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 | $5K | — |
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $3K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index N/R | Other securities | — | — | $5.4M | 17.3% | |
| Fidelity American Funds Growth Fund of America R6 N/R | Other securities | — | — | $2.3M | 7.3% | |
| Money Market Fund American Funds American Funds US Government Money Market R6 N/R | Cash / Money Market | — | — | $2.1M | 6.9% | |
| American Funds American Funds 2035 Target Date Retire R6 N/R | Other securities | — | — | $2.0M | 6.5% | |
| American Funds American Funds 2030 Target Date Retire R6 N/R | Other securities | — | — | $2.0M | 6.3% | |
| American Funds American Funds 2040 Target Date Retire R6 N/R | Other securities | — | — | $1.7M | 5.5% | |
| JP Morgan JP Morgan Equity Income R6 N/R | Other securities | — | — | $1.5M | 5.0% | |
| American Funds American Funds 2025 Target Date Retire R6 N/R | Other securities | — | — | $1.5M | 4.7% | |
| American Funds American Funds 2050 Target Date Retire R6 N/R | Other securities | — | — | $1.4M | 4.4% | |
| Fidelity US Bond Index N/R | Other securities | — | — | $1.3M | 4.1% | |
| Vanguard Mid-Cap Index Fund Admiral Shares N/R | Other securities | — | — | $1.1M | 3.6% | |
| American Funds American Funds 2055 Target Date Retire R6 N/R | Other securities | — | — | $987K | 3.2% | |
| Allspring Core Bond R6 N/R | Other securities | — | — | $797K | 2.6% | |
| Vanguard Small-Cap Index Fund Admiral Shares N/R | Other securities | — | — | $743K | 2.4% | |
| American Funds American Funds American Balanced R6 N/R | Other securities | — | — | $693K | 2.2% | |
| Fidelity American Funds Europacific GR R6 N/R | Other securities | — | — | $667K | 2.1% | |
| Fidelity International Index N/R | Other securities | — | — | $631K | 2.0% | |
| American Funds American Funds 2060 Target Date Retire R6 N/R | Other securities | — | — | $554K | 1.8% | |
| American Funds American Funds 2045 Target Date Retire R6 N/R | Other securities | — | — | $488K | 1.6% | |
| JP Morgan JP Morgan Small Cap Growth R6 N/R | Other securities | — | — | $483K | 1.6% | |
| JP Morgan JP Morgan Mid Cap Growth R6 N/R | Other securities | — | — | $477K | 1.5% | |
| American Funds American Funds 2020 Target Date Retire R6 N/R | Other securities | — | — | $460K | 1.5% | |
| Fidelity Low - Priced Stock N/R | Other securities | — | — | $380K | 1.2% | |
| JP Morgan JP Morgan Emerging Markets Equity N/R | Other securities | — | — | $325K | 1.0% | |
| Fidelity Inflation Protected Bond Index N/R | Other securities | — | — | $234K | 0.8% | |
| Participant Loans Interest rates: 4.25% - 9.50% $0 | Bonds / Notes | — | — | $200K | 0.6% | |
| American Century American Century Real Estate R6 N/R | Mutual Funds | — | — | $183K | 0.6% | |
| Fidelity Advisor International Small Cap Z N/R | Other securities | — | — | $138K | 0.4% | |
| American Funds American Funds 2065 Target Date Retire R6 N/R | Other securities | — | — | $124K | 0.4% | |
| JP Morgan Undiscovered Managers Behavioral Value Fund R6 N/R | Other securities | — | — | $119K | 0.4% | |
| American Funds American Funds 2010 Target Date Retire R6 N/R | Other securities | — | — | $84K | 0.3% | |
| American Funds American Funds 2015 Target Date Retire R6 N/R | Other securities | — | — | $43K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
