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 | RECORD KEEPER | $13K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $172 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds 2040 Trgt Date Retire R6 | Other securities | — | $34K | $703K | 15.2% | |
| American Funds 2035 Trgt Date Retire R6 | Other securities | — | $26K | $494K | 10.7% | |
| MM S&P 500 Index Adm | Other securities | — | $35K | $484K | 10.5% | |
| American Funds 2015 Trgt Date Retire R6 | Other securities | — | $30K | $373K | 8.1% | |
| American Funds 2020 Trgt Date Retire R6 | Other securities | — | $22K | $297K | 6.4% | |
| American Funds 2025 Trgt Date Retire R6 | Other securities | — | $18K | $267K | 5.8% | |
| Massmutual Total Return Bond I | Other securities | — | $24K | $201K | 4.4% | |
| American Funds 2045 Trgt Date Retire R6 | Other securities | — | $9K | $189K | 4.1% | |
| Group Annuity Contract * MassMutual – Guaranteed interest account | Common Stock | — | — | $180K | 3.9% | |
| American Funds Washington Mutual R6 | Other securities | — | $3K | $167K | 3.6% | |
| Massmutual Overseas I | Other securities | — | $18K | $148K | 3.2% | |
| American Funds 2030 Trgt Date Retire R6 | Other securities | — | $8K | $141K | 3.0% | |
| American Funds American Balanced R6 | Other securities | — | $4K | $124K | 2.7% | |
| American Funds 2050 Trgt Date Retire R6 | Other securities | — | $5K | $105K | 2.3% | |
| Notes Receivable From Participants * Various plan participants, interest at 5.25% to 10.5%, maturing through 2028 | Bonds / Notes | — | — | $99K | 2.1% | |
| Hartford Midcap Y | Other securities | — | $2K | $70K | 1.5% | |
| American Funds New Economy R6 | Other securities | — | $1K | $67K | 1.4% | |
| American Funds Growth Fund Of Amer R6 776 | Other securities | — | — | $58K | 1.3% | |
| Columbia Seligman Comms & Info Instl 2 280 | Other securities | — | — | $42K | 0.9% | |
| American Funds 2060 Trgt Date Retire R6 | Other securities | — | $2K | $31K | 0.7% | |
| American Funds 2055 Trgt Date Retire R6 982 | Other securities | — | — | $26K | 0.6% | |
| Janus Henderson Triton I 904 | Other securities | — | — | $25K | 0.5% | |
| Vanguard Equity Income Fund 277 | Other securities | — | — | $12K | 0.3% | |
| Massmutual Small Cap Opportun I 628 | Other securities | — | — | $11K | 0.2% | |
| Vanguard Health Care Fund Admiral 134 | Other securities | — | — | $10K | 0.2% | |
| American Funds New World R6 102 | Other securities | — | — | $8K | 0.2% | |
| BNY Mellon Dynamic Value I 142 | Other securities | — | — | $6K | 0.1% | |
| Neuberger Berman Sustainable Equity Inst 90 | Other securities | — | — | $4K | <0.1% | |
| Templeton Global Bond R6 536 | Other securities | — | — | $3K | <0.1% | |
| Invesco Real Estate Y 165 | Other securities | — | — | $3K | <0.1% | |
| Blackrock Global Allocation Instl 133 | Other securities | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| OSAIC WEALTH INC |
| — |
| JERSEY CITY, NJ |
| INVESTMENT ADVISOR |
| $8K |
| — |
| FSC SECURITIES CORPORATION | — | ATLANTA, GA | INVESTMENT ADVISOR | $3K | — |
