Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $4K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL | — | OVERLAND PARK, KS | ADVISOR |
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 | |||||
|---|---|---|---|---|---|---|
| AMF 2055 TARGET DATE - R2E | Registered Investment Companies | — | — | $777K | 17.6% | |
| JPMORGAN US EQUITY - R2 | Registered Investment Companies | — | — | $777K | 17.6% | |
| AMF 2050 TARGET DATE R2E | Registered Investment Companies | — | — | $598K | 13.5% | |
| AMF 2035 TARGET DATE R2E | Registered Investment Companies | — | — | $307K | 7.0% | |
| AMER CENT ULTRA FUND - R | Registered Investment Companies | — | — | $271K | 6.1% | |
| AMF 2060 TARGET DATE R2E | Registered Investment Companies | — | — | $256K | 5.8% | |
| AMF 2030 TARGET DATE R2E | Registered Investment Companies | — | — | $176K | 4.0% | |
| FIDELITY ADV VALUE STRATEGY M | Registered Investment Companies | — | — | $168K | 3.8% | |
| AMF 2045 TARGET DATE R2E | Registered Investment Companies | — | — | $152K | 3.4% | |
| AMF 2040 TARGET DATE R2E | Registered Investment Companies | — | — | $133K | 3.0% | |
| AMF 2025 TARGET DATE R2E | Registered Investment Companies | — | — | $116K | 2.6% | |
| JPMORGAN US SMALL COMPANY R2 | Registered Investment Companies | — | — | $95K | 2.1% | |
| AMF 2065 TARGET DATE R2E | Registered Investment Companies | — | — | $74K | 1.7% | |
| THE HARTFORD DIV AND GR-R3 | Registered Investment Companies | — | — | $73K | 1.7% | |
| UNDISCOVERED MGRS BHVR VAL R2 | Registered Investment Companies | — | — | $63K | 1.4% | |
| INVESCO STABLE ASSET INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $60K | 1.4% | |
| COLUMBIA BALANCED R | Registered Investment Companies | — | — | $53K | 1.2% | |
| INVESCO CORE PLUS BOND R | Registered Investment Companies | — | — | $43K | 1.0% | |
| GS EMG MKTS EQTY INSIGHTS R | Registered Investment Companies | — | — | $42K | 0.9% | |
| AMF AMERICAN HI INC TR R2E | Registered Investment Companies | — | — | $35K | 0.8% | |
| AMF NEW PERSPECTIVE FUND R2E | Registered Investment Companies | — | — | $32K | 0.7% | |
| CARILLON REAMS CORE BD I | Registered Investment Companies | — | — | $16K | 0.4% | |
| INTL GROWTH AND INCOME R2E | Registered Investment Companies | — | — | $15K | 0.3% | |
| AMF 2015 TARGET DATE R2E | Registered Investment Companies | — | — | $14K | 0.3% | |
| AMF 2010 TARGET DATE R2E | Registered Investment Companies | — | — | $7K | 0.2% | |
| JANUS HEND TRITON R | Registered Investment Companies | — | — | $7K | 0.2% | |
| AMERICAN CENT REAL ESTATE R | Registered Investment Companies | — | — | $4K | 0.1% | |
| AMF 2020 TARGET DATE R2E | Registered Investment Companies | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| $0 |
| — |
