Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS LLC | 11-3665754 | — | NONE | $8K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LBMC | — | BRENTWOOD, TN | NONE | $15K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard 500 Index Adm Vanguard 0 | Other securities | — | — | $756K | 12.2% | |
| JPMorgan SmartRetirement Blend 2040 R6 JP Morgan 0 | Other securities | — | — | $508K | 8.2% | |
| JPMorgan SmartRetirement Blend 2045 R6 JP Morgan 0 | Other securities | — | — | $508K | 8.2% | |
| JPMorgan SmartRetirement Blend 2035 R6 JP Morgan 0 | Other securities | — | — | $436K | 7.0% | |
| JPMorgan SmartRetirement Blend 2030 R6 JP Morgan 0 | Other securities | — | — | $391K | 6.3% | |
| JPMorgan Large Cap Growth R6 JP Morgan 0 | Other securities | — | — | $382K | 6.2% | |
| PIMCO Total Return Instl PIMCO 0 | Other securities | — | — | $292K | 4.7% | |
| JPMorgan Core Bond R6 JP Morgan 0 | Other securities | — | — | $273K | 4.4% | |
| Vanguard Treasury Money Market Vanguard 0 | Cash / Money Market | — | — | $239K | 3.8% | |
| JPMorgan SmartRetirement Blend 2020 R6 JP Morgan 0 179 JPMorgan SmartRetirement Blend 2025 R6 JP Morgan 0 | Other securities | — | — | $227K | 3.7% | |
| MFS Massachusetts Investors Gr Stk R6 MFS 0 | Other securities | — | — | $188K | 3.0% | |
| Columbia Dividend Income I3 Columbia 0 | Other securities | — | — | $175K | 2.8% | |
| Putnam Large Cap Value R6 Putnam 0 | Other securities | — | — | $172K | 2.8% | |
| JPMorgan SmartRetirement Blend 2050 R6 JP Morgan 0 | Other securities | — | — | $162K | 2.6% | |
| Vanguard Total Bond Market Index Adm Vanguard 0 | Other securities | — | — | $150K | 2.4% | |
| Vanguard Mid Cap Index Adm Vanguard 0 | Other securities | — | — | $142K | 2.3% | |
| JPMorgan SmartRetirement Blend 2055 R6 JP Morgan 0 | Other securities | — | — | $140K | 2.3% | |
| BlackRock Strategic Global Bond K BlackRock 0 | Other securities | — | — | $111K | 1.8% | |
| American Funds Invmt Co of Amer R6 American Funds 0 | Common Stock | — | — | $101K | 1.6% | |
| MFS Blended Research Mid Cap Eqty R6 MFS 0 | Other securities | — | — | $99K | 1.6% | |
| Vanguard Developed Mkts Index Adm Vanguard 0 | Other securities | — | — | $98K | 1.6% | |
| FullerThaler Behv Small-Cap Equity R6 Fuller 0 | Other securities | — | — | $94K | 1.5% | |
| American Funds EuroPacific Gr R6 American Funds 0 | Other securities | — | — | $89K | 1.4% | |
| Columbia Overseas Value I3 Columbia 0 | Other securities | — | — | $83K | 1.3% | |
| JPMorgan SmartRetirement Blend Inc R6 JP Morgan 0 | Common Stock | — | — | $83K | 1.3% | |
| JPMorgan SmartRetirement Blend 2060 R6 JP Morgan 0 | Other securities | — | — | $72K | 1.2% | |
| American Funds New World R6 American Funds 0 | Other securities | — | — | $69K | 1.1% | |
| Vanguard Small-Cap Index Adm Vanguard 0 | Other securities | — | — | $53K | 0.9% | |
| JPMorgan SmartRetirement Blend 2065 R6 JP Morgan 0 | Other securities | — | — | $10K | 0.2% | |
| Various Rates and Maturities Participant's Loan Account 0 | Participant loans | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
