Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JP MORGAN INVEST HOLDINGS, LLC | 13-2624428 | — | RECORD KEEPER | $26K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| JP Morgan Smartretirement 2030 R6 | Other securities | — | — | $7.2M | 14.0% | |
| Fidelity Blue Chip Growth Fund | Mutual Funds | — | — | $6.2M | 12.0% | |
| JP Morgan Smartretirement Income R6 | Other securities | — | — | $5.4M | 10.6% | |
| Fidelity Government Money Market | Mutual Funds | — | — | $4.7M | 9.2% | |
| JP Morgan Smartretirement 2020 R6 | Other securities | — | — | $4.4M | 8.5% | |
| JP Morgan Smartretirement 2025 R6 | Other securities | — | — | $3.2M | 6.1% | |
| JP Morgan Smartretirement 2035 R6 | Other securities | — | — | $2.5M | 4.8% | |
| Fidelity Puritan | Mutual Funds | — | — | $2.5M | 4.8% | |
| JP Morgan Smartretirement 2040 R6 | Other securities | — | — | $2.0M | 3.8% | |
| Fidelity Total Market Index | Common Collective Trusts | — | — | $1.8M | 3.4% | |
| Blackrock Mid-Cap Growth Equity K | Other securities | — | — | $1.7M | 3.3% | |
| Fidelity Low Priced Stock | Mutual Funds | — | — | $1.6M | 3.2% | |
| Auxier Focus Institutional | Other securities | — | — | $1.6M | 3.1% | |
| Pimco Total Return Instl | Mutual Funds | — | — | $1.0M | 2.0% | |
| JP Morgan Smartretirement 2045 R6 | Other securities | — | — | $838K | 1.6% | |
| American Century Small Cap Growth R6 | Other securities | — | — | $688K | 1.3% | |
| JP Morgan Smartretirement 2050 R6 | Other securities | — | — | $623K | 1.2% | |
| Goldman Sachs Intl EQ Insights R6 | Other securities | — | — | $588K | 1.1% | |
| maturing through November 2027 - | Other securities | — | — | $555K | 1.1% | |
| Vanguard Total Bond Market Index Admiral | Mutual Funds | — | — | $529K | 1.0% | |
| Goldman Sachs Small Cap Val Insights Instl | Other securities | — | — | $450K | 0.9% | |
| JP Morgan Smartretirement 2055 R6 | Other securities | — | — | $365K | 0.7% | |
| Vanguard Total Intl Stock Index Admiral | Mutual Funds | — | — | $264K | 0.5% | |
| Allspring Special Mid Cap Value R6 | Other securities | — | — | $261K | 0.5% | |
| JP Morgan Smartretirement 2060 R6 | Other securities | — | — | $231K | 0.4% | |
| Principal Short-term Income Inst | Other securities | — | — | $207K | 0.4% | |
| Pimco Real Return Instl | Mutual Funds | — | — | $126K | 0.2% | |
| Loomis Sayles Global Allocation N | Other securities | — | — | $72K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
