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 | RECORDKEEPER | $48K | — |
| 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. General Account N/R | Common Stock | — | — | $6.4M | 28.8% | |
| JPMorgan Chase & Co. JPMorgan Large Cap Growth Fund N/R | Mutual Funds | — | — | $3.2M | 14.5% | |
| Vanguard 500 Index Fund N/R | Other securities | — | — | $1.6M | 7.3% | |
| Capital Group American Funds 2060 Target Direct N/R | Common Stock | — | — | $1.2M | 5.2% | |
| Retirement Fund Capital Group American Funds 2055 Target Direct N/R | Common Stock | — | — | $935K | 4.2% | |
| Retirement Fund Vanguard Growth & Income Fund N/R | Other securities | — | — | $931K | 4.2% | |
| Capital Group American Funds American Balanced Fund N/R | Common Stock | — | — | $749K | 3.4% | |
| Capital Group American Funds New Perspective Fund N/R | Common Stock | — | — | $710K | 3.2% | |
| Capital Group American Funds 2045 Target Direct N/R | Common Stock | — | — | $695K | 3.1% | |
| Retirement Fund Capital Group American Funds 2040 Target Direct N/R | Common Stock | — | — | $654K | 3.0% | |
| Retirement Fund Capital Group American Funds 2030 Target Direct N/R | Common Stock | — | — | $559K | 2.5% | |
| Retirement Fund JPMorgan Chase & Co. JPMorgan Equity Income Fund N/R | Common Stock | — | — | $535K | 2.4% | |
| Capital Group American Funds 2035 Target Direct N/R | Common Stock | — | — | $488K | 2.2% | |
| Retirement Fund Capital Group American Funds 2050 Target Direct N/R | Common Stock | — | — | $486K | 2.2% | |
| Retirement Fund Fidelity Investments Fidelity Advisor International Growth Fund N/R | Other securities | — | — | $454K | 2.0% | |
| MFS Mid Cap Growth Fund N/R | Other securities | — | — | $407K | 1.8% | |
| Fidelity Investments Fidelity Mid Cap Index Fund N/R | Other securities | — | — | $339K | 1.5% | |
| Capital Group American Funds 2015 Target Direct N/R | Common Stock | — | — | $320K | 1.4% | |
| Retirement Fund Capital Group American Funds US Government Sec Fund N/R | Common Stock | — | — | $266K | 1.2% | |
| Vanguard Small Cap Index Fund N/R | Other securities | — | — | $232K | 1.0% | |
| contracts Participant Loans * Participant Loans Interest rates: 4.25% - 9.50% $0 | Bonds / Notes | — | — | $226K | 1.0% | |
| Capital Group American Funds 2025 Target Direct N/R | Common Stock | — | — | $176K | 0.8% | |
| Retirement Fund Capital Group American Funds 2065 Target Direct N/R | Common Stock | — | — | $120K | 0.5% | |
| Retirement Fund Capital Group American Funds 2020 Target Direct N/R | Common Stock | — | — | $95K | 0.4% | |
| Retirement Fund Allspring Global Investments Allspring Special Mid Cap Value Fund N/R | Other securities | — | — | $89K | 0.4% | |
| Vanguard Total Bond Market Index Fund N/R | Other securities | — | — | $67K | 0.3% | |
| JPMorgan Chase & Co. JPMorgan Small Cap Growth Fund N/R | Common Stock | — | — | $62K | 0.3% | |
| Calvert US Large-Cap Core Responsible N/R | Other securities | — | — | $60K | 0.3% | |
| Index Fund Allspring Global Investments Allspring Special Small Cap Value Fund N/R | Other securities | — | — | $48K | 0.2% | |
| BlackRock Advantage Small Cap Core Fund N/R | Other securities | — | — | $23K | 0.1% | |
| PGIM Total Return Bond Fund N/R | Other securities | — | — | $22K | <0.1% | |
| Fidelity Investments Fidelity International Index Fund N/R | Other securities | — | — | $20K | <0.1% | |
| MFS International Growth Fund N/R | Other securities | — | — | $7K | <0.1% | |
| Columbia Threadneedle Columbia Overseas Value Fund N/R | Other securities | — | — | $5K | <0.1% | |
| Investments US Vanguard Emerging Markets Stock Index N/R | Other securities | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
