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 | $24K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | — | PENNINGTON, NJ | INVESTMENT ADVISOR | $11K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| BlackRock, Inc Ishares U.S. Aggregate Bond Index K | Common Stocks | — | — | $546K | 12.2% | |
| MFS Investment Management Aggressive Growth Allocation R4 ** 930 MFS Investment Management Conservative Allocation R4 | Mutual Funds | — | — | $516K | 11.5% | |
| American Funds Intl Gr And Inc R6 | Mutual Funds | — | — | $498K | 11.1% | |
| Allspring Global Investments Mid Cap Value R6 | Other securities | — | — | $484K | 10.8% | |
| J.P. Morgan Equity Income R6 | Other securities | — | — | $444K | 9.9% | |
| from participants to 9.50% with maturities through 2034 | Bonds / Notes | — | — | $283K | 6.3% | |
| Guaranteed Interest Account * Empower Annuity Insurance Company of America Key Guaranteed Portfolio Fund | Common Stocks | — | — | $273K | 6.1% | |
| Alliance Bernstein Discovery Growth Z | Mutual Funds | — | — | $185K | 4.1% | |
| J.P. Morgan Core Bond R6 | Other securities | — | — | $177K | 4.0% | |
| J.P. Morgan Government Bond R6 | U.S. Treasuries | — | — | $117K | 2.6% | |
| American Funds Fundamental Investors R6 | Mutual Funds | — | — | $111K | 2.5% | |
| VanEck Cm Commodity Index I | Other securities | — | — | $111K | 2.5% | |
| BlackRock, Inc Lifepath Index 2030 K | Common Stocks | — | — | $110K | 2.4% | |
| BlackRock, Inc Lifepath Index Retirement K | Common Stocks | — | — | $85K | 1.9% | |
| Fidelity Real Estate Index Institutional | Mutual Funds | — | — | $84K | 1.9% | |
| BlackRock, Inc Lifepath Index 2035 K | Common Stocks | — | — | $69K | 1.5% | |
| J.P. Morgan Global Allocation R6 | Other securities | — | — | $53K | 1.2% | |
| BlackRock, Inc Ishares S&P 500 Index K | Common Collective Trusts | — | — | $47K | 1.0% | |
| Loomis Sayles Bond N | Other securities | — | — | $43K | 1.0% | |
| American Century Investments Small Cap Value R6 | Other securities | — | — | $41K | 0.9% | |
| MFS Investment Management Emerging Markets Equity R6 | Mutual Funds | — | — | $32K | 0.7% | |
| BlackRock, Inc Lifepath Index 2045 K | Common Stocks | — | — | $31K | 0.7% | |
| BlackRock, Inc Ishares Russell 2000 Small-Cap Index K ** 280 BlackRock, Inc Ishares Russell Mid-Cap Index K | Common Collective Trusts | — | — | $31K | 0.7% | |
| American Funds Europacific Gr R6 | Mutual Funds | — | — | $28K | 0.6% | |
| T. Rowe Price Blue Chip Growth I | Other securities | — | — | $23K | 0.5% | |
| Loomis Sayles Growth N | Other securities | — | — | $16K | 0.4% | |
| BlackRock, Inc Lifepath Index 2040 K | Common Stocks | — | — | $15K | 0.3% | |
| BlackRock, Inc Lifepath Index 2050 K | Common Stocks | — | — | $9K | 0.2% | |
| BlackRock, Inc Lifepath Index 2055 K | Common Stocks | — | — | $7K | 0.1% | |
| BlackRock, Inc Lifepath Index 2060 K | Common Stocks | — | — | $4K | <0.1% | |
| American Funds American Mutual R6 | Mutual Funds | — | — | $4K | <0.1% | |
| John Hancock Balanced R6 | Other securities | — | — | $3K | <0.1% | |
| Clearbridge Investments, LLC Small Cap Growth Is | Other securities | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
