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 | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| JP Morgan Smartretirement 2030 R6 | Other securities | — | — | $4.5M | 22.8% | |
| JP Morgan Smartretirement 2035 R6 | Other securities | — | — | $3.6M | 18.6% | |
| JP Morgan Smartretirement 2025 R6 | Other securities | — | — | $2.6M | 13.5% | |
| Party-in- Borrower, Lessor, or Current Interest Similar Party Description of Investment Cost Value Mutual Funds * JP Morgan Equity Index R6 | Other securities | — | — | $1.5M | 7.8% | |
| JP Morgan Smartretirement 2045 R6 | Other securities | — | — | $834K | 4.3% | |
| JP Morgan Smartretirement 2040 R6 | Other securities | — | — | $818K | 4.2% | |
| American Funds Growth Fund of America R6 | Other securities | — | — | $687K | 3.5% | |
| JP Morgan Smartretirement 2050 R6 | Other securities | — | — | $683K | 3.5% | |
| JP Morgan Core Bond R6 | Other securities | — | — | $660K | 3.4% | |
| JP Morgan Smartretirement 2020 R6 | Other securities | — | — | $606K | 3.1% | |
| Baird Midcap Inst | Other securities | — | — | $601K | 3.1% | |
| JPMCB STABLE ASSET INCOME CF JP MORGAN · EIN 20-1978950 / PN 001 | Common Collective Trust | — | — | $562K | 2.9% | |
| JP Morgan Common Collective Trust | Common Collective Trusts | — | — | $562K | 2.9% | |
| JP Morgan Smartretirement Income R6 | Other securities | — | — | $488K | 2.5% | |
| JP Morgan Small Cap Equity R6 | Other securities | — | — | $376K | 1.9% | |
| MFS Value R6 | Other securities | — | — | $368K | 1.9% | |
| JP Morgan US Equity R6 | Other securities | — | — | $207K | 1.1% | |
| Blackrock International Instl | Other securities | — | — | $125K | 0.6% | |
| JP Morgan Smartretirement 2055 R6 | Other securities | — | — | $88K | 0.5% | |
| JP Morgan Smartretirement 2060 R6 | Other securities | — | — | $67K | 0.3% | |
| Neuberger Berman Mid Cap Growth R6 | Other securities | — | — | $62K | 0.3% | |
| American Beacon Lg Cap Value R6 | Other securities | — | — | $35K | 0.2% | |
| T. Rowe Price U.S. Equity Research | Other securities | — | — | $35K | 0.2% | |
| from Participants Maturing through 2024 | Other securities | — | — | $19K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
