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 | $12K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $7K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds 2030 Target Date Retire R6 Mutual Funds | Other securities | — | — | $2.0M | 13.3% | |
| Fidelity 500 Index Mutual Funds | Other securities | — | — | $1.4M | 9.2% | |
| T. Rowe Price Blue Chip Growth 1 Mutual Funds | Other securities | — | — | $903K | 6.0% | |
| PGIM High Yield R6 Mutual Funds | Other securities | — | — | $856K | 5.7% | |
| T. Rowe Price Retirement Balanced Fund Class 1 Mutual Funds | Other securities | — | — | $830K | 5.5% | |
| American Funds 2040 Target Date Retire R6 Mutual Funds | Other securities | — | — | $810K | 5.4% | |
| American Funds 2020 Target Date Retire R6 Mutual Funds | Other securities | — | — | $795K | 5.3% | |
| American Funds 2035 Target Date Retire R6 Mutual Funds | Other securities | — | — | $705K | 4.7% | |
| Fidelity Large Cap Growth Index Mutual Funds | Other securities | — | — | $549K | 3.7% | |
| American Funds Bond Fund of America R6 Mutual Funds | Other securities | — | — | $498K | 3.3% | |
| Fidelity Mid Cap Index Mutual Funds | Other securities | — | — | $492K | 3.3% | |
| American Funds 2010 Target Date Retire R6 Mutual Funds | Other securities | — | — | $476K | 3.2% | |
| American Funds 2050 Target Date Retire R6 Mutual Funds | Other securities | — | — | $465K | 3.1% | |
| American Funds 2055 Target Date Retire R6 Mutual Funds | Other securities | — | — | $457K | 3.1% | |
| Federated Hermes Developing Growth R6 Mutual Funds | Other securities | — | — | $447K | 3.0% | |
| American Funds Fundamental Investors R6 Mutual Funds | Other securities | — | — | $408K | 2.7% | |
| Empower Fixed Account Series Class 1 Fixed Annuities | Other securities | — | — | $377K | 2.5% | |
| Fidelity International Index Mutual Funds | Other securities | — | — | $367K | 2.5% | |
| American Funds 2045 Target Date Retire R6 Mutual Funds | Other securities | — | — | $364K | 2.4% | |
| American Century Mid Cap Value R6 Mutual Funds | Other securities | — | — | $345K | 2.3% | |
| Fidelity Large Cap Value Index Mutual Funds | Other securities | — | — | $328K | 2.2% | |
| American Funds Income Fund of America R6 Mutual Funds | Other securities | — | — | $258K | 1.7% | |
| American Funds 2060 Target Date Retire R7 Mutual Funds | Other securities | — | — | $208K | 1.4% | |
| JP Morgan Mid Cap Growth R6 Mutual Funds | Other securities | — | — | $179K | 1.2% | |
| American Funds International Growth and Income R6 Mutual Funds | Other securities | — | — | $157K | 1.0% | |
| BlackRock Emerging Markets Equity Index R Collective Trust Fund | Common Collective Trusts | — | — | $145K | 1.0% | |
| Lord Abbett Developing Growth R6 Mutual Funds | Other securities | — | — | $114K | 0.8% | |
| PARTICIPANT LOANS VARIOUS | Participant loans | — | $31K | $31K | 0.2% | |
| Notes Receivable from Participants Interest rates: 4.25% - 9.50% $0 | Bonds / Notes | — | — | $31K | 0.2% | |
| American Funds 2025 Target Date Retire R6 Mutual Funds | Other securities | — | — | $27K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| NASHVILLE, TN |
| INVESTMENT ADVISOR |
| $28K |
| — |
