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 | $65K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS LLC DBA CAPTR | — | RALEIGH, NC | INVESTMENT ADVISOR | $84K | — |
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 | |||||
|---|---|---|---|---|---|---|
| , *** MassMutual Life Insurance Co. General Account (GIA) | Common Stock | — | — | $12.9M | 36.1% | |
| VANGUARD 500 INDEX ADMIRAL VANGUARD · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $5.0M | 13.9% | |
| JP Morgan JP Morgan Large Cap Growth Fund | Other securities | — | — | $4.3M | 12.0% | |
| Vanguard Target Retirement 2025 Fund | Other securities | — | — | $1.7M | 4.7% | |
| BlackRock Mid-Cap Growth Equity Fund | Other securities | — | — | $1.6M | 4.5% | |
| American Funds Amer Funds Wash Mutual Invs Fund | Other securities | — | — | $1.5M | 4.1% | |
| Vanguard Target Retirement 2040 Fund | Other securities | — | — | $1.1M | 3.0% | |
| Fidelity Small Cap Growth | Other securities | — | — | $997K | 2.8% | |
| Vanguard Target Retirement 2045 Fund | Other securities | — | — | $845K | 2.4% | |
| Vanguard Target Retirement 2030 Fund | Other securities | — | — | $766K | 2.1% | |
| FIAM CORE PLUS COMMINGLED POOL CLAS FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 052 | Common Collective Trust | — | — | $759K | 2.1% | |
| Vanguard Target Retirement 2035 Fund | Other securities | — | — | $653K | 1.8% | |
| Notes Receivable from Participants Rates: 4.25% - 9.50% -0- | Bonds / Notes | — | — | $635K | 1.8% | |
| GREAT GRAY TRUST EUROPACIFIC GROWTH GREAT GRAY · EIN 38-7289843 / PN 001 | Common Collective Trust | — | — | $629K | 1.8% | |
| Vanguard Target Retirement Income Fund | Other securities | — | — | $393K | 1.1% | |
| Vanguard Target Retirement 2055 Fund | Other securities | — | — | $336K | 0.9% | |
| American Century American Century Small Cap Value Fund | Other securities | — | — | $324K | 0.9% | |
| Vanguard Extended Market Index Fund | Other securities | — | — | $276K | 0.8% | |
| Vanguard Target Retirement 2060 Fund | Other securities | — | — | $273K | 0.8% | |
| Vanguard Total Intl Stock Index Fund | Other securities | — | — | $223K | 0.6% | |
| Vanguard Target Retirement 2020 Fund | Other securities | — | — | $207K | 0.6% | |
| Vanguard Target Retirement 2050 Fund | Other securities | — | — | $203K | 0.6% | |
| MFS MID CAP VALUE FUND CT GREAT GRAY · EIN 38-4139822 / PN 616 | Common Collective Trust | — | — | $139K | 0.4% | |
| VANGUARD TOTAL BOND MARKET INDEX AD VANGUARD · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $129K | 0.4% | |
| Vanguard Target Retirement 2065 Fund | Other securities | — | — | $8K | <0.1% | |
| Vanguard Target Retirement 2070 Fund | Other securities | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
