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 | RECORDKEEPER | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE ANGELL PENSION GROUP, INC. | 04-2530412 | — | CONTRACT ADMIN | $900 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT 11 TALCOTT RESOLUTION LIFE INSURANCE COMPANY · EIN 06-0974148 / PN 000 | Pooled Separate Account | — | — | $2.8M | 48.8% | |
| Empower General Account Empower general account. Interest is earned at a fixed rate. There is no collateral, par, or maturity value. | Bonds / Notes | — | — | $1.4M | 24.3% | |
| Empower BNY Mellon S&P 500 Index | Other securities | — | — | $786K | 13.6% | |
| VARIABLE ANNUITY ACCOUNT C VOYA RETIREMENT INS. AND ANNUITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $500K | 8.6% | |
| Empower Lifetime 2030 Fund Inv | Other securities | — | — | $378K | 6.5% | |
| Voya Fixed Account Voya guaranteed-interest account. Interest is earned at a fixed rate. There is no collateral, par, or maturity value. | Bonds / Notes | — | — | $361K | 6.2% | |
| Empower Lifetime 2035 Fund Inv | Other securities | — | — | $358K | 6.2% | |
| Empower Lifetime 2050 Fund Inv | Other securities | — | — | $295K | 5.1% | |
| value. | Other securities | — | — | $209K | 3.6% | |
| SEPARATE ACCOUNT MUTUAL OF AMERICA LIFE INSURANCE COMPANY · EIN 13-1614399 / PN 000 | Pooled Separate Account | — | — | $164K | 2.8% | |
| Empower American Funds New Perspective R3 | Other securities | — | — | $133K | 2.3% | |
| Empower Franklin Growth A | Other securities | — | — | $129K | 2.2% | |
| Mutual of America Bond Fund 44 Mutual of America Balanced Fund | Other securities | — | — | $119K | 2.0% | |
| Empower MFS Total Return Bond R3 | Other securities | — | — | $113K | 2.0% | |
| Empower Pooled Separate Accounts (Continued) Empower Lifetime 2025 Fund Inv | Other securities | — | — | $107K | 1.8% | |
| Empower Lord Abbett Developing Growth A | Other securities | — | — | $87K | 1.5% | |
| Voya Growth and Income Port I | Other securities | — | — | $86K | 1.5% | |
| Empower Pooled Separate Accounts Empower American Century Mid Cap Value A | Other securities | — | — | $85K | 1.5% | |
| Voya Large Cap Growth Prt Ins | Other securities | — | — | $77K | 1.3% | |
| Empower Invesco Equity and Income A | Other securities | — | — | $67K | 1.2% | |
| Empower Lifetime 2045 Fund Inv | Other securities | — | — | $64K | 1.1% | |
| to 10.50% - | Bonds / Notes | — | — | $60K | 1.0% | |
| Voya TRwPr Divr MdCp Gr Pt I | Other securities | — | — | $59K | 1.0% | |
| Empower MFS Research International R3 | Other securities | — | — | $52K | 0.9% | |
| Voya Fidelity VIP Growth Port I | Other securities | — | — | $49K | 0.8% | |
| Empower Lifetime 2015 Fund Inv | Other securities | — | — | $37K | 0.6% | |
| Voya Solution 2025 Port Srv | Other securities | — | — | $37K | 0.6% | |
| Empower Franklin Growth Allocation A | Other securities | — | — | $31K | 0.5% | |
| Empower Calvert Equity A | Other securities | — | — | $30K | 0.5% | |
| Voya Pooled Separate Accounts Voya Calvert VP SRI Balanced Port | Other securities | — | — | $28K | 0.5% | |
| Voya Fidelity VIP Contrafund Pt I | Other securities | — | — | $28K | 0.5% | |
| Empower American Funds American Mutual R3 | Other securities | — | — | $26K | 0.4% | |
| Voya Invesco Eqty & Inc Pt I | Common Stock | — | — | $23K | 0.4% | |
| Mutual of America Fidelity VIP Contrafund Portfolio | Other securities | — | — | $20K | 0.4% | |
| Voya Lord Abbett Srs Fd MC St Pt | Other securities | — | — | $18K | 0.3% | |
| Voya Invesco VI Core Eqty Fund SI | Other securities | — | — | $18K | 0.3% | |
| Voya Fidelity VIP Eqty-Inc Prt I | Common Stock | — | — | $17K | 0.3% | |
| Voya Index Plus MidCap Prt I | Other securities | — | — | $17K | 0.3% | |
| Empower Lifetime 2040 Fund Inv | Other securities | — | — | $14K | 0.2% | |
| Voya Glob Insights Port Init | Other securities | — | — | $14K | 0.2% | |
| Empower Lifetime 2055 Fund Inv | Other securities | — | — | $13K | 0.2% | |
| Empower Lifetime 2060 Fund Inv | Other securities | — | — | $12K | 0.2% | |
| Voya Large Cap Growth Prt Ins | Other securities | — | — | $12K | 0.2% | |
| Empower Lifetime 2020 Fund Inv | Other securities | — | — | $11K | 0.2% | |
| Mutual of America Equity Index Fund | Other securities | — | — | $6K | 0.1% | |
| Mutual of America Mid-Cap Equity Index Fund | Other securities | — | — | $6K | 0.1% | |
| Mutual of America Pooled Separate Accounts Mutual of America American Century VP Capital Appreciation Fund | Other securities | — | — | $6K | <0.1% | |
| Voya Mid Cap Opport Port I | Other securities | — | — | $5K | <0.1% | |
| Mutual of America DWS Capital Growth VIP | Other securities | — | — | $5K | <0.1% | |
| Voya TRwPr Grw Eqty Pt I | 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.
