Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER LIFE & ANNUITY INSURANCE | — | GREENWOOD VILLAGE, CO | NONE | $97K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA INVESTMENT SERVICES LLC | — | AUSTIN, TX | NONE | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| S SHARES / UNITS Vanguard 500 Index Admiral | Mutual Funds | — | $5K | $2.7M | 13.0% | |
| GROUP ANNUITY CONTRACT * Capital Preservation Account | Common Stock | — | — | $2.2M | 10.6% | |
| Franklin Dynatech R6 | Other securities | — | $12K | $2.2M | 10.6% | |
| MFS Core Equity R6 | Other securities | — | $35K | $1.9M | 9.3% | |
| Victory RS International Y | Other securities | — | $96K | $1.4M | 6.8% | |
| JPMorgan Total Return R6 | Other securities | — | $153K | $1.3M | 6.5% | |
| Putnam International Value R6 | Other securities | — | $81K | $1.1M | 5.3% | |
| Fidelity Mid Cap Index | Other securities | — | $29K | $988K | 4.8% | |
| Calvert US Large Cap Core Rspnb Idx A | Other securities | — | $18K | $898K | 4.4% | |
| JPMorgan Emerging Markets Equity R6 | Other securities | — | $29K | $867K | 4.2% | |
| Allspring Special Mid Cap Value A | Other securities | — | $18K | $846K | 4.1% | |
| Vanguard Small Cap Index Adm | Other securities | — | $7K | $817K | 4.0% | |
| Blackrock Mid-Cap Growth Equity K | Other securities | — | $18K | $763K | 3.7% | |
| MFS Value R6 | Other securities | — | $13K | $620K | 3.0% | |
| JPMorgan Small Cap Growth R6 | Other securities | — | $27K | $592K | 2.9% | |
| Allspring Special Small Cap Value R6 | Other securities | — | $14K | $566K | 2.8% | |
| American Funds American Balanced R6 | Other securities | — | $12K | $411K | 2.0% | |
| T. Rowe. Price Balanced I | Other securities | — | $5K | $123K | 0.6% | |
| MassMutual Inflation-Protected & Inc R5 | Common Stock | — | $13K | $119K | 0.6% | |
| DFA Real Estate Securities I | Other securities | — | $1K | $59K | 0.3% | |
| MassMutual Premier Money Market Fund Class R5 | Cash / Money Market | — | $25K | $25K | 0.1% | |
| Vanguard Real Estate Index Admiral 167 | Other securities | — | — | $21K | 0.1% | |
| Calvert Emerging Markets Equity I 880 | Other securities | — | — | $15K | <0.1% | |
| Calvert Bond A 778 | U.S. Treasuries | — | — | $11K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
