Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GREAT-WEST LIFE & ANNUITY INSURANCE | 84-0467907 | — | NONE | $15K | — |
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 | |||||
|---|---|---|---|---|---|---|
| MFS GROWTH EQUITY FUND CL L MFS INVESTMENTS · EIN 38-4126293 / PN 596 | Common Collective Trust | — | — | $483K | 14.6% | |
| JPMorgan Funds JPMorgan SmartRetirement 2030- R5 a | Other securities | — | — | $441K | 13.4% | |
| PUTNAM STABLE VALUE FUND PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 732 | Common Collective Trust | — | — | $404K | 12.3% | |
| JPMorgan Funds JPMorgan SmartRetirement 2045- R5 a | Other securities | — | — | $235K | 7.1% | |
| Prudential Investments Prudential Total Return Bond-Z a | Other securities | — | — | $229K | 7.0% | |
| JPMorgan Funds JPMorgan SmartRetirement 2050- R5 a | Other securities | — | — | $227K | 6.9% | |
| PUTNAM LARGE CAP VALUE TRUSE IA PUTNAM FIDUCIARY TRUST COMPANY · EIN 82-3639536 / PN 001 | Common Collective Trust | — | — | $218K | 6.6% | |
| JPMorgan Funds JPMorgan SmartRetirement 2040- R5 a | Other securities | — | — | $217K | 6.6% | |
| JPMorgan Funds JPMorgan SmartRetirement 2035- R5 a | Other securities | — | — | $113K | 3.4% | |
| American Funds American Funds EuroPacific Growth R6 a | Other securities | — | — | $100K | 3.0% | |
| American Century American Century Mid Cap Value-R6 a | Other securities | — | — | $78K | 2.4% | |
| Janus Funds Janus Henderson Triton-N a | Other securities | — | — | $61K | 1.8% | |
| Vanguard Institutional Index Fund a | Other securities | — | — | $60K | 1.8% | |
| Carillon Family of Funds Carillon Eagle Mid Cap Growth-I a | Other securities | — | — | $48K | 1.4% | |
| American Beacon American Beacon Small Cap Value-R6 a | Other securities | — | — | $38K | 1.1% | |
| JPMorgan Funds JPMorgan SmartRetirement 2055- R5 a | Other securities | — | — | $23K | 0.7% | |
| JPMorgan Funds JPMorgan SmartRetirement 2025- R5 a | Other securities | — | — | $15K | 0.4% | |
| JPMorgan Funds JPMorgan SmartRetirement Income-R5 a | Other securities | — | — | $14K | 0.4% | |
| JPMorgan Funds JPMorgan SmartRetirement 2060- R5 a | Other securities | — | — | $10K | 0.3% | |
| Goldman Sachs Goldman Sachs Intl Sm Cap Insights-Inst a | Other securities | — | — | $6K | 0.2% | |
| Prudential Investments Prudential Global Real Estate-Z a | Other securities | — | — | $5K | 0.2% | |
| JPMorgan Funds JPMorgan SmartRetirement 2020- R5 a | Other securities | — | — | $5K | 0.2% | |
| Delaware Distributors Delaware Diversified Income-Inst a | Other securities | — | — | $4K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
