Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $27K | — |
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $3K | — |
| EMPOWER FINANCIAL SERVICES, INC. | — | GREENWOOD VILLAGE, CO | OTHERS | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard 500 Index Admiral .. | Other securities | — | — | $9.6M | 23.8% | |
| American Funds 2040 Target Date Retirement R6 .. | Other securities | — | — | $5.6M | 14.0% | |
| American Funds 2035 Target Date Retirement R6 .. | Other securities | — | — | $3.4M | 8.5% | |
| American Funds 2030 Target Date Retirement R6 .. | Other securities | — | — | $2.5M | 6.2% | |
| Vanguard Mid-Cap Index Fund - Admiral .. | Other securities | — | — | $2.0M | 5.0% | |
| American Funds International Growth and Income Fund Class R6 .. | Other securities | — | — | $1.5M | 3.6% | |
| Vanguard Small Cap In dex ADM •• | Other securities | — | — | $1.4M | 3.5% | |
| JPMorgan Large Cap Growth R6 .. | Other securities | — | — | $1.4M | 3.5% | |
| American Funds 2045 Target Date Retirement R6 .. | Other securities | — | — | $1.3M | 3.4% | |
| Western Asset Core Plus Bond I .. | Other securities | — | — | $1.2M | 3.0% | |
| American Funds 2025 Target Date Retirement R6 .. | Other securities | — | — | $1.2M | 3.0% | |
| American Fu nds 2050 Target Date Retirement R6 .. | Other securities | — | — | $789K | 2.0% | |
| Putnam Dynamic Asset Allocation Growth R6 .. | Other securities | — | — | $781K | 1.9% | |
| Alliance Bernstein Relative Value Fund Advisor Class •• S | Other securities | — | — | $738K | 1.8% | |
| Vanguard International Vallue Portfolio .. | Other securities | — | — | $683K | 1.7% | |
| Loans to participants, interest, rates ranging from Notes receivable from participant s 4.25% to 6.50%, vario u s maturities | Bonds / Notes | — | — | $658K | 1.6% | |
| Putnam Dynamic Asset Allocation Growth R6 .. | Other securities | — | — | $469K | 1.2% | |
| JPMorgan Government Bond R6 .. | U.S. Treasuries | — | — | $418K | 1.0% | |
| MFS Internationa l Equity R6 .. | Other securities | — | — | $404K | 1.0% | |
| Fidelity Mid-Cap Stock .. | Other securities | — | — | $401K | 1.0% | |
| Nationwide Geneva Small Cap Growth R6 .. | Other securities | — | — | $389K | 1.0% | |
| Franklin Small Cap Value Advisor Class .. | Other securities | — | — | $311K | 0.8% | |
| PGIM High-Yield R6 .. | Other securities | — | — | $288K | 0.7% | |
| American Funds 2060 Target Date Reti rement R6 .. | Other securities | — | — | $287K | 0.7% | |
| American Funds 2015 Target Date Retirem ent R6 .. American Funds 2020 Target Date Retirement R6 .. | Other securities | — | — | $220K | 0.5% | |
| American Funds 2010 Target Date Retirement R6 .. | Other securities | — | — | $215K | 0.5% | |
| Empower Self Directed Brokerage Accounts | Other securities | — | — | $188K | 0.5% | |
| American Fun ds 2055 Target Date Retirement R6 .. | Other securities | — | — | $179K | 0.4% | |
| Putnam Dynam ic Asset Allocation Growth R6 .. | Other securities | — | — | $113K | 0.3% | |
| DW5 Reef Real Assets R6 .. | Other securities | — | — | $32K | <0.1% | |
| Empower Annuity Insurance Co of America Key Guaranteed PortfoliO Fund | Common Stock | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | — | SAN RAFAEL, CA | INVESTMENT ADVISOR | $53K | — |
