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 | $75K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING LLC | — | OVERLAND PARK, KS | INVESTMENT ADVISOR | $45K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Institutional Target Retirement 2030 N/R | Mutual Funds | — | — | $11.8M | 13.8% | |
| Vanguard Institutional Target Retirement 2025 N/R | Other securities | — | — | $9.7M | 11.4% | |
| Vanguard Institutional Target Retirement 2035 N/R | Other securities | — | — | $8.8M | 10.3% | |
| Vanguard Institutional Target Retirement 2040 N/R | Other securities | — | — | $8.4M | 9.9% | |
| Vanguard Institutional Target Retirement 2045 N/R | Other securities | — | — | $7.0M | 8.3% | |
| Vanguard 500 Index Admiral N/R | Other securities | — | — | $6.1M | 7.2% | |
| Vanguard Institutional Target Retirement 2050 N/R | Other securities | — | — | $5.9M | 6.9% | |
| Vanguard Institutional Target Retirement 2055 N/R | Other securities | — | — | $4.2M | 5.0% | |
| Vanguard Institutional Target Retirement 2020 N/R | Other securities | — | — | $3.9M | 4.6% | |
| Empower Annuity Insurance Guaranteed Income Fund N/R | Other securities | — | — | $3.1M | 3.6% | |
| Pioneer Fundamental Growth K N/R | Other securities | — | — | $2.1M | 2.5% | |
| Vanguard Institutional Target Retirement 2060 N/R | Other securities | — | — | $2.0M | 2.4% | |
| Vanguard Small Cap Index Admiral N/R | Other securities | — | — | $1.9M | 2.2% | |
| Vanguard Mid Cap Index N/R | Other securities | — | — | $1.6M | 1.9% | |
| Company of America * Participant Loans Interest rates: 4.25% - 10.50% $0 | Bonds / Notes | — | — | $1.2M | 1.4% | |
| Vanguard Institutional Target Retirement N/R | Other securities | — | — | $1.1M | 1.3% | |
| Vanguard Institutional Target Retirement 2065 N/R | Other securities | — | — | $904K | 1.1% | |
| Vanguard Developed Markets Index Admiral N/R | Other securities | — | — | $883K | 1.0% | |
| BlackRock Mid-Cap Growth Equity Portfolio N/R | Other securities | — | — | $739K | 0.9% | |
| Class K American Funds American Funds EuroPacific Growth Fund N/R | Other securities | — | — | $731K | 0.9% | |
| Allspring Special Mid Cap Value R6 | Other securities | — | — | $645K | 0.8% | |
| Vanguard Total Bond Index N/R | Other securities | — | — | $586K | 0.7% | |
| Massachusetts Financial MFS Value Fund Class R6 N/R | Other securities | — | — | $493K | 0.6% | |
| Services Janus Henderson Janus Henderson Triton N N/R | Other securities | — | — | $420K | 0.5% | |
| Prudential Financial PGIM Total Return BD R6 N/R | Other securities | — | — | $335K | 0.4% | |
| Fidelity Advisor Small Cap Value Z N/R | Other securities | — | — | $266K | 0.3% | |
| Oppenheimer Invesco Opp Dev Mkt CL Y N/R | Other securities | — | — | $202K | 0.2% | |
| Cohen & Steers Cohen & Steers Realty L N/R | Other securities | — | — | $119K | 0.1% | |
| BlackRock Strategic Income Opportunities Fund N/R | Other securities | — | — | $23K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
