Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $155K | — |
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $8K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index 55,623 shares | Other securities | — | $56K | $11.4M | 14.7% | |
| Dodge & Cox Income Fund 518,700 shares | Other securities | — | $519K | $6.4M | 8.3% | |
| Vanguard Total Bond Market Index Admiral 476,620 shares | Other securities | — | $477K | $4.5M | 5.9% | |
| Dodge & Cox Balanced Fund 37,171 shares | Other securities | — | $37K | $3.8M | 4.9% | |
| Vanguard Target Retirement 2045 Inv 123,453 shares | Other securities | — | $123K | $3.7M | 4.8% | |
| Morgan Stanley Inst Global Opp I 49,881 shares | Other securities | — | $50K | $3.7M | 4.7% | |
| American Funds Europacific Gr R6 63,878 shares | Other securities | — | $64K | $3.4M | 4.5% | |
| Dodge & Cox Stock Fund 13,313 shares | Other securities | — | $13K | $3.4M | 4.4% | |
| Vanguard Target Retirement 2050 Inv 67,374 shares | Other securities | — | $67K | $3.4M | 4.4% | |
| Fixed Annuity Contract *EI Fixed Account - Series Class IV | Other securities | — | — | $3.3M | 4.3% | |
| Vanguard Inflation- Protected Secs Adm 120,509 shares | Other securities | — | $121K | $2.7M | 3.5% | |
| Vanguard Target Retirement 2030 Inv 65,954 shares | Other securities | — | $66K | $2.5M | 3.2% | |
| Vanguard Target Retirement 2040 Inv 54,113 shares | Other securities | — | $54K | $2.3M | 3.0% | |
| Vanguard Small Cap Index Instl 19,899 shares | Other securities | — | $20K | $2.3M | 3.0% | |
| Vanguard Mid Cap Index Adm 6,079 shares | Other securities | — | $6K | $2.0M | 2.6% | |
| Vanguard Target Retirement 2035 Inv 72,723 shares | Other securities | — | $73K | $1.7M | 2.3% | |
| Janus Henderson Enterprise N 6,096 shares | Other securities | — | $6K | $1.7M | 2.3% | |
| Hotchkis And Wiley High Yield I 75,791 shares | Other securities | — | $76K | $1.7M | 2.3% | |
| T. Rowe Price Qm Us Small- Cap Gr Eq I 36,770 shares | Other securities | — | $37K | $1.6M | 2.1% | |
| Various maturity dates through 2046; interest rates ranging *Participant Loans from 4.25% to 9.50% | Bonds / Notes | — | — | $1.5M | 1.9% | |
| Vanguard Real Estate Index Admiral 11,157 shares | Other securities | — | $11K | $1.4M | 1.8% | |
| Vanguard Target Retirement 2025 Inv 63,366 shares | Other securities | — | $63K | $1.2M | 1.5% | |
| Vanguard Target Retirement 2055 Inv 16,250 shares | Other securities | — | $16K | $904K | 1.2% | |
| Invesco Developing Markets R6 45,757 shares | Other securities | — | $46K | $877K | 1.1% | |
| Harbor Capital Appreciation Retirement 17,410 shares | Other securities | — | $17K | $802K | 1.0% | |
| Allspring Special Mid Cap Value R6 13,726 shares | Mutual Funds | — | $14K | $656K | 0.9% | |
| Vanguard Target Retirement 2060 Inv 12,773 shares | Other securities | — | $13K | $655K | 0.8% | |
| American Beacon Small Cap Value R6 21,678 shares | Other securities | — | $22K | $534K | 0.7% | |
| Vanguard Target Retirement 2020 Inv 21,910 shares | Other securities | — | $22K | $489K | 0.6% | |
| Vanguard Target Retirement Income Inv 21,910 shares | Other securities | — | $22K | $287K | 0.4% | |
| Vanguard Target Retirement 2065 Inv 4,223 shares | Other securities | — | $4K | $142K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
