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 | RECORDKEEPER | $236K | — |
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MKT IDX ADM | — | — | $80K | $11.2M | 8.6% | |
| VANGUARD GROWTH INDEX ADM | — | — | $42K | $8.8M | 6.7% | |
| T. ROWE PRICE RETIREMENT 2035 FUND | — | — | $390K | $8.2M | 6.3% | |
| T. ROWE PRICE RETIREMENT 2030 FUND | — | — | $283K | $7.3M | 5.6% |
| JPMORGAN US EQUITY R5 | — | — | $290K | $7.2M | 5.5% |
| T. ROWE PRICE RETIREMENT 2050 FUND | — | — | $356K | $6.8M | 5.2% |
| T. ROWE PRICE RETIREMENT 2045 FUND | — | — | $301K | $6.7M | 5.1% |
| T. ROWE PRICE RETIREMENT 2040 FUND | — | — | $201K | $6.1M | 4.7% |
| T. ROWE PRICE RETIREMENT 2060 FUND | — | — | $325K | $5.4M | 4.1% |
| T. ROWE PRICE RETIREMENT 2025 FUND | — | — | $307K | $5.1M | 3.9% |
| T. ROWE PRICE RETIREMENT 2055 FUND | — | — | $217K | $4.3M | 3.3% |
| VANGUARD SMALL CAP INDEX ADM | — | — | $37K | $4.3M | 3.3% |
| VANGUARD 500 INDEX ADMIRAL | — | — | $7K | $3.9M | 3.0% |
| VANGUARD MID-CAP GROWTH INDEX ADMIRAL | — | — | $33K | $3.6M | 2.7% |
| VANGUARD MID CAP INDEX FUND - ADMIRAL | — | — | $11K | $3.5M | 2.7% |
| JPMORGAN US GOVERNMENT MMKT INSTL | — | — | $3.5M | $3.5M | 2.7% |
| VANGUARD EQUITY-INCOME ADM | — | — | $39K | $3.4M | 2.6% |
| T. ROWE PRICE NEW HORIZON | — | — | $50K | $2.8M | 2.1% |
| VANGUARD LIFESTRATEGY GROWTH INV | — | — | $61K | $2.7M | 2.1% |
| T. ROWE PRICE BALANCED FUND | — | — | $99K | $2.6M | 2.0% |
| MFS INTERNATIONAL GROWTH R6 | — | — | $59K | $2.4M | 1.9% |
| DODGE & COX INCOME - I | — | — | $197K | $2.4M | 1.9% |
| Peoples Bancorp Common Stock Fund Units | — | — | $115K | $2.3M | 1.8% |
| January 24, 2025 and October 13, 2038) | — | — | — | $2.1M | 1.6% |
| VANGUARD LIFESTRATEGY CNSRV GR INV | — | — | $90K | $1.8M | 1.4% |
| FIDELITY INTERNATIONAL INDEX | — | — | $36K | $1.7M | 1.3% |
| VANGUARD SMALL CAP VALUE INDEX ADMIRAL | — | — | $19K | $1.6M | 1.3% |
| DOUBLELINE LOW DURATION BOND I | — | — | $134K | $1.3M | 1.0% |
| VANGUARD TOTAL BOND MARKET INDEX ADMIRAL | — | — | $127K | $1.2M | 0.9% |
| T. ROWE PRICE RETIREMENT 2020 FUND | — | — | $62K | $1.1M | 0.9% |
| AMERICAN CENTURY MID CAP VALUE I | — | — | $63K | $972K | 0.7% |
| VANGUARD SHORT-TERM INVESTMENT-GRADE ADM | — | — | $83K | $857K | 0.7% |
| AMERICAN FUNDS CAPITAL INC BLDR R5 | — | — | $12K | $801K | 0.6% |
| VANGUARD LIFESTRATEGY MODERATE GROWTH | — | — | $19K | $590K | 0.5% |
| CARILLON EAGLE MID CAP GROWTH I | — | — | $7K | $555K | 0.4% |
| T. ROWE PRICE RETIREMENT 2015 FUND | — | — | $43K | $543K | 0.4% |
| T. ROWE PRICE RETIREMENT 2010 FUND | — | — | $12K | $182K | 0.1% |
| VANGUARD EMERGING MKTS STOCK IDX ADM | — | — | $3K | $121K | <0.1% |
| VANGUARD MID-CAP VALUE INDEX ADMIRAL | — | — | $1K | $89K | <0.1% |
| VANGUARD LIFESTRATEGY INCOME INV | — | — | $3K | $48K | <0.1% |
| T. ROWE PRICE RETIREMENT 2005 FUND | — | — | $3K | $40K | <0.1% |
