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 | $895 | — |
| JPMORGAN INVEST HOLDINGS LLC | 13-2624428 | — | RECORDKEEPER | $55 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COPENHAGEN IMPORTS INC | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| THE STANDARD STABLE ASSET II JP MORGAN STABLE VALUE · EIN 93-0242990 / PN 001 | Common Collective Trust | — | — | $5.7M | 30.4% | |
| JPMorgan SmartRetirement 2030 R6 Mutual Funds | Other securities | — | — | $2.0M | 10.5% | |
| JPMorgan SmartRetirement 2035 R6 Mutual Funds | Other securities | — | — | $1.6M | 8.7% | |
| JPMorgan SmartRetirement 2025 R6 Mutual Funds | Other securities | — | — | $1.6M | 8.5% | |
| MFS Growth R6 Mutual Funds | Other securities | — | — | $1.4M | 7.5% | |
| JPMorgan SmartRetirement Income R6 Mutual Funds | Other securities | — | — | $1.3M | 7.2% | |
| JPMorgan SmartRetirement 2020 R6 Mutual Funds | Other securities | — | — | $939K | 5.0% | |
| JPMorgan SmartRetirement 2045 R6 Mutual Funds | Other securities | — | — | $627K | 3.4% | |
| Vanguard 500 Index Fund - Admiral Mutual Funds | Other securities | — | — | $576K | 3.1% | |
| American Funds American Balanced R6 Mutual Funds | Other securities | — | — | $544K | 2.9% | |
| Northwestern Mutual Life Insurance Company Life insurance contracts | Other securities | — | — | $504K | 2.7% | |
| Plan participants Notes receivable with maturity dates through July 2029 and interest rates at 4.25 - 9.50% - 0 - | Bonds / Notes | — | — | $291K | 1.6% | |
| JPMorgan SmartRetirement 2050 R6 Mutual Funds | Other securities | — | — | $226K | 1.2% | |
| Vanguard Mid Cap Index Adm Mutual Funds | Other securities | — | — | $203K | 1.1% | |
| JPMorgan SmartRetirement 2040 R6 Mutual Funds | Other securities | — | — | $202K | 1.1% | |
| JPMorgan SmartRetirement 2055 R6 Mutual Funds | Other securities | — | — | $180K | 1.0% | |
| American Funds Washington Mutual R6 Mutual Funds | Other securities | — | — | $174K | 0.9% | |
| JPMorgan SmartRetirement 2060 R6 Mutual Funds | Other securities | — | — | $131K | 0.7% | |
| T. Rowe Price Real Estate I Mutual Funds | Other securities | — | — | $107K | 0.6% | |
| Voya Intermediate Bond R6 Mutual Funds | Other securities | — | — | $104K | 0.6% | |
| Oakmark International Inst Mutual Funds | Other securities | — | — | $64K | 0.3% | |
| PIMCO Income Instl Mutual Funds | Other securities | — | — | $51K | 0.3% | |
| DFA US Targeted Value I Mutual Funds | Other securities | — | — | $42K | 0.2% | |
| PGIM Jennison Small Company R6 Mutual Funds | Other securities | — | — | $26K | 0.1% | |
| American Funds New World R6 Mutual Funds | Other securities | — | — | $14K | <0.1% | |
| DFA Inflation-Protected Securities I Mutual Funds | Other securities | — | — | $13K | <0.1% | |
| THE STANDARD STABLE ASSET II JP MORGAN STABLE VALUE · EIN 93-0242990 / PN 000 | Common Collective Trust | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| TUCSON, AZ |
| OTHER |
| $19K |
| — |
