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 | $8K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY | — | NEW YORK, NY | INVESTMENT ADVISOR | $27K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard 500 Index Admiral | Other securities | — | — | $2.6M | 17.7% | |
| COLUMBIA TRUST DIVIDEND INCOME MS COLUMBIA CT OR SVF · EIN 87-1854339 / PN 219 | Common Collective Trust | — | — | $1.7M | 11.6% | |
| JPMorgan JP Morgan Growth Advantage R6 | Other securities | — | — | $1.6M | 10.9% | |
| MORLEY STABLE VALUE CL 25 - I MORLEY STABLE VALUE FUND · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $1.3M | 9.2% | |
| Vanguard Mid Cap Index Fund - Admiral | Other securities | — | — | $920K | 6.3% | |
| Western Asset Western Asset Core Plud Bond Fund I | Other securities | — | — | $849K | 5.8% | |
| American Funds American Funds EuroPacific Gr R6 | Other securities | — | — | $695K | 4.7% | |
| Nuance Mid Cap Value Institutional | Other securities | — | — | $513K | 3.5% | |
| American Funds American Funds 2035 Trgt Date Retire R6 | Other securities | — | — | $510K | 3.5% | |
| Touchstone Mid Cap R6 | Other securities | — | — | $479K | 3.3% | |
| FullerThaler Behavioral Small Cap Eq R6 | Other securities | — | — | $434K | 3.0% | |
| American Funds American Funds 2030 Trgt Date Retire R6 | Other securities | — | — | $419K | 2.9% | |
| American Funds American Funds 2050 Trgt Date Retire R6 | Other securities | — | — | $371K | 2.5% | |
| American Funds American Funds 2040 Trgt Date Retire R6 | Other securities | — | — | $350K | 2.4% | |
| American Funds American Funds 2055 Trgt Date Retire R6 | Other securities | — | — | $341K | 2.3% | |
| American Funds American Funds 2045 Trgt Date Retire R6 | Other securities | — | — | $317K | 2.2% | |
| Vanguard Small Cap Index Adm | Other securities | — | — | $307K | 2.1% | |
| American Funds American Funds 2025 Trgt Date Retire R6 | Other securities | — | — | $246K | 1.7% | |
| American Funds American Funds 2060 Trgt Date Retire R6 | Other securities | — | — | $235K | 1.6% | |
| Artisan Developing World Investor | Other securities | — | — | $177K | 1.2% | |
| Vanguard Developed Markets Index Admiral | Other securities | — | — | $115K | 0.8% | |
| Participant loans Interest rates ranging from 4.25% to 9.50% | Bonds / Notes | — | — | $83K | 0.6% | |
| American Funds American Funds 2020 Trgt Date Retire R6 | Other securities | — | — | $65K | 0.4% |
