Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS CO OF AMERICA | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $73K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $3K | — |
| Name | EIN |
|---|
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 | |||||
|---|---|---|---|---|---|---|
| American Funds American Balanced Fund R6 | Other securities | 116,287 | — | $4.0M | 18.8% | |
| State Street Equity 500 Index Fund K | Other securities | 7,258 | — | $3.2M | 15.0% | |
| AMERICAN CENTRY RD HYBRID 2030 CL I BENEFIT PLAN ADMIN SERVICES COLLECTIVE TRUST · EIN 83-6699605 / PN 082 | Common Collective Trust | 118,007 | — | $1.7M | 7.8% | |
| JPMorgan Large Cap Growth Fund R6 | Other securities | 19,508 | — | $1.6M | 7.7% | |
| AMERICAN CNTRY RD HYBRID 2035 CL I BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 083 | Common Collective Trust | 86,886 | — | $1.3M | 5.9% | |
| JPMorgan Equity Income Fund R6 | Other securities | 52,183 | — | $1.2M | 5.9% | |
| American Funds New Perspective Fund R6 | Other securities | 13,333 | — | $829K | 3.9% | |
| SSGA S&P MIDCAP INDX FD CLASS C STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 176 | Common Collective Trust | 12,352 | — | $815K | 3.8% | |
| AMERICAN CENTRY RDHYBRID 2040 CL I BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUST · EIN 83-6699605 / PN 084 | Common Collective Trust | 54,178 | — | $806K | 3.8% | |
| AMERICAN CNTRY RD HYBRID 2050 CL I BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 086 | Common Collective Trust | 49,685 | — | $785K | 3.7% | |
| AMERICAN CENTRY RD HYBRID 2025 CL I BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 081 | Common Collective Trust | 55,427 | — | $760K | 3.6% | |
| AMERICAN CENTRY RD HYBRID 2045 CL I BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 085 | Common Collective Trust | 47,908 | — | $731K | 3.4% | |
| AMERICAN CENTRY RD HYBRID 2055 CL I BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUST · EIN 83-6699605 / PN 087 | Common Collective Trust | 45,365 | — | $730K | 3.4% | |
| American Funds Inflation Linked BD Fund R6 | Other securities | 70,143 | — | $642K | 3.0% | |
| SSGA RUSSELL SM CAP INDX FD CLASS S STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 654 | Common Collective Trust | 11,599 | — | $546K | 2.6% | |
| AMERICAN CENTURY RD HYBRID IN RETCL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUST · EIN 83-6699605 / PN 079 | Common Collective Trust | 28,863 | — | $398K | 1.9% | |
| American Century Emerging Markets Fund R6 | Other securities | 18,883 | — | $215K | 1.0% | |
| EI Fixed Account Series Class I | Other securities | — | — | $187K | 0.9% | |
| AMERICAN CENTRY RD HYBRID 2060 CL I BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUST · EIN 83-6699605 / PN 088 | Common Collective Trust | 11,111 | — | $180K | 0.8% | |
| STATE ST INTL INDX NL CL C STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 654 | Common Collective Trust | 4,188 | — | $132K | 0.6% | |
| AMERICAN CNTRY RD HYBRID 2065 CL I BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 089 | Common Collective Trust | 9,227 | — | $123K | 0.6% | |
| PIMCO Stockplus INTL (USD hedged) INST Fund | Other securities | 13,129 | — | $110K | 0.5% | |
| Fidelity Advisor Total Bond Fund Z | Other securities | 8,560 | — | $80K | 0.4% | |
| State Street Aggregate Bond Index Fund K | Other securities | 895 | — | $76K | 0.4% | |
| PIMCO Income INSTL Fund | Other securities | 5,993 | — | $63K | 0.3% | |
| MFS Global Real Estate Fund R6 | Other securities | 3,249 | — | $52K | 0.2% | |
| Participant loans | Participant loans | — | — | $8K | <0.1% | |
| Janus Henderson Developed World Bond Fund N | Other securities | 13 | — | $100 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Location |
|---|
| Relation |
|---|
| Direct comp |
|---|
| Indirect comp |
|---|
| INVESTMENT CONSULTING GROUP INC | — | DAVENPORT, IA | INVESTMENT ADVISOR | $39K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BLUE CHIP RETIREMENT PLANS, INC. | — | MILWAUKEE, WI | TPA | $375 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ANDERSON LOWER WHITLOW PC | — | BETTENDORF, IA | AUDITOR | $17K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MAP RETIREMENT USA LLC | — | APPLETON, WI | OTHER | $26K | — |
| MAP RETIREMENT INC | — | APPLETON, WI | OTHER | $3K | — |
