This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | NONE | $3K | — |
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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| TARGET RETIREMENT 2035 SL CL IV STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 32-6528132 / PN 024 | Common Collective Trust | $2.2M | 28.6% |
| TARGET RETIREMENT 2025 SL CL IV STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 32-6528132 / PN 022 | Common Collective Trust | $1.5M | 20.0% |
| TARGET RETIREMENT 2030 SL CL IV STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 32-6528132 / PN 023 |
Common Collective Trust |
| $1.5M |
| 18.9% |
| TARGET RETIREMENT 2020 SL CL IV STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 32-6528132 / PN 021 | Common Collective Trust | $643K | 8.3% |
| S&P 500 INDEX SL CL II STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 04-0025081 / PN 078 | Common Collective Trust | $550K | 7.1% |
| STABLE RETURN FUND X SEI TRUST COMPANY · EIN 82-6843145 / PN 001 | Common Collective Trust | $422K | 5.5% |
| RUSSELL SMALL MID CAP SL CL II STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 32-6528132 / PN 019 | Common Collective Trust | $282K | 3.7% |
| TARGET RETIREMENT 2050 SL CL IV STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 32-6528132 / PN 027 | Common Collective Trust | $281K | 3.6% |
| GLOBAL ALL CAP EQUITY EX-US SL CLII STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 444 | Common Collective Trust | $183K | 2.4% |
| TARGET RETIREMENT 2040 SL CL IV STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 32-6528132 / PN 025 | Common Collective Trust | $99K | 1.3% |
| DIAMOND HILL SMALL-MID CAP WILMINGTON TRUST, N.A. · EIN 38-7275313 / PN 777 | Common Collective Trust | $19K | 0.2% |
| TARGET RETIREMENT INCOME SL CL IV STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 32-6528132 / PN 030 | Common Collective Trust | $18K | 0.2% |
| TARGET RETIREMENT 2045 SL CL IV STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 32-6528132 / PN 026 | Common Collective Trust | $9K | 0.1% |
| TARGET RETIREMENT 2060 SL CL IV STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 32-6528132 / PN 029 | Common Collective Trust | $3K | <0.1% |
| U.S. BOND INDEX SL CL XIV STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 477 | Common Collective Trust | $2K | <0.1% |
