Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $17K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC WEALTH PARTNERS GROUP LLC | — | NEW YORK, NY | INVESTMENT ADVISOR | $47K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity Concord Street Trust Fidelity 500 Index | Other securities | — | — | $3.6M | 20.5% | |
| Vanguard Investments, Inc. Vanguard Federal Money Market | Cash / Money Market | — | — | $2.3M | 12.9% | |
| Fidelity Concord Street Trust Fidelity Large Cap Growth Index | Other securities | — | — | $1.8M | 10.3% | |
| Fidelity Concord Street Trust Fidelity International Index | Other securities | — | — | $1.7M | 9.7% | |
| Dimension Fund Advisors DFA US Small Cap | Other securities | — | — | $1.3M | 7.5% | |
| Baird Funds, Inc. Baird Aggregate Bond Fund | Common Stock | — | — | $1.3M | 7.2% | |
| Baird Funds, Inc. Baird Ultra Short Bond Institutional | U.S. Treasuries | — | — | $973K | 5.5% | |
| Northern Funds Northern Mid Cap Index | Other securities | — | — | $887K | 5.1% | |
| Dimension Fund Advisors DFA US Large Cap value I | Other securities | — | — | $853K | 4.9% | |
| Vanguard Investments, Inc. Vanguard Target Retirement 2030 Fund | Common Stock | — | — | $630K | 3.6% | |
| Dimension Fund Advisors DFA Emerging Markets I | Other securities | — | — | $614K | 3.5% | |
| Dimension Fund Advisors DFA Global Real Estate Securities | Other securities | — | — | $592K | 3.4% | |
| Dimension Fund Advisors DFA International Small Company I | Other securities | — | — | $470K | 2.7% | |
| Vanguard Investments, Inc. Vanguard Target Retirement 2035 Fund | Common Stock | — | — | $196K | 1.1% | |
| Vanguard Investments, Inc. Vanguard Target Retirement Income Fund | Common Stock | — | — | $108K | 0.6% | |
| Vanguard Investments, Inc. Vanguard Target Retirement 2045 Fund | Common Stock | — | — | $103K | 0.6% | |
| Vanguard Investments, Inc. Vanguard Target Retirement 2050 Fund | Common Stock | — | — | $89K | 0.5% | |
| Vanguard Investments, Inc. Vanguard Target Retirement 2040 Fund | Common Stock | — | — | $31K | 0.2% | |
| Vanguard Investments, Inc. Vanguard Target Retirement 2025 Fund | Common Stock | — | — | $29K | 0.2% | |
| Vanguard Investments, Inc. Vanguard Target Retirement 2020 Fund | Common Stock | — | — | $20K | 0.1% | |
| Vanguard Investments, Inc. Vanguard Target Retirement 2060 Fund | Common Stock | — | — | $8K | <0.1% | |
| Vanguard Investments, Inc. Vanguard Target Retirement 2055 Fund | Common Stock | — | — | $6K | <0.1% | |
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $113 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
