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 | $29K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| QDRO CONSULTANTS COMPANY, LLC | — | MEDINA, OH | CONSULTING | $600 | — |
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 | |||||
|---|---|---|---|---|---|---|
| NUVEEN TIAA LIFECYCLE INDEX 2025 R SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $17.5M | 13.3% | |
| NUVEEN TIAA LIFECYCLE INDEX 2030 R SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $12.2M | 9.3% | |
| Fidelity Large Cap Growth Index Mutual Fund N/A 310,687 | Other securities | — | — | $12.2M | 9.3% | |
| NUVEEN TIAA LIFECYCLE INDEX 2020 R SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $11.6M | 8.9% | |
| NUVEEN TIAA LIFECYCLE INDEX 2035 R SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $11.5M | 8.8% | |
| NUVEEN TIAA LIFECYCLE INDEX 2040 R SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $9.4M | 7.2% | |
| Fidelity 500 Index Mutual Fund N/A 43,298 | Other securities | — | — | $8.8M | 6.7% | |
| NUVEEN TIAA LIFECYCLE INDEX 2045 R SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $7.9M | 6.1% | |
| NUVEEN TIAA LIFECYCLE INDEX 2015 R SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $6.0M | 4.6% | |
| NUVEEN TIAA LIFECYCLE INDEX 2055 R SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $4.2M | 3.2% | |
| NUVEEN TIAA LIFECYCLE INDEX 2050 R SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $3.9M | 3.0% | |
| Fidelity Mid Cap Index Mutual Fund N/A 108,424 | Other securities | — | — | $3.7M | 2.8% | |
| DFA US Small Cap - I Mutual Fund N/A 70,016 | Other securities | — | — | $3.4M | 2.6% | |
| PUTNAM STABLE VALUE FUND PUTNAM FIDUCIARY TRUST COMPANY, LLC · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $3.3M | 2.5% | |
| DFA US Large Cap Value - Inst Mutual Fund N/A 58,149 | Other securities | — | — | $2.9M | 2.2% | |
| Empower self-directed accounts Various N/A 2,273,554 | Other securities | — | — | $2.3M | 1.7% | |
| DFA International Core Equity Inst Mutual Fund N/A 144,288 | Other securities | — | — | $2.2M | 1.7% | |
| JP Morgan Core Plus Bond Mutual Fund N/A 272,399 | Other securities | — | — | $1.9M | 1.5% | |
| Loans to participants Note Account Various 5.25% to 10.50% N/A | Bonds / Notes | — | — | $1.8M | 1.4% | |
| Fidelity Total International Index Mutual Fund N/A 92,401 | Other securities | — | — | $1.2M | 0.9% | |
| Interest in registered investment companies DFA Emerging Markets Core Equity Mutual Fund N/A 37,904 | Other securities | — | — | $882K | 0.7% | |
| NUVEEN TIAA LIFECYCLE INDEX 2060 R SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $841K | 0.6% | |
| Fidelity Real Estate Index Institutional Mutual Fund N/A 37,528 | Other securities | — | — | $605K | 0.5% | |
| NUVEEN TIAA LIFECYCLE INDEX 2065 R SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $520K | 0.4% | |
| PIMCO Real Return Mutual Fund N/A 17,325 | Other securities | — | — | $173K | 0.1% | |
| NUVEEN TIAA LIFECYCLE INDEX RET INC SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $365 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
