This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MGMT LLC | 36-4317381 | — | INVESTMENT ADVISORY | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $24K | — |
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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| JPMCB SMARTRETIRE PASS BLND INC CF JPMORGAN CHASE BANK, N.A. · EIN 26-1164871 / PN 001 | Common Collective Trust | $0 | — |
| JPMCB SMARTRETIRE PASS BLND 2020 CF JPMORGAN CHASE BANK, N.A. · EIN 26-1165037 / PN 001 | Common Collective Trust | $0 | — |
Common Collective Trust |
| $0 |
| — |
| JPMCB SMARTRETIRE PASS BLND 2030 CF JPMORGAN CHASE BANK, N.A. · EIN 26-1165198 / PN 001 | Common Collective Trust | $0 | — |
| JPMCB SMARTRETIRE PASS BLND 2035 CF JPMORGAN CHASE BANK, N.A. · EIN 26-1165348 / PN 001 | Common Collective Trust | $0 | — |
| JPMCB SMARTRETIRE PASS BLND 2040 CF JPMORGAN CHASE BANK, N.A. · EIN 26-1165392 / PN 001 | Common Collective Trust | $0 | — |
| JPMCB SMARTRETIRE PASS BLND 2045 CF JPMORGAN CHASE BANK, N.A. · EIN 26-1165449 / PN 001 | Common Collective Trust | $0 | — |
| JPMCB SMARTRETIRE PASS BLND 2050 CF JPMORGAN CHASE BANK, N.A. · EIN 26-1165477 / PN 001 | Common Collective Trust | $0 | — |
| JPMCB SMARTRETIRE PASS BLND 2055 CF JPMORGAN CHASE BANK, N.A. · EIN 45-5590883 / PN 001 | Common Collective Trust | $0 | — |
| JPMCB SMARTRETIRE PASS BLND 2060 CF JPMORGAN CHASE BANK, N.A. · EIN 81-3239155 / PN 001 | Common Collective Trust | $0 | — |
| GALLIARD STABLE RETURN PN SEI TRUST COMPANY · EIN 41-6202499 / PN 001 | Common Collective Trust | $0 | — |
| FIAM PYRAMIS CORE PLUS CIT FIDELITY INVESTMENTS · EIN 20-4659714 / PN 052 | Common Collective Trust | $0 | — |
| BLACKROCK LFPTH INDX RETMT L FD BLACKROCK INSTITUTIONAL TRUST CO · EIN 45-2796126 / PN 001 | Common Collective Trust | $0 | — |
| BLACKROCK LFPTH INDX 2025 L FD BLACKROCK INSTITUTIONAL TRUST CO · EIN 45-2790976 / PN 001 | Common Collective Trust | $0 | — |
| BLACKROCK LFPTH INDX 2030 L FD BLACKROCK INSTITUTIONAL TRUST CO · EIN 45-2791033 / PN 001 | Common Collective Trust | $0 | — |
| BLACKROCK LFPTH INDX 2035 L FD BLACKROCK INSTITUTIONAL TRUST CO · EIN 45-2791065 / PN 001 | Common Collective Trust | $0 | — |
| BLACKROCK LFPTH INDX 2040 L FD BLACKROCK INSTITUTIONAL TRUST CO · EIN 45-2795948 / PN 001 | Common Collective Trust | $0 | — |
| BLACKROCK LFPTH INDX 2045 L FD BLACKROCK INSTITUTIONAL TRUST CO · EIN 45-2795992 / PN 001 | Common Collective Trust | $0 | — |
| BLACKROCK LFPTH INDX 2050 L FD BLACKROCK INSTITUTIONAL TRUST CO · EIN 45-2796042 / PN 001 | Common Collective Trust | $0 | — |
| BLACKROCK LFPTH INDX 2055 L FD BLACKROCK INSTITUTIONAL TRUST CO · EIN 45-2796084 / PN 001 | Common Collective Trust | $0 | — |
| BLACKROCK LFPTH INDX 2060 L FD BLACKROCK INSTITUTIONAL TRUST CO · EIN 47-1967488 / PN 001 | Common Collective Trust | $0 | — |
| BLACKROCK LFPTH INDX 2065 L FD BLACKROCK INSTITUTIONAL TRUST CO · EIN 84-1837050 / PN 001 | Common Collective Trust | $0 | — |
