Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JPMORGAN INVEST HOLDINGS LLC | — | NEW YORK, NY | RECORDKEEPER | $3K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| JPMorgan J P MORGAN SMARTRETIREMENT 2030 A # | Other securities | — | — | $8.2M | 15.7% | |
| JPMorgan J P MORGAN SMARTRETIREMENT 2035 A # | Other securities | — | — | $6.3M | 12.1% | |
| JPMorgan J P MORGAN SMARTRETIREMENT 2025 A # | Other securities | — | — | $5.2M | 10.0% | |
| JPMorgan J P MORGAN SMARTRETIREMENT 2040 A # | Other securities | — | — | $5.1M | 9.8% | |
| JPMorgan J P MORGAN LARGE CAP GROWTH A # | Other securities | — | — | $4.1M | 7.8% | |
| JPMorgan J P MORGAN SMARTRETIREMENT 2045 A # | Other securities | — | — | $3.9M | 7.5% | |
| JPMorgan J P MORGAN SMARTRETIREMENT 2020 A # | Other securities | — | — | $3.8M | 7.3% | |
| JPMorgan J P MORGAN SMARTRETIREMENT 2050 A # | Other securities | — | — | $2.7M | 5.1% | |
| JPMorgan J P MORGAN SMARTRETIREMENT 2055 A # | Other securities | — | — | $2.6M | 5.0% | |
| from participants through October 2054 # | Other securities | — | — | $2.1M | 4.0% | |
| ADMIRAL Vanguard TOTAL STOCK MRK INDEX - # | Other securities | — | — | $1.8M | 3.5% | |
| Pioneer STRATEGIC INCOME K # | Other securities | — | — | $1.2M | 2.3% | |
| ADMIRAL William Blair WILLIAM BLAIR SMALL-MID CAP GR I # | Other securities | — | — | $832K | 1.6% | |
| JPMorgan J P MORGAN SMARTRETIREMENT 2060 A # | Other securities | — | — | $819K | 1.6% | |
| JPMorgan J P MORGAN SMARTRETIREMENT INCOME # | Other securities | — | — | $697K | 1.3% | |
| ADMIRAL Vanguard TOTAL INTL STOCK INDEX # | Other securities | — | — | $691K | 1.3% | |
| GALLIARD STABLE RETURN FUND E WELLS FARGO MUTUAL FUNDS · EIN 52-2250951 / PN 000 | Common Collective Trust | — | — | $674K | 1.3% | |
| AB DISCOVERY VALUE Z # | Mutual Funds | — | — | $431K | 0.8% | |
| Hartford INTL OPPORTUNITIES Y # | Other securities | — | — | $375K | 0.7% | |
| MFS VALUE R6 # | Other securities | — | — | $354K | 0.7% | |
| ADM Vanguard TOTAL BOND MARKET INDEX # | Other securities | — | — | $293K | 0.6% | |
| Vanguard INFLATION-PROTECTED SECS # | Other securities | — | — | $30K | <0.1% | |
| Vanguard VANGUAD FEDERAL MONEY MARKET INV # | Cash / Money Market | — | — | $19K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
