Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | 84-0467907 | — | NONE | $329K | — |
| EMPOWER ADVISORY GROUP, LLC | 84-1532243 | — | NONE | $95K | — |
| EMPOWER FINANCIAL SERVICES, INC. | 84-0965407 | — | NONE | $645 | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity Large Cap Growth Index (1) | Other securities | — | — | $59.1M | 16.7% | |
| Vanguard Institutional Index I (1) | Other securities | — | — | $40.1M | 11.4% | |
| Capital Group 2030 Target Date Ret SA (1) | Common Stock | — | — | $31.6M | 8.9% | |
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $26.7M | 7.6% | |
| Capital Group 2040 Target Date Ret SA (1) | Common Stock | — | — | $23.2M | 6.6% | |
| Capital Group 2050 Target Date Ret SA (1) | Common Stock | — | — | $16.0M | 4.5% | |
| Principal MidCap R6 (1) | Other securities | — | — | $15.3M | 4.3% | |
| Capital Group 2035 Target Date Ret SA (1) | Common Stock | — | — | $14.9M | 4.2% | |
| Vanguard Equity Income (1) | Other securities | — | — | $13.0M | 3.7% | |
| Baird Aggregate Bond Inst (1) | Other securities | — | — | $11.4M | 3.2% | |
| Capital Group 2065 Target Date Ret SA (1) | Common Stock | — | — | $10.7M | 3.0% | |
| Vanguard Mid Cap Index I (1) | Other securities | — | — | $9.9M | 2.8% | |
| Capital Group 2020 Target Date Ret SA (1) | Common Stock | — | — | $7.4M | 2.1% | |
| Capital Group 2025 Target Date Ret SA (1) | Common Stock | — | — | $7.3M | 2.1% | |
| Capital Group 2045 Target Date Ret SA (1) | Common Stock | — | — | $7.2M | 2.0% | |
| (*) Empower Self-directed brokerage accounts (1) | Other securities | — | — | $7.0M | 2.0% | |
| Vanguard Total Intl Stock Index Admiral (1) | Other securities | — | — | $6.9M | 2.0% | |
| American Century Mid Cap Val (IS PLTFRM) (1) | Other securities | — | — | $5.8M | 1.6% | |
| Capital Group 2055 Target Date Ret SA (1) | Common Stock | — | — | $4.8M | 1.4% | |
| Delaware Small Cap Core R6 (1) | Other securities | — | — | $4.8M | 1.4% | |
| Capital Group 2055 Target Date Ret SA (1) | Common Stock | — | — | $3.6M | 1.0% | |
| Vanguard Real Estate Index Admiral (1) | Other securities | — | — | $3.4M | 1.0% | |
| Participant Notes Receivable Loans with interest rates of 8.75% - 9.50% 0 | Bonds / Notes | — | — | $3.3M | 0.9% | |
| JP Morgan Small Cap Value R6 (1) | Other securities | — | — | $3.2M | 0.9% | |
| Conestoga Small Cap Institutional (1) | Other securities | — | — | $3.1M | 0.9% | |
| Vanguard Small Cap Index Adm (1) | Other securities | — | — | $2.7M | 0.8% | |
| Vanguard Total Bond Market Index Adm (1) | Other securities | — | — | $2.4M | 0.7% | |
| Loomis Sayles Bond Inst (1) | Other securities | — | — | $2.4M | 0.7% | |
| Money Market Cash Sweep Accounts (1) | Cash / Money Market | — | — | $1.3M | 0.4% | |
| Capital Group 2010 Target Date Ret SA (1) | Common Stock | — | — | $979K | 0.3% | |
| Capital Group 2060 Target Date Ret SA (1) | Common Stock | — | — | $906K | 0.3% | |
| Capital Group 2015 Target Date Ret SA (1) | Common Stock | — | — | $603K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MARINER INSTITUTIONAL LLC | — | ORLANDO, FL | NONE | $65K | — |
| GOFF BACKA ALFERA & COMPANY LLC | — | PITTSBURGH, PA | NONE | $10K | — |
| QDRO CONSULTANTS COMPANY, LLC | 34-1820650 | — | NONE | $900 | — |
