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 | $43K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MSPC CERTIFIED PUBLIC ACCOUNTANTS | 22-2951202 | — | NONE | $13K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Massmutual 20/80 Allocation | Other securities | 823,510 | $7.0M | $7.3M | 15.2% | |
| Sagic Diversified Bond II | Other securities | — | $6.6M | $7.1M | 14.8% | |
| INDEX SELECT MODERATE 2035 CIT WILMINGTON TRUST · EIN 81-4457845 / PN 307 | Common Collective Trust | 359,984 | $5.1M | $6.4M | 13.5% | |
| Clearbridge Large Cap Growth I | Other securities | 60,959 | $3.6M | $4.6M | 9.6% | |
| INDEX SELECT MODERATE 2045 CIT WILMINGTON TRUST · EIN 81-4470950 / PN 308 | Common Collective Trust | 172,491 | $2.6M | $3.5M | 7.2% | |
| INDEX SELECT MODERATE 2055 CIT WILMINGTON TRUST · EIN 81-4484368 / PN 309 | Common Collective Trust | 160,859 | $2.6M | $3.4M | 7.0% | |
| Indexselect Moderate Retire Fund Cl R6 | Other securities | 230,727 | $3.3M | $3.3M | 7.0% | |
| INDEX SELECT MODERATE RETIREMENT CI WILMINGTON TRUST · EIN 81-4430771 / PN 305 | Common Collective Trust | — | — | $3.3M | 7.0% | |
| American Funds Growth Fund Of Amer R4 | Other securities | 35,238 | $2.1M | $2.6M | 5.4% | |
| Mm S&P 500 Index Adm | Other securities | 143,328 | $2.2M | $2.0M | 4.2% | |
| Vanguard Selected Value Inv | Other securities | 43,375 | $1.2M | $1.2M | 2.5% | |
| Massmutual 80/20 Allocation | Other securities | 103,792 | $1000K | $1.0M | 2.1% | |
| Ishares Russell Mid-Cap Index A | Other securities | 64,812 | $824K | $957K | 2.0% | |
| JPMorgan U.S. Value R6 | Other securities | 9,145 | $690K | $764K | 1.6% | |
| American Funds Europacific Gr R4 | Other securities | 11,884 | $561K | $622K | 1.3% | |
| Bny Mellon Smallcap Stock Index Inv | Other securities | 21,374 | $579K | $517K | 1.1% | |
| Massmutual 40/60 Allocation | Other securities | 55,215 | $465K | $488K | 1.0% | |
| INDEX SELECT MODERATE 2065 CIT WILMINGTON TRUST · EIN 38-7275306 / PN 775 | Common Collective Trust | 28,694 | $374K | $422K | 0.9% | |
| TCW Core Fixed-Income I | Other securities | 35,388 | $337K | $336K | 0.7% | |
| Clearbridge Small Cap Growth I | Other securities | 8,648 | $328K | $334K | 0.7% | |
| Pimco Investment Grade Credit Bond Inst | U.S. Treasuries | 23,080 | $195K | $205K | 0.4% | |
| Notes Receivable from Participants' Interest Rates of 4.25% to 9.25% | Bonds / Notes | — | $77K | $78K | 0.2% | |
| Empower Forfeitures Holding Account | Other securities | — | $40K | $40K | <0.1% | |
| INDEX SELECT MODERATE 2025 CIT WILMINGTON TRUST · EIN 81-4447624 / PN 306 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH | 13-5694085 | LATHAM, NY | NONE | $13K | — |
