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 LIFE & ANNUITY INSURANCE | 84-0467907 | GREENWOOD VILLAGE, CO | RECORDKEEPER | $6K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PK5 FINANCIAL SERVICES | 84-0467907 | ALBANY, NY | BROKER/ADVISER | $0 | — |
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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| AMERICAN FUNDS GROWTH FUND OF AMER AMERICAN FUNDS · EIN 04-1590850 / PN 000 | Pooled Separate Account | $7.4M | 14.3% |
| MM S&P 500(R) INDEX SVC MASS MUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | $7.2M | 13.9% |
| MASS MUTUAL SMALL CAP GR EQ R5 MASS MUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | $5.5M | 10.7% |
| MASSMUTUAL RETIRESMART BY JPM 2030 MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | $4.6M | 9.0% |
| MASSMUTUAL BALANCED R5 MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | $3.0M | 5.9% |
| MASS MUTUAL RETIRESMART BY JPM 2020 MASS MUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | $2.3M | 4.5% |
| MASS MUTUAL DIVERSIFIED R5 MASS MUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | $2.3M | 4.4% |
| MASSMUTUAL CORE BOND R5 MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | $2.3M | 4.4% |
| PRM CR VAL EQ (WLLGTN-BRNDYWN-TRP) PRM CR VAL EQ (WLLGTN-GRNDYWN-TRP) · EIN 04-1590850 / PN 000 | Pooled Separate Account | $2.2M | 4.2% |
| MASSMUTUAL SMALL COMPANY VAL R5 MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | $1.9M | 3.8% |
| STABLE RETURN FUND (GALLIARD) GALLIARD CAPITAL MANAGEMENT INC. · EIN 04-1590850 / PN 211 | Pooled Separate Account | $1.7M | 3.3% |
| MASS MUTUAL INTERNATIONAL EQ R5 MASS MUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | $1.7M | 3.3% |
| MASSMUTUAL RETIRESMART BY JPM 2040 MASS MUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | $1.3M | 2.6% |
| MASSMUTUAL OVERSEAS R5 MASS MUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | $1.3M | 2.6% |
| MASSMUTUAL RETIRESMART BY JPM 2050 MASS MUTUAL · EIN 90-0342299 / PN 000 | Pooled Separate Account | $1.1M | 2.1% |
| MASSMUTUAL US GOVT MNY MKT R5 MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | $496K | 1.0% |
| MASSMUTUAL RETIRESMART BY JPM IN RE MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | $77K | 0.1% |
