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 | $2K | — |
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 | |||||
|---|---|---|---|---|---|---|
| BLACKROCK LIFEPATH INDEX 2055 K 425,847 shares n/a | Other securities | — | — | $10.3M | 14.6% | |
| BLACKROCK LIFEPATH INDEX RETIREMENT K 543,226 shares n/a | Other securities | — | — | $7.5M | 10.7% | |
| NEW YORK LIFE INS CO ANCHOR ACCOUNT NEW YORK LIFE · EIN 13-5582869 / PN 001 | Common Collective Trust | — | — | $6.9M | 9.8% | |
| NEW YORK LIFE INS CO ANCHOR ACCOUNT IV 6,750,872 shares n/a | Common Stock | — | — | $6.8M | 9.6% | |
| BLACKROCK LIFEPATH INDEX 2050 K 236,282 shares n/a | Other securities | — | — | $5.5M | 7.8% | |
| FIDELITY 500 INDEX 26,802 shares n/a | Other securities | — | — | $5.5M | 7.8% | |
| BLACKROCK LIFEPATH INDEX 2045 K 228,930 shares n/a | Other securities | — | — | $5.1M | 7.3% | |
| BLACKROCK LIFEPATH INDEX 2040 K 243,797 shares n/a | Other securities | — | — | $5.0M | 7.1% | |
| BLACKROCK LIFEPATH INDEX 2035 K 242,602 shares n/a | Other securities | — | — | $4.6M | 6.5% | |
| JPMORGAN LARGE CAP GROWTH R6 51,660 shares n/a | Other securities | — | — | $4.3M | 6.2% | |
| BLACKROCK LIFEPATH INDEX 2030 K 249,203 shares n/a | Other securities | — | — | $4.3M | 6.1% | |
| BLACKROCK LIFEPATH INDEX 2060 K 83,606 shares n/a | Other securities | — | — | $1.8M | 2.6% | |
| MFS LARGE CAP VALUE CIT CL CT GREAT GRAY · EIN 38-7275332 / PN 001 | Common Collective Trust | — | — | $1.4M | 1.9% | |
| FIDELITY TOTAL INTERNATIONAL INDEX 91,441 shares n/a | Other securities | — | — | $1.2M | 1.8% | |
| MFS MID CAP VALUE FUND CT GREAT GRAY · EIN 38-4139822 / PN 001 | Common Collective Trust | — | — | $1.0M | 1.5% | |
| PRINCIPAL SMALLCAP GROWTH I R6 61,319 shares n/a | Other securities | — | — | $914K | 1.3% | |
| PARTICIPANT LOANS through 2031*** | Participant loans | — | — | $672K | 1.0% | |
| FIDELITY EXTENDED MARKET INDEX 6,232 shares n/a | Other securities | — | — | $566K | 0.8% | |
| BLACKROCK LIFEPATH INDEX 2065 K 36,069 shares n/a | Other securities | — | — | $548K | 0.8% | |
| FIDELITY US BOND INDEX 53,020 shares n/a | Other securities | — | — | $542K | 0.8% | |
| BLACKROCK TOTAL RETURN K 49,297 shares n/a | Other securities | — | — | $480K | 0.7% | |
| GREAT GRAY TRUST EUROPACIFIC GROWTH GREAT GRAY · EIN 38-7289843 / PN 001 | Common Collective Trust | — | — | $472K | 0.7% | |
| FIDELITY SMALL CAP INDEX 15,984 shares n/a | Other securities | — | — | $442K | 0.6% | |
| MFS MID CAP GROWTH FUND CT GREAT GRAY · EIN 38-4126294 / PN 001 | Common Collective Trust | — | — | $323K | 0.5% | |
| DRIEHAUS EMERGING MARKETS GROWTH INSTL 7,690 shares n/a | Other securities | — | — | $285K | 0.4% | |
| ALLSPRING SPECIAL SMALL CAP VALUE R6 5,645 shares n/a | Other securities | — | — | $227K | 0.3% | |
| VANGUARD REAL ESTATE INDEX ADMIRAL 1,492 shares n/a | Other securities | — | — | $189K | 0.3% | |
| DFA INFLATION-PROTECTED SECURITIES I 16,019 shares n/a | Other securities | — | — | $172K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
