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 | $51K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HYDE GROUP INC | — | SOUTHBRIDGE, MA | AUDITOR | $28K | — |
| Name | EIN | Location | Relation | Direct comp |
|---|
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Massachusetts Mutual Life Insurance Company Fixed Interest Fund | — | — | — | $5.0M | 20.3% | |
| MM SANDP 500 INDEX I MASSMUTUAL · EIN 90-0342299 / PN 000 |
| Indirect comp |
|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $906 | — |
Pooled Separate Account |
| — |
| — |
| $4.3M |
| 17.3% |
| MASSMUTUAL BLUE CHIP GROWTH I MASSMUTUAL · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $2.8M | 11.3% |
| Massachusetts Mutual Life Insurance Company Retirement 2025 (T. Rowe Price) | — | — | — | $2.0M | 8.2% |
| MASSMUTUAL SELECT TRP RETIREMENT 20 EMPOWER ANNUITY INSURANCE COMPANY · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $2.0M | 8.2% |
| Massachusetts Mutual Life Insurance Company Retirement 2035 (T. Rowe Price) | — | — | — | $1.6M | 6.3% |
| Dodge & Cox Income X | — | — | — | $1.5M | 6.0% |
| AMERICAN FUNDS EUROPACIFIC GROWTH R AMERICAN FUNDS · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $1.0M | 4.1% |
| Massachusetts Mutual Life Insurance Company Retirement 2030 (T. Rowe Price) | — | — | — | $984K | 4.0% |
| MASSMUTUAL SELECT TRP RETIREMENT 20 EMPOWER ANNUITY INSURANCE COMPANY · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $984K | 4.0% |
| Massachusetts Mutual Life Insurance Company Retirement 2060 (T. Rowe Price) | — | — | — | $898K | 3.6% |
| MASSMUTUAL SELECT TRP RETIREMENT 20 EMPOWER ANNUITY INSURANCE COMPANY · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $898K | 3.6% |
| Massachusetts Mutual Life Insurance Company Mid Cap Growth | — | — | — | $880K | 3.5% |
| Massachusetts Mutual Life Insurance Company Retirement 2040 (T. Rowe Price) | — | — | — | $639K | 2.6% |
| MASSMUTUAL SELECT TRP RETIREMENT 20 EMPOWER ANNUITY INSURANCE COMPANY · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $639K | 2.6% |
| Harbor Small Cap Value Institutional Fund | — | — | — | $560K | 2.3% |
| INVESCO DEVELOPING MARKETS R6 INVESCO · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $489K | 2.0% |
| Nationwide Geneva Small Cap Growth Fund | — | — | — | $443K | 1.8% |
| MFS VALUE R6 MFS · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $369K | 1.5% |
| Massachusetts Mutual Life Insurance Company Retirement 2045 (T. Rowe Price) | — | — | — | $291K | 1.2% |
| MASSMUTUAL SELECT TRP RETIREMENT 20 EMPOWER ANNUITY INSURANCE COMPANY · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $291K | 1.2% |
| Massachusetts Mutual Life Insurance Company Retirement 2020 (T. Rowe Price) | — | — | — | $186K | 0.7% |
| MASSMUTUAL SELECT TRP RETIREMENT 20 EMPOWER ANNUITY INSURANCE COMPANY · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $186K | 0.7% |
| Massachusetts Mutual Life Insurance Company Retirement 2055 (T. Rowe Price) | — | — | — | $182K | 0.7% |
| MASSMUTUAL SELECT TRP RETIREMENT 20 EMPOWER ANNUITY INSURANCE COMPANY · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $182K | 0.7% |
| Virtus Ceredex Mid-Cap Value Equity Fund | — | — | — | $149K | 0.6% |
| Massachusetts Mutual Life Insurance Company Retirement 2010 (T. Rowe Price) | — | — | — | $129K | 0.5% |
| MASSMUTUAL SELECT TRP RETIREMENT 20 EMPOWER ANNUITY INSURANCE COMPANY · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $129K | 0.5% |
| Notes receivable from participants Loans to participants with interest rates ranging from 3.25% to 8.50%, due through June, 2053 | Participant loans | — | — | $125K | 0.5% |
| Massachusetts Mutual Life Insurance Company Retirement 2050 (T. Rowe Price) | — | — | — | $101K | 0.4% |
| MASSMUTUAL SELECT TRP RETIREMENT 20 EMPOWER ANNUITY INSURANCE COMPANY · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $101K | 0.4% |
| Massachusetts Mutual Life Insurance Company Inflation-Protected and Income Fund | — | — | — | $55K | 0.2% |
| MASSMUTUAL INFL-PROT AND INC I MASSMUTUAL · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $55K | 0.2% |
| Massachusetts Mutual Life Insurance Company US Government Money Market | — | — | — | $38K | 0.2% |
| Massachusetts Mutual Life Insurance Company Retirement 2015 (T. Rowe Price) | — | — | — | $23K | <0.1% |
| MASSMUTUAL SELECT TRP RETIREMENT 20 EMPOWER ANNUITY INSURANCE COMPANY · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $23K | <0.1% |
| Massachusetts Mutual Life Insurance Company Retirement Balance (T. Rowe Price) | — | — | — | $20K | <0.1% |
| Massachusetts Mutual Life Insurance Company Retirement 2005 (T. Rowe Price) | — | — | — | $4K | <0.1% |
| MASSMUTUAL SELECT TRP RETIREMENT 20 EMPOWER ANNUITY INSURANCE COMPANY · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $4K | <0.1% |
