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 | $4K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EVERHART FINANCIAL GROUP INC EVERHA | — | DUBLIN, OH | INVESTMENT ADVISOR | $4K | — |
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 | |||||
|---|---|---|---|---|---|---|
| FLEXPATH INDEX MODERATE RETIRE R1 GREAT GRAY · EIN 47-2248665 / PN 211 | Common Collective Trust | — | — | $702K | 32.9% | |
| FLEXPATH INDEX MODERATE 2035 R1 GREAT GRAY · EIN 47-2478524 / PN 217 | Common Collective Trust | — | — | $544K | 25.5% | |
| Empower Guaranteed Investment Account | Other securities | — | — | $350K | 16.4% | |
| Vanguard Growth Index Fund | Other securities | — | — | $203K | 9.5% | |
| FLEXPATH INDEX MODERATE 2045 R1 GREAT GRAY · EIN 47-2516187 / PN 220 | Common Collective Trust | — | — | $128K | 6.0% | |
| FLEXPATH INDEX CONSERVATIVE 2035 R1 GREAT GRAY · EIN 47-2491300 / PN 218 | Common Collective Trust | — | — | $67K | 3.1% | |
| FLEXPATH INDEX MODERATE 2055 R1 GREAT GRAY · EIN 47-2563528 / PN 223 | Common Collective Trust | — | — | $56K | 2.6% | |
| Vanguard Small Cap Growth Index Fund | Other securities | — | — | $49K | 2.3% | |
| Victory Sycamore Victory Sycamore Established Value Fund 285 JPMorgan Large Cap Growth | Other securities | — | — | $23K | 1.1% | |
| BLACKROCK EQUITY INDEX 1 GREAT GRAY · EIN 20-3802168 / PN 001 | Common Collective Trust | — | — | $4K | 0.2% | |
| GREAT GRAY EUROPACIFIC GROWTH TRUST GREAT GRAY · EIN 38-7289844 / PN 001 | Common Collective Trust | — | — | $2K | 0.1% | |
| BLACKROCK EAFE EQUITY INDEX 1 GREAT GRAY · EIN 20-3802495 / PN 007 | Common Collective Trust | — | — | $1K | <0.1% | |
| JPMorgan Mid Cap Growth 356 JPMorgan US Equity | Other securities | — | — | $1K | <0.1% | |
| FLEXPATH INDEX AGGRESSIVE 2045 R1 GREAT GRAY · EIN 47-2503540 / PN 219 | Common Collective Trust | — | — | $924 | <0.1% | |
| VANGUARD EQUITY-INCOME ADM VANGUARD · EIN 90-0779283 / PN 000 | Common Collective Trust | — | — | $875 | <0.1% | |
| BLACKROCK U.S. DEBT INDEX 1 GREAT GRAY · EIN 20-3802445 / PN 010 | Common Collective Trust | — | — | $558 | <0.1% | |
| FLEXPATH INDEX CONSERVATIVE 2045 R1 GREAT GRAY · EIN 47-2529162 / PN 221 | Common Collective Trust | — | — | $224 | <0.1% | |
| CORE PLUS BOND FUND II CL R1 GREAT GRAY · EIN 38-7271377 / PN 758 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH INDEX MODERATE 2025 R1 GREAT GRAY · EIN 47-2285799 / PN 214 | Common Collective Trust | — | — | $0 | <0.1% | |
| MASSMUTUAL MID CAP GROWTH I MASSMUTUAL · EIN 90-0342299 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
