Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $39K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $6K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Balanced Index Adm | Other securities | — | — | $3.2M | 37.0% | |
| Putnam Large Cap Growth R6 | Other securities | — | — | $1.2M | 13.7% | |
| Vanguard Small Cap Index Adm | Other securities | — | — | $537K | 6.1% | |
| Fidelity 500 Index | Other securities | — | — | $536K | 6.1% | |
| Vanguard Mid Cap Growth Inv | Other securities | — | — | $460K | 5.3% | |
| Guaranteed Portfolio Fund | Other securities | — | — | $412K | 4.7% | |
| BlackRock 80/20 Target Allocation K | Other securities | — | — | $383K | 4.4% | |
| JPMorgan Equity Income R6 | Other securities | — | — | $355K | 4.1% | |
| TIAA-CREF International EQ Idx Instl | Other securities | — | — | $175K | 2.0% | |
| Vanguard Value Index Adm | Other securities | — | — | $165K | 1.9% | |
| Fidelity US Bond Index | Other securities | — | — | $162K | 1.9% | |
| Notes Receivable From Participants | Other securities | — | — | $137K | 1.6% | |
| Vanguard Total Stock Mkt Idx Adm | Other securities | — | — | $105K | 1.2% | |
| Artisan International Value Instl | Other securities | — | — | $100K | 1.1% | |
| Vanguard Wellesley Income Adm | Other securities | — | — | $96K | 1.1% | |
| Vanguard Emerging Mkts Stock Idx Adm | Other securities | — | — | $72K | 0.8% | |
| Vanguard Mid Cap Index Fund - Admiral | Other securities | — | — | $68K | 0.8% | |
| Vanguard Growth Index Adm | Other securities | — | — | $53K | 0.6% | |
| Schwab Treasury Infl Protected Secs Idx | Other securities | — | — | $51K | 0.6% | |
| TIAA-CREF Lifecycle Index Ret Inc Inst | Common Stock | — | — | $48K | 0.5% | |
| Fidelity Intl Sustainability Idx | Other securities | — | — | $46K | 0.5% | |
| TIAA-CREF Lifecycle Index 2035 Inst | Other securities | — | — | $46K | 0.5% | |
| Federated Hermes Instl High Yield BD R6 | Other securities | — | — | $37K | 0.4% | |
| TIAA-CREF Lifecycle Index 2030 Inst | Other securities | — | — | $34K | 0.4% | |
| Vanguard Real Estate Intex Admiral | Other securities | — | — | $34K | 0.4% | |
| TIAA-CREF Lifecycle Index 2025 Inst | Other securities | — | — | $34K | 0.4% | |
| TIAA-CREF Lifecycle Index 2020 Inst | Other securities | — | — | $33K | 0.4% | |
| Vanguard Inter-Term Treasury Ind Admiral VSIG | Other securities | — | — | $25K | 0.3% | |
| Dodge & Cox Income - I | Other securities | — | — | $24K | 0.3% | |
| Vanguard GNMA Adm | Agency / Mortgage-Backed | — | — | $23K | 0.3% | |
| Victory Sycamore Established Value I | Other securities | — | — | $22K | 0.3% | |
| American Funds New World R6 | Other securities | — | — | $15K | 0.2% | |
| Vanguard International Growth Adm | Other securities | — | — | $6K | <0.1% | |
| TIAA-CREF Lifecycle Index 2055 Inst | Other securities | — | — | $6K | <0.1% | |
| TIAA-CREF Lifecycle Index 2050 Inst | Other securities | — | — | $4K | <0.1% | |
| Principal Real Estate Securities FD R-6 | Other securities | — | — | $3K | <0.1% | |
| TIAA-CREF Lifecycle Index 2040 Inst | Other securities | — | — | $3K | <0.1% | |
| Vanguard Total Intl Bd Idx Admiral | Other securities | — | — | $940 | <0.1% | |
| BlackRock Strategic Income Opps K | Other securities | — | — | $5 | <0.1% | |
| Pimco Int Bond (USD-Hedged) Inst | U.S. Treasuries | — | — | $3 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| REDWOOD PRIVATE WEALTH, LLC | — | PHOENIX, AZ | INVESTMENT ADVISOR | $21K | — |
| JMJRG INC | — | CORPUS CHRISTI, TX | INVESTMENT ADVISOR | $5K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COMPLIANCE ADMINISTRATION DBA | — | CORPUS CHRISTI, TX | OTHER | $23K | — |
