Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER LIFE & ANNUITY INSURANCE CO | — | GREENWOOD VILLAGE, CO | RECORD KEEPER | $26K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA INVESTMENT SERVICES LLC | — | AUSTIN, TX | BROKER/ADVISER | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fully Benefit-Responsive Investment Contracts * Empower Retirement, Inc. Sagic Diversified Bond N/R | Common Stock | — | — | $3.8M | 30.3% | |
| JPMorgan Chase & Co JPMorgan Large Cap Growth Fund N/R | Mutual Funds | — | — | $2.2M | 17.5% | |
| Vanguard 500 Index Fund N/R | Other securities | — | — | $1.1M | 8.9% | |
| Vanguard Growth & Income Fund N/R | Other securities | — | — | $638K | 5.1% | |
| Capital Group American Funds Balanced Fund N/R | Common Stock | — | — | $456K | 3.7% | |
| Capital Group American Funds 2040 Target Date N/R | Common Stock | — | — | $422K | 3.4% | |
| Retirement Fund Fidelity Investments Fidelity Advisor International Growth N/R | Other securities | — | — | $364K | 2.9% | |
| Fund Capital Group American Funds 2020 Target Date N/R | Common Stock | — | — | $347K | 2.8% | |
| Retirement Fund Capital Group American Funds 2035 Target Date N/R | Common Stock | — | — | $307K | 2.5% | |
| Retirement Fund Capital Group American Funds New Perspective Fund N/R | Common Stock | — | — | $301K | 2.4% | |
| Capital Group American Funds 2045 Target Date N/R | Common Stock | — | — | $290K | 2.3% | |
| Retirement Fund Capital Group American Funds 2050 Target Date N/R | Common Stock | — | — | $257K | 2.1% | |
| Retirement Fund Capital Group American Funds 2030 Target Date N/R | Common Stock | — | — | $227K | 1.8% | |
| Retirement Fund Capital Group American Funds 2055 Target Date N/R | Common Stock | — | — | $221K | 1.8% | |
| Retirement Fund Capital Group American Funds 2060 Target Date N/R | Common Stock | — | — | $202K | 1.6% | |
| Retirement Fund JPMorgan Chase & Co JP Morgan Equity Income Fund N/R | Common Stock | — | — | $198K | 1.6% | |
| MFS Mid Cap Growth Fund N/R | Other securities | — | — | $166K | 1.3% | |
| Capital Group American Funds US Government N/R | Common Stock | — | — | $165K | 1.3% | |
| Securities Fund Vanguard Small Cap Index Fund N/R | Other securities | — | — | $145K | 1.2% | |
| Fidelity Investments Fidelity Mid Cap Index Fund N/R | Other securities | — | — | $124K | 1.0% | |
| Capital Group American Funds 2015 Target Date N/R | Common Stock | — | — | $115K | 0.9% | |
| Retirement Fund Capital Group American Funds 2025 Target Date N/R | Common Stock | — | — | $82K | 0.7% | |
| Retirement Fund JPMorgan Chase & Co JP Morgan Small Cap Growth Fund N/R | Common Stock | — | — | $62K | 0.5% | |
| Calvert US Large Cap Core Responsible N/R | Other securities | — | — | $61K | 0.5% | |
| Index Fund Allspring Global Investments Allspring Special Mid Cap Value Fund N/R | Other securities | — | — | $57K | 0.5% | |
| Vanguard Total Bond Market Index Fund N/R | Other securities | — | — | $50K | 0.4% | |
| PGIM Total Return Bond Fund N/R | Other securities | — | — | $33K | 0.3% | |
| BlackRock Advantage Small Cap Core N/R | Other securities | — | — | $32K | 0.3% | |
| Fund Allspring Global Investments Allspring Special Small Cap Value Fund N/R | Other securities | — | — | $30K | 0.2% | |
| Fidelity Investments Fidelity International Fund N/R | Other securities | — | — | $26K | 0.2% | |
| Capital Group American Funds 2065 Target Date N/R | Common Stock | — | — | $9K | <0.1% | |
| Retirement Fund Columbia Threadneedle Columbia Overseas Value Fund N/R | Other securities | — | — | $5K | <0.1% | |
| Investments US MFS International Growth Fund N/R | Other securities | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
