Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $7K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| INTELLICENTS INVESTMENT SOLUTIONS I | — | ALBERT LEA, MN | INVESTMENT ADVISOR | $11K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Blackrock Lifepath Index 2030 N/R | Mutual Funds | — | — | $905K | 19.0% | |
| American Funds EuroPacific Growth R4 N/R | Other securities | — | — | $425K | 8.9% | |
| MORLEY STABLE VALUE FUND EMPOWER ANNUITY INSURANCE CO. · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $360K | 7.6% | |
| Blackrock Lifepath Index Ret N/R | Other securities | — | — | $337K | 7.1% | |
| JP Morgan Large Cap Growth Select N/R | Other securities | — | — | $323K | 6.8% | |
| Columbia Dividend Income Inst Fund N/R | Other securities | — | — | $295K | 6.2% | |
| PIMCO Moderate Duration N/R | Other securities | — | — | $279K | 5.9% | |
| Vanguard Total Bond Index Adm N/R | Other securities | — | — | $266K | 5.6% | |
| Blackrock Lifepath Index 2040 N/R | Other securities | — | — | $209K | 4.4% | |
| Fidelity 500 Index N/R | Other securities | — | — | $191K | 4.0% | |
| JP Morgan US Equity Select N/R | Other securities | — | — | $179K | 3.8% | |
| Blackrock Lifepath Index 2035 N/R | Other securities | — | — | $140K | 3.0% | |
| T. Rowe Price All-Cap Opportunities N/R | Other securities | — | — | $130K | 2.7% | |
| Victory Sycamore Established Value R6 N/R | Other securities | — | — | $86K | 1.8% | |
| T. Rowe Price New Horizons N/R | Other securities | — | — | $82K | 1.7% | |
| Blackrock Lifepath Index 2050 N/R | Other securities | — | — | $80K | 1.7% | |
| Victory Sycamore Small Company Opp R6 N/R | Other securities | — | — | $73K | 1.5% | |
| Vanguard Mid Cap Index Admiral N/R | Other securities | — | — | $71K | 1.5% | |
| Invesco Developing Markets N/R | Other securities | — | — | $62K | 1.3% | |
| Company Participant Loans * Participant Loans Interest rates: 4.25% - 9.50% $0 | Bonds / Notes | — | — | $50K | 1.1% | |
| Blackrock Lifepath Index 2045 N/R | Other securities | — | — | $44K | 0.9% | |
| Vanguard Real Estate Index Fund Admiral N/R | Other securities | — | — | $44K | 0.9% | |
| Janus Henderson Triton N N/R | Other securities | — | — | $40K | 0.8% | |
| Vanguard Small Cap Index Admiral N/R | Other securities | — | — | $38K | 0.8% | |
| Columbia Small Cap Index A N/R | Other securities | — | — | $33K | 0.7% | |
| Blackrock Lifepath Index 2065 N/R | Other securities | — | — | $7K | 0.2% | |
| Blackrock Lifepath Index 2055 N/R | Other securities | — | — | $7K | 0.1% | |
| Blackrock Lifepath Index 2060 N/R | Other securities | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
