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 | $27K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $6K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | Other securities | — | — | $1.4M | 14.1% | |
| American Century American Century One Choice 2035 Fund | Other securities | — | — | $1.1M | 11.0% | |
| American Century American Century One Choice 2025 Fund | Other securities | — | — | $912K | 9.3% | |
| American Funds American Funds American Balanced Fund | Other securities | — | — | $576K | 5.9% | |
| American Century American Century One Choice 2030 Fund | Other securities | — | — | $561K | 5.7% | |
| American Century American Century One Choice 2050 Fund | Other securities | — | — | $477K | 4.9% | |
| American Century American Century One Choice 2045 Fund | Other securities | — | — | $451K | 4.6% | |
| Fidelity Small Cap Index Fund | Other securities | — | — | $427K | 4.3% | |
| American Century American Century One Choice 2040 Fund | Other securities | — | — | $410K | 4.2% | |
| JPMorgan Equity Income Fund | Other securities | — | — | $399K | 4.1% | |
| American Funds American Funds New World Fund | Other securities | — | — | $364K | 3.7% | |
| Guaranteed portfolio fund * Empower Annuity Key Guaranteed Portfolio Fund | Other securities | — | — | $358K | 3.7% | |
| American Century American Century One Choice Fund | Other securities | — | — | $302K | 3.1% | |
| Registered investment companies American Century American Century Mid Cap Value Fund | Other securities | — | — | $256K | 2.6% | |
| Undiscovered Managers Undiscovered Managers Behavioral Value Fund | Other securities | — | — | $256K | 2.6% | |
| American Century American Century One Choice 2055 Fund | Other securities | — | — | $222K | 2.3% | |
| Notes receivable from participants * Notes receivable from Interest rates at 4.25% to 9.50% with various | Bonds / Notes | — | — | $220K | 2.2% | |
| MFS International Diversification Fund | Other securities | — | — | $210K | 2.1% | |
| Loomis Sayles Loomis Sayles Investment Grade Bond Fund | Other securities | — | — | $186K | 1.9% | |
| Fidelity Extended Market Index Fund | Other securities | — | — | $146K | 1.5% | |
| PIMCO Income Fund | Other securities | — | — | $127K | 1.3% | |
| American Century American Century One Choice 2060 Fund | Other securities | — | — | $117K | 1.2% | |
| MFS Growth Fund | Other securities | — | — | $72K | 0.7% | |
| PIMCO International Bond Fund | Other securities | — | — | $49K | 0.5% | |
| ClearBridge Small Cap Growth Fund | Other securities | — | — | $26K | 0.3% | |
| MFS Mid Cap Growth Fund | Other securities | — | — | $20K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
