Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $52K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $33K | — |
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 | |||||
|---|---|---|---|---|---|---|
| S & P 500 INDEX FUND STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 04-0025081 / PN 097 | Common Collective Trust | — | — | $15.3M | 34.3% | |
| State Street Global Advisors S&P 500 Index Class X | Other securities | — | — | $11.6M | 25.8% | |
| GLOBAL EQUITY EX USA INDEX NL STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 32-6528132 / PN 016 | Common Collective Trust | — | — | $7.6M | 16.9% | |
| LOOMIS SAYLES FIXED INCOME CLASS B LOOMIS, SAYLES & COMPANY · EIN 84-6391546 / PN 870 | Common Collective Trust | — | — | $4.3M | 9.7% | |
| State Street Global Advisors S&P 500 Index Fund Class I | Other securities | — | — | $3.8M | 8.4% | |
| US TOTAL STOCK MARKET INDEX FUND STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 04-0025081 / PN 462 | Common Collective Trust | — | — | $3.4M | 7.5% | |
| EAFE INDEX FUND STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 157 | Common Collective Trust | — | — | $2.3M | 5.1% | |
| U.S. INFLATION PRO BOND FUND STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 04-0025081 / PN 076 | Common Collective Trust | — | — | $2.2M | 4.9% | |
| REIT INDEX FUND STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 070 | Common Collective Trust | — | — | $1.7M | 3.8% | |
| RUSSELL SMALL/MID-CAP INDEX FUND STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 04-0025081 / PN 453 | Common Collective Trust | — | — | $1.7M | 3.7% | |
| GLOBAL EQUITY INDEX NL SF CLASS A STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 205 | Common Collective Trust | — | — | $1.5M | 3.5% | |
| GSAM STABLE VALUE FUND GOLDMAN SACHS & CO · EIN 13-3501777 / PN 000 | Common Collective Trust | — | — | $1.5M | 3.4% | |
| U.S. BOND INDX FUND STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 177 | Common Collective Trust | — | — | $1.2M | 2.6% | |
| US HIGH YIELD BOND INDX FUND STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 231 | Common Collective Trust | — | — | $1.1M | 2.6% | |
| EMERGING MARKETS INDEX FUND STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 04-0025081 / PN 496 | Common Collective Trust | — | — | $931K | 2.1% | |
| BLOOMBERG ROLL SELECT COMMODITY IND STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 389 | Common Collective Trust | — | — | $49K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
