Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $24K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DUNBAR BENDER & ZAPF, INC. | — | PITTSBURGH, PA | THIRD PARTY ADMIN. | $8K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Self-directed participant accounts Self-directed brokerage accounts (1) | Other securities | — | — | $33.7M | 55.5% | |
| Vanguard Target Retirement 2040 Inv Mutual funds (1) | Other securities | — | — | $7.1M | 11.6% | |
| Vanguard Target Retirement 2045 Inv Mutual funds (1) | Other securities | — | — | $6.1M | 10.0% | |
| Vanguard Target Retirement 2025 Inv Mutual funds (1) | Other securities | — | — | $2.5M | 4.1% | |
| Fidelity 500 Index Mutual funds (1) | Other securities | — | — | $1.9M | 3.2% | |
| Vanguard Target Retirement 2055 Inv Mutual funds (1) | Other securities | — | — | $1.1M | 1.8% | |
| Columbia Dividend Income Instl 3 Mutual funds (1) | Other securities | — | — | $935K | 1.5% | |
| Key Guaranteed Portfolio Fund Guaranteed investment contract (1) | Stable Value | — | — | $821K | 1.4% | |
| Vanguard Target Retirement 2030 Inv Mutual funds (1) | Other securities | — | — | $820K | 1.3% | |
| Vanguard Target Retirement 2035 Inv Mutual funds (1) | Other securities | — | — | $703K | 1.2% | |
| Vanguard Target Retirement 2050 Inv Mutual funds (1) | Other securities | — | — | $598K | 1.0% | |
| Vanguard Growth Index Adm Mutual funds (1) | Other securities | — | — | $536K | 0.9% | |
| Western Asset Core Plus Bond IS Mutual funds (1) | Other securities | — | — | $529K | 0.9% | |
| Fidelity Mid Cap Index Mutual funds (1) | Other securities | — | — | $524K | 0.9% | |
| Vanguard Target Retirement 2060 Inv Mutual funds (1) | Other securities | — | — | $395K | 0.6% | |
| Vanguard Target Retirement 2020 Inv Mutual funds (1) | Mutual Funds | — | — | $383K | 0.6% | |
| MFS Intl Diversification R6 Mutual funds (1) | Other securities | — | — | $338K | 0.6% | |
| Invesco Global Opportunities R6 Mutual funds (1) | Other securities | — | — | $203K | 0.3% | |
| Fidelity Small Cap Index Mutual funds (1) | Other securities | — | — | $197K | 0.3% | |
| American Funds New Perspective R6 Mutual funds (1) | Other securities | — | — | $167K | 0.3% | |
| Vanguard Mid-Cap Growth Index Admir Mutual funds (1) | Other securities | — | — | $102K | 0.2% | |
| Vanguard Emerging Mkts Stock Idx Adm Mutual funds (1) | Other securities | — | — | $58K | <0.1% | |
| Fidelity US Bond Index Mutual funds (1) | Other securities | — | — | $55K | <0.1% | |
| Janus Henderson High-Yield Mutual funds (1) | Other securities | — | — | $46K | <0.1% | |
| Allspring Special Mid Cap Value Mutual funds (1) | Other securities | — | — | $31K | <0.1% | |
| Vanguard Target Retirement Income In Mutual funds (1) | Other securities | — | — | $30K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
