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 | NONE | $57K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $112K | — |
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 Institutional Index Fund | Other securities | — | — | $59.6M | 18.2% | |
| THE VANGUARD TARGET RETIRE 2035 TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $33.5M | 10.2% | |
| THE VANGUARD TARGET RETIRE 2040 TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $30.2M | 9.2% | |
| THE VANGUARD TARGET RETIRE 2045 TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $28.3M | 8.6% | |
| COLUMBIA TRUST STABLE INCOME ADMN 0 COLUMBIA CT OR SVF · EIN 41-0007957 / PN 060 | Common Collective Trust | — | — | $26.0M | 7.9% | |
| THE VANGUARD TARGET RETIRE 2030 TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $25.0M | 7.6% | |
| THE VANGUARD TARGET RETIRE 2050 TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $21.0M | 6.4% | |
| THE VANGUARD TARGET RETIRE 2025 TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 90-6083980 / PN 001 | Common Collective Trust | — | — | $18.1M | 5.5% | |
| Vanguard Extended Market Index Fund | Other securities | — | — | $18.1M | 5.5% | |
| Various Self-Directed Brokerage Accounts | Other securities | — | — | $15.4M | 4.7% | |
| THE VANGUARD TARGET RETIRE 2055 TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 27-6715091 / PN 001 | Common Collective Trust | — | — | $12.7M | 3.9% | |
| Harding Loevner International Equity Fund | Other securities | — | — | $7.2M | 2.2% | |
| Notes receivable from participants Interest rates of 3.25% to 10.50% | Bonds / Notes | — | — | $5.9M | 1.8% | |
| THE VANGUARD TARGET RETIRE 2020 TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $5.2M | 1.6% | |
| THE VANGUARD TARGET RETIRE 2060 TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $5.2M | 1.6% | |
| Vanguard Total International Stock Index Fund | Other securities | — | — | $4.1M | 1.3% | |
| PIMCO Total Return Fund | Other securities | — | — | $3.5M | 1.1% | |
| Vanguard Total Bond Market Index Fund | Other securities | — | — | $3.2M | 1.0% | |
| THE VANGUARD TARGET RETIRE INCM TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 90-6083967 / PN 001 | Common Collective Trust | — | — | $2.9M | 0.9% | |
| THE VANGUARD TARGET RETIRE 2065 TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $1.7M | 0.5% | |
| Vanguard Target Retirement Income and Growth Trust Fund | Common Collective Trusts | — | — | $746K | 0.2% | |
| TGT RET INCOME AND GRO II VANGUARD · EIN 87-6420194 / PN 001 | Common Collective Trust | — | — | $746K | 0.2% | |
| THE VANGUARD TARGET RETIRE 2070 TRU VANGUARD · EIN 87-7039453 / PN 001 | Common Collective Trust | — | — | $361K | 0.1% | |
| BNY Mellon Dreyfus Government Cash Management Fund | Cash / Money Market | — | — | $123K | <0.1% |
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 |
|---|---|---|---|---|---|
| THOMPSON HINE LLP | — | CLEVELAND, OH | NONE | $5K | — |
| CHARLES SCHWAB & CO. INC. | 94-1737782 | — | NONE | $1K | — |
