This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER LIFE & ANNUITY INSURANCE CO | — | GREENWOOD VILLAGE, CO | NONE | $18K | — |
| JOSEPH W. MCCARTHY | 16-1120588 | BALDWINSVILLE, NY | NONE | $13K | — |
| D'ARCANGELO & CO. LLP | 13-2550103 | UTICA, NY | NONE | $11K | — |
| KRAKOW, SOURIS & LANDRY, LLC | 04-3363718 | BOSTON, MA | NONE | $8K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| T ROWE PRICE RETIREMENT 2050 SA EMPOWER ANNUITY INSURANCE COMPANY · EIN 90-0342299 / PN 000 | Pooled Separate Account | $11.0M | 18.8% |
| T ROWE PRICE RETIREMENT 2040 SA EMPOWER ANNUITY INSURANCE COMPANY · EIN 90-0342299 / PN 000 | Pooled Separate Account | $9.4M | 16.2% |
| T ROWE PRICE RETIREMENT 2030 SA EMPOWER ANNUITY INSURANCE COMPANY · EIN 90-0342299 / PN 000 | Pooled Separate Account | $7.3M | 12.4% |
| T ROWE PRICE RETIREMENT 2060 SA EMPOWER ANNUITY INSURANCE COMPANY · EIN 90-0779283 / PN 000 | Pooled Separate Account | $3.5M | 6.0% |
| MFS BLENDED RESEARCH CORE EQUITY I MFS · EIN 04-1590850 / PN 000 | Pooled Separate Account | $2.5M | 4.3% |
| MM S&P 500(R) INDEX R5 MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | $2.0M | 3.4% |
| MASSMUTUAL 60/40 ALLOCATION ADMIN MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | $1.9M | 3.3% |
| AMERICAN FUNDS GROWTH FUND OF AMER AMERICAN FUNDS · EIN 04-1590850 / PN 000 | Pooled Separate Account | $1.9M | 3.2% |
| T ROWE PRICE RETIREMENT 2020 SA M EMPOWER ANNUITY INSURANCE COMPANY · EIN 90-0342299 / PN 000 | Pooled Separate Account | $1.3M | 2.3% |
| MASSMUTUAL 80/20 ALLOCATION ADMIN MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | $1.3M | 2.1% |
| FIDELITY ADVISOR TOTAL BOND Z FIDELITY INVESTMENTS · EIN 54-2067512 / PN 000 | Pooled Separate Account | $843K | 1.4% |
| MASSMUTUAL 40/60 ALLOCATION ADMIN MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | $802K | 1.4% |
| AMERICAN FUNDS EUPAC R4 AMERICAN FUNDS · EIN 04-1590850 / PN 000 | Pooled Separate Account | $737K | 1.3% |
| BLACKROCK MIDCAP GROWTH EQUITY K BLACKROCK · EIN 90-0779283 / PN 000 | Pooled Separate Account | $556K | 1.0% |
| MASSMUTUAL DIVERSIFIED VALUE SVC MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | $547K | 0.9% |
| MASSMUTUAL SMALL CAP GR EQ SVC MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | $542K | 0.9% |
| JANUS HENDERSON MID CAP VALUE T JANUS HENDERSON · EIN 90-0342299 / PN 000 | Pooled Separate Account | $530K | 0.9% |
| MASSMUTUAL 20/80 ALLOCATION ADMIN MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | $503K | 0.9% |
| EATION VANCE LARGE-CAP VALUE I EATON VANCE · EIN 90-0342299 / PN 000 | Pooled Separate Account | $452K | 0.8% |
| MASSMUTUAL GLOBAL R5 MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | $445K | 0.8% |
| T ROWE PRICE RETIREMENT BALANCED SA EMPOWER ANNUITY INSURANCE COMPANY · EIN 90-0342299 / PN 000 | Pooled Separate Account | $423K | 0.7% |
| VIRTUS NFJ SMALL-CAP VALUE A VIRTUS · EIN 04-1590850 / PN 000 | Pooled Separate Account | $334K | 0.6% |
