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 | $56K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $29K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDUCIENT ADVISORS LLC |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Mutual funds | Other securities | — | — | $7.8M | 17.3% | |
| Fidelity Freedom Index Income Premier Mutual funds | Other securities | — | — | $4.9M | 10.8% | |
| Fidelity Freedom Index 2045 Premier Mutual funds | Other securities | — | — | $4.3M | 9.5% | |
| Fidelity Freedom Index 2055 Premier Mutual funds | Other securities | — | — | $4.2M | 9.2% | |
| Fidelity Freedom Index 2050 Premier Mutual funds | Other securities | — | — | $3.5M | 7.8% | |
| Fidelity Extended Market Index Mutual funds | Other securities | — | — | $3.0M | 6.6% | |
| HARBOR CAPITAL APPRECIATION CIT R HARBOR FUNDS · EIN 84-4022934 / PN 001 | Common Collective Trust | — | — | $2.4M | 5.3% | |
| Fidelity Total International Index Mutual funds | Other securities | — | — | $1.8M | 4.0% | |
| Fidelity US Bond Index Mutual funds | Other securities | — | — | $1.7M | 3.7% | |
| Capital Group Europacific Growth SA Pooled separate accounts | Common Stock | — | — | $1.6M | 3.5% | |
| FUTUREFUNDS SERIES ACC II OF GWL EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA · EIN 84-0467907 / PN 003 | Pooled Separate Account | — | — | $1.6M | 3.5% | |
| Fidelity Freedom Index 2025 Premier Mutual funds | Other securities | — | — | $1.3M | 3.0% | |
| PIMCO RAE US CIT FOUNDERS GREAT GRAY · EIN 92-2452619 / PN 001 | Common Collective Trust | — | — | $1.2M | 2.6% | |
| Fidelity Freedom Index 2030 Premier Mutual funds | Other securities | — | — | $1.1M | 2.5% | |
| Fidelity Freedom Index 2040 Premier Mutual funds | Other securities | — | — | $1.0M | 2.3% | |
| Fidelity Freedom Index 2035 Premier Mutual funds | Other securities | — | — | $982K | 2.2% | |
| Baird Aggregate Bond Inst Mutual funds | Other securities | — | — | $782K | 1.7% | |
| Fidelity Freedom Index 2060 Premier Mutual funds | Other securities | — | — | $748K | 1.6% | |
| AMCENTURY SMALL CAP VALUE EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 849 | Pooled Separate Account | — | — | $581K | 1.3% | |
| accounts and latest maturity is April 2044. | Other securities | — | — | $522K | 1.2% | |
| Hartford Schroders Emerging Markets Equity SDR Mutual funds | Other securities | — | — | $485K | 1.1% | |
| COHEN & STEERS U.S. REALTY CIT FA COHEN & STEERS REALTY SHARES · EIN 47-1211722 / PN 003 | Common Collective Trust | — | — | $422K | 0.9% | |
| Vanguard Inflation-Protected Secs Adm Mutual funds | Other securities | — | — | $377K | 0.8% | |
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $362K | 0.8% | |
| Fidelity Freedom Index 2065 Premier Mutual funds | Other securities | — | — | $113K | 0.2% | |
| Fidelity Freedom Index 2015 Premier Mutual funds 494 Fidelity Freedom Index 2020 Premier Mutual funds | Other securities | — | — | $43K | <0.1% | |
| Clearbridge Small Cap Growth CIT CL R2 Common collective trust funds | Common Collective Trusts | — | — | $24K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| CHICAGO, IL |
| INVESTMENT ADVISOR |
| $38K |
| — |
