Christopher Speight signed Middleground Management LP's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Middleground Management LP's EIN is 82-4632067.
Download the official 2024 Form 5500 (PDF) for Middleground Management LP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Middleground Management LP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
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 | $28K | — |
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 | |||||
|---|---|---|---|---|---|---|
| JPMorgan Mutual Fund - SmartRetirement Blend 2045 R6 | Other securities | — | — | $3.9M | 25.2% | |
| JPMorgan Mutual Fund - SmartRetirement Blend 2055 R6 | Other securities | — | — | $1.9M | 12.4% | |
| JPMorgan Mutual Fund - SmartRetirement Blend 2040 R6 | Other securities | — | — | $1.6M | 10.0% | |
| JPMorgan Mutual Fund - SmartRetirement Blend 2060 R6 | Other securities | — | — | $1.5M | 9.6% | |
| Vanguard Mutual Fund - 500 Index Fund - Admiral | Common Collective Trusts | — | — | $1.2M | 7.4% | |
| MFS Mutual Fund - Growth R6 | Mutual Funds | — | — | $970K | 6.2% | |
| JPMorgan Mutual Fund - SmartRetirement Blend 2050 R6 | Other securities | — | — | $922K | 5.9% | |
| JPMorgan Mutual Fund - SmartRetirement Blend 2035 R6 | Other securities | — | — | $768K | 4.9% | |
| JPMorgan Mutual Fund - SmartRetirement Blend 2065 R6 | Other securities | — | — | $602K | 3.9% | |
| JPMorgan Mutual Fund - SmartRetirement Blend 2030 R6 | Other securities | — | — | $380K | 2.4% | |
| Vanguard Mutual Fund - Total Intl Stock Index Admiral | Mutual Funds | — | — | $279K | 1.8% | |
| JPMorgan Mutual Fund - Mid Cap Growth R6 | Other securities | — | — | $271K | 1.7% | |
| American Funds Mutual Fund - Washington Mutual R6 | Mutual Funds | — | — | $234K | 1.5% | |
| Vanguard Mutual Fund - Explorer Adm | Mutual Funds | — | — | $196K | 1.3% | |
| JPMorgan Mutual Fund - SmartRetirement Blend 2025 R6 | Other securities | — | — | $172K | 1.1% | |
| Loomis Sayles Mutual Fund - Investment Grade Bond N | Other securities | — | — | $136K | 0.9% | |
| PIMCO Mutual Fund - Income INSTL | Mutual Funds | — | — | $74K | 0.5% | |
| Notes receivable from participants Interest rates of 4.25% - 9.00% with maturities through February 15, 2027 - | Bonds / Notes | — | — | $44K | 0.3% | |
| JPMCB STABLE ASSET INCOME CF JP MORGAN · EIN 20-1978950 / PN 001 | Common Collective Trust | — | — | $27K | 0.2% | |
| DFA US Mutual Fund - Targeted Value I | Mutual Funds | — | — | $21K | 0.1% | |
| American Funds Mutual Fund - American Balanced R6 | Mutual Funds | — | — | $8K | <0.1% | |
| RELIANCE TRST NY LIFE ANCHOR-SER I- RELIANCE TRUST CT OR SVF · EIN 46-6350416 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
