Mutual Funds | — | — | $60K | 1.4% | |
| Vanguard Mid Cap Index Adm | Mutual Funds | — | — | $51K | 1.2% | |
| Vanguard Total Intl Bond Market Index Admiral | Mutual Funds | — | — | $38K | 0.9% | |
| Vanguard Small Cap Index Fund - Admiral | Common Collective Trusts | — | — | $30K | 0.7% | |
| JPMorgan International Equity R6 | Other securities | — | — | $16K | 0.4% | |
| JPMorgan SmartRetirement Blend 2065 R6 | Other securities | — | — | $11K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
