This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS CO OF AMERICA | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $94K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS LLC | — | RALEIGH, NC | INVESTMENT ADVISOR | $57K | — |
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.
| % of plan | |||
|---|---|---|---|
| LONG DURATION BOND (EMPOWER) MASS MUTUAL FUNDS · EIN 90-0342299 / PN 215 | Pooled Separate Account | $10.2M | 43.4% |
| PIMCO EXTENDED DURATION 12 PIMCO · EIN 90-0779283 / PN 000 | Pooled Separate Account | $5.9M | 25.1% |
| MM S&P 500 INDEX ADM MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | $1.3M | 5.7% |
| MASSMUTUAL BLUECHIP GROWTH ADM MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | $1.1M | 4.9% |
| MASSMUTUAL CORE BOND ADM MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | $985K | 4.2% |
| MFS VALUE R2 MFS · EIN 90-0342299 / PN 000 | Pooled Separate Account | $920K | 3.9% |
| AMERICAN FUNDS EUROPACIFIC GROWTH R AMERICAN FUNDS · EIN 04-1590850 / PN 000 | Pooled Separate Account | $880K | 3.7% |
| INVESCO SMALL CAP VALUE Y INVESCO · EIN 36-4277151 / PN 000 | Pooled Separate Account | $679K | 2.9% |
| MASSMUTUAL SMALL CAP GR EQ ADM MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | $578K | 2.5% |
| WELLS FARGO SPECIAL MID CAP VALUE A ALLSPRING GLOBAL INVESTMENTS · EIN 90-0779283 / PN 000 | Pooled Separate Account | $456K | 1.9% |
| MASSMUTUAL MID CAP GROWTH ADM MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | $437K | 1.9% |
| WELLS FARGO SPECIAL MID CAP VALUE A ALLSPRING GLOBAL INVESTMENTS · EIN 04-1590850 / PN 000 | Pooled Separate Account | $0 | <0.1% |
