Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JPMORGAN INVEST HOLDING LLC | 20-1978950 | — | RECORDKEEPER | $12K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENSLER LLC | 71-1004774 | — | ADVISOR | $13K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| JPMorgan Smartretirement 2030 | Other securities | — | — | $1.6M | 20.4% | |
| JPMorgan Smartretirement 2050 | Other securities | — | — | $1.6M | 20.2% | |
| JPMorgan Smartretirement 2025 | Other securities | — | — | $777K | 10.0% | |
| JPMorgan Smartretirement 2045 | Other securities | — | — | $633K | 8.1% | |
| JPMorgan Smartretirement 2035 | Other securities | — | — | $533K | 6.8% | |
| JPMorgan Smartretirement 2060 | Other securities | — | — | $492K | 6.3% | |
| JPMorgan Equity Index | Common Collective Trusts | — | — | $340K | 4.4% | |
| Janus Henderson Enterprise N | Mutual Funds | — | — | $326K | 4.2% | |
| JPMorgan Smartretirement 2040 | Other securities | — | — | $273K | 3.5% | |
| Vangaurd Small Cap Index Fund - Admiral | Common Collective Trusts | — | — | $270K | 3.5% | |
| JPMorgan Smartretirement 2055 | Other securities | — | — | $232K | 3.0% | |
| Participant Loans * Participants Rates from 3.25% to 8.50% - | Bonds / Notes | — | — | $223K | 2.9% | |
| American Funds Growth Fund of America | Mutual Funds | — | — | $150K | 1.9% | |
| JPMorgan Core Bond | Other securities | — | — | $85K | 1.1% | |
| Columbian Contrarian Core | Other securities | — | — | $69K | 0.9% | |
| Fidelity Advisor Small Cap Growth | Mutual Funds | — | — | $61K | 0.8% | |
| JPMorgan Smartretirement 2020 | Other securities | — | — | $55K | 0.7% | |
| Traditional Guaranteed Investment Contract The Standard The Standard Stable Asset II | Stable Value | — | — | $35K | 0.4% | |
| Victory Sycamore Established Value | Other securities | — | — | $31K | 0.4% | |
| JPMorgan Smartretirement Income | Other securities | — | — | $14K | 0.2% | |
| Oakmark R6 | Other securities | — | — | $13K | 0.2% | |
| BlackRock Equity Dividend | Other securities | — | — | $13K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
