Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | 84-0467907 | — | NONE | $166K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL (CAPTRUST) | — | RALEIGH, NC | NONE | $53K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| S Vanguard Growth Index Institutional | Mutual Funds | — | — | $14.5M | 14.1% | |
| S New York Life NYL Guaranteed Interest Account 10 | Insurance Contracts | — | — | $11.4M | 11.0% | |
| Vanguard Institutional Index I | Other securities | — | — | $8.7M | 8.5% | |
| Vanguard Target Retirement 2035 Inv | Other securities | — | — | $7.8M | 7.5% | |
| Vanguard Target Retirement 2025 Inv | Other securities | — | — | $6.6M | 6.4% | |
| Vanguard Target Retirement 2030 Inv | Other securities | — | — | $6.1M | 5.9% | |
| Vanguard Target Retirement 2020 Inv | Other securities | — | — | $4.5M | 4.4% | |
| Vanguard Target Retirement 2040 Inv | Other securities | — | — | $4.4M | 4.3% | |
| Vanguard Target Retirement 2045 Inv | Other securities | — | — | $3.8M | 3.7% | |
| Vanguard Target Retirement 2055 Inv | Other securities | — | — | $3.4M | 3.3% | |
| T. Rowe Price T. Rowe Price Inst Mid-Cap Equity Growth | Other securities | — | — | $2.9M | 2.8% | |
| Vanguard Total International Stock Index I | Other securities | — | — | $2.8M | 2.7% | |
| Vanguard Target Retirement 2050 Inv | Other securities | — | — | $2.8M | 2.7% | |
| Vanguard Extended Market Index I | Other securities | — | — | $2.5M | 2.5% | |
| Vanguard Equity-Income Adm | Other securities | — | — | $2.5M | 2.4% | |
| Lincoln Financial Fixed Account | Other securities | — | — | $2.3M | 2.2% | |
| PIMCO Total Return Inst | Other securities | — | — | $2.2M | 2.1% | |
| Victory Sycamore Established Value R6 | Other securities | — | — | $1.8M | 1.8% | |
| Vanguard Target Retirement Income Inv | Other securities | — | — | $1.8M | 1.7% | |
| Vanguard Total Bond Market Index Inst | Other securities | — | — | $1.7M | 1.6% | |
| American Funds Europacific Growth R6 | Other securities | — | — | $1.6M | 1.6% | |
| Vanguard Target Retirement 2060 Inv | Other securities | — | — | $1.1M | 1.1% | |
| Vanguard Real Estate Index Institutional | Other securities | — | — | $795K | 0.8% | |
| Vanguard Inflation-Protected Secs I | Other securities | — | — | $433K | 0.4% | |
| Fidelity Growth Portfolio | Other securities | — | — | $431K | 0.4% | |
| Vanguard Target Retirement 2065 Inv | Other securities | — | — | $425K | 0.4% | |
| Vanguard Federal Money Market Inv | Cash / Money Market | — | — | $305K | 0.3% | |
| American Beacon Small Cap Value R6 | Other securities | — | — | $303K | 0.3% | |
| American Funds Growth Fund | Other securities | — | — | $278K | 0.3% | |
| T. Rowe Price T. Rowe Price High Yield I | Other securities | — | — | $236K | 0.2% | |
| LVIP Ssga S&P 500 Index | Other securities | — | — | $184K | 0.2% | |
| T. Rowe Price T. Rowe Price Integrated US Small Growth Equity I | Other securities | — | — | $166K | 0.2% | |
| Vanguard Emerging Markets Stock Index Adm | Other securities | — | — | $160K | 0.2% | |
| LVIP Ssga Small-Cap Index | Other securities | — | — | $130K | 0.1% | |
| Fidelity Asset Manager | Other securities | — | — | $81K | <0.1% | |
| American Funds Growth - Income | Other securities | — | — | $81K | <0.1% | |
| LVIP Baron Growth Opportunities | Other securities | — | — | $72K | <0.1% | |
| MACQUARIE VIP Small Cap Value Series | Other securities | — | — | $51K | <0.1% | |
| Transamerica Large Value Opp R | Other securities | — | — | $49K | <0.1% | |
| Transamerica Balanced II R | Other securities | — | — | $41K | <0.1% | |
| LVIP T. Rowe Price Structured | Other securities | — | — | $40K | <0.1% | |
| NB AMT Sustainable Equity Portfolio | Other securities | — | — | $36K | <0.1% | |
| American Funds International | Other securities | — | — | $33K | <0.1% | |
| LVIP American Century Balanced Fund | Other securities | — | — | $32K | <0.1% | |
| Transamerica Asset Allocation Intermediate Horizon R | Other securities | — | — | $32K | <0.1% | |
| Transamerica Large Core ESG R | Other securities | — | — | $28K | <0.1% | |
| LVIP Macquarie Social Awareness Fund | Other securities | — | — | $27K | <0.1% | |
| Transamerica Financial Life Ins. Co. Insurance Company/General Account | Common Stock | — | — | $23K | <0.1% | |
| Vanguard Target Retirement 2070 Inv | Other securities | — | — | $18K | <0.1% | |
| LVIP Blended Large Cap Growth Managed Volatility | Other securities | — | — | $17K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
