Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $40K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $65 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|
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 | |||||
|---|---|---|---|---|---|---|
| AMERICAN CENTURY RD HYBRID 2055 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 087 | Common Collective Trust | — | — | $4.2M | 25.7% | |
| AMERICAN CENTURY RD HYBRID 2050 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 086 | Common Collective Trust | — | — | $2.4M | 14.3% | |
| AMERICAN CENTURY RD HYBRID 2045 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 085 | Common Collective Trust | — | — | $2.1M | 12.7% | |
| FIDELITY 500 INDEX | Other securities | — | — | $1.8M | 10.7% | |
| AMERICAN CENTURY RD HYBRID 2060 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 088 | Common Collective Trust | — | — | $1.1M | 6.8% | |
| FIDELITY INTERNATIONAL INDEX | Other securities | — | — | $743K | 4.5% | |
| EI FIXED ACCOUNT - SERIES CLASS I | Other securities | — | — | $502K | 3.0% | |
| PGIM TOTAL RETURN BOND R6 | Other securities | — | — | $353K | 2.1% | |
| AMERICAN CENTURY RD HYBRID IN RET C BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 079 | Common Collective Trust | — | — | $347K | 2.1% | |
| AMERICAN FUNDS EUROPACIFIC GR R6 | Other securities | — | — | $346K | 2.1% | |
| FIDELITY SMALL CAP INDEX | Other securities | — | — | $335K | 2.0% | |
| BLACKROCK MID CAP EQUITY INDEX FUND GREAT GRAY · EIN 20-3802327 / PN 003 | Common Collective Trust | — | — | $275K | 1.7% | |
| PUTNAM LARGE CAP VALUE R6 | Other securities | — | — | $271K | 1.6% | |
| AMERICAN CENTURY EMERGING MARKETS R6 | Other securities | — | — | $257K | 1.6% | |
| JPMORGAN LARGE CAP GROWTH R6 | Other securities | — | — | $246K | 1.5% | |
| AMERICAN CENTURY RD HYBRID 2035 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 083 | Common Collective Trust | — | — | $203K | 1.2% | |
| PGIM GLOBAL TOTAL RETURN R6 | Other securities | — | — | $196K | 1.2% | |
| T. ROWE PRICE DIVERSIFIED MID CAP GR I | Other securities | — | — | $186K | 1.1% | |
| PIMCO INCOME INSTL | Other securities | — | — | $173K | 1.0% | |
| ALLSPRING SPECIAL SMALL CAP VALUE R6 | Other securities | — | — | $137K | 0.8% | |
| PIMCO REAL ESTATE RETURN STRATEGY IPRRSX1 | Other securities | — | — | $118K | 0.7% | |
| AMERICAN CENTURY MID CAP VALUE R6 | Other securities | — | — | $101K | 0.6% | |
| Loans to Participants | Participant loans | — | — | $33K | 0.2% | |
| AMERICAN CENTURY RD HYBRID 2040 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 084 | Common Collective Trust | — | — | $27K | 0.2% | |
| AMERICAN CENTURY RD HYBRID 2065 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 089 | Common Collective Trust | — | — | $25K | 0.2% | |
| PUTNAM INTERNATIONAL VALUE R6 | Other securities | — | — | $23K | 0.1% | |
| FEDERATED HERMES KAUFMANN SMALL CP R6 | Other securities | — | — | $17K | 0.1% | |
| AMERICAN CENTURY RD HYBRID 2025 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 081 | Common Collective Trust | — | — | $350 | <0.1% | |
| AMERICAN CENTURY RD HYBRID 2030 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 082 | Common Collective Trust | — | — | $264 | <0.1% | |
| AM1 CORE FIXED INCOME CLASS 1 ALTA TRUST · EIN 83-2064950 / PN 001 | Common Collective Trust | — | — | $101 | <0.1% | |
| RESOURCES DIVERSIFIED EQUITY ALTA TRUST · EIN 83-2060613 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| RESOURCES DIVERSIFIED RISK MITIGATI ALTA TRUST · EIN 83-2080943 / PN 001 | 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.
| RESOURCES INVESTMENT ADVISORS, LLC | — | OVERLAND PARK, KS | INVESTMENT MGMT | $11K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AXA ADVISORS LLC | — | NEW YORK, NY | INVESTMENT ADVISOR | $50K | — |
| ONEDIGITAL INVESTMENT ADVISORS LLC | — | DALLAS, TX | INVESTMENT ADVISOR | $22K | — |
