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 | $28K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $10K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT 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 | |||||
|---|---|---|---|---|---|---|
| NUVEEN LIFECYCLE INDEX 2030 J SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $1.2M | 11.2% | |
| Vanguard GROWTH INDEX ADM | Other securities | — | — | $1.2M | 10.4% | |
| NUVEEN LIFECYCLE INDEX 2025 J SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $959K | 8.6% | |
| Fidelity Investments FIDELITY 500 INDEX | Other securities | — | — | $914K | 8.2% | |
| NUVEEN LIFECYCLE INDEX 2050 J SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $851K | 7.6% | |
| LARGE CAP GROWTH/JP MORGAN INVST MG EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 141 | Pooled Separate Account | — | — | $618K | 5.5% | |
| Dodge & COX INCOME X | Other securities | — | — | $597K | 5.3% | |
| NUVEEN LIFECYCLE INDEX 2035 J SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $593K | 5.3% | |
| NUVEEN LIFECYCLE INDEX 2040 J SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $548K | 4.9% | |
| American Funds AMERICAN FUNDS EUROPACIFIC GR R6 | Other securities | — | — | $529K | 4.7% | |
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $510K | 4.6% | |
| NUVEEN LIFECYCLE INDEX 2045 J SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $340K | 3.0% | |
| DFA US TARGETED VALUE I | Other securities | — | — | $278K | 2.5% | |
| NUVEEN LIFECYCLE INDEX 2055 J SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $254K | 2.3% | |
| Notes receivable from participants With interest ranging from 4.25% to 9.5% | Bonds / Notes | — | — | $254K | 2.3% | |
| VICTORY SYCAMORE ESTABLISHED VALUE I | Other securities | — | — | $211K | 1.9% | |
| American Funds AMERICAN FUNDS AMERICAN BALANCED R6 | Other securities | — | — | $209K | 1.9% | |
| DFA GLOBAL REAL ESTATE SECURITIES | Other securities | — | — | $201K | 1.8% | |
| NUVEEN LIFECYCLE INDEX 2020 J SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $169K | 1.5% | |
| Empower T. ROWE PRICE MID CAP GR INST | Other securities | — | — | $167K | 1.5% | |
| American Funds AMERICAN FUNDS WASHINGTON MUTUAL R6 | Other securities | — | — | $166K | 1.5% | |
| Putnam T. ROWE PRICE INTEGRATED US SMALL-CAP GR EQ | Other securities | — | — | $142K | 1.3% | |
| NUVEEN LIFECYCLE INDEX 2060 J SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $84K | 0.8% | |
| PIMCO INCOME INSTITUTIONAL | Other securities | — | — | $68K | 0.6% | |
| Fidelity Investments FIDELITY SMALL CAP INDEX | Other securities | — | — | $53K | 0.5% | |
| Fidelity Investments FIDELITY EXTENDED MARKET INDEX | Other securities | — | — | $49K | 0.4% | |
| NUVEEN LIFECYCLE INDEX 2065 J SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $6K | <0.1% | |
| Nuveen Lifecycle Retirement Index Inc J | Common Stock | — | — | $3K | <0.1% | |
| NUVEEN LIFECYCLE RETIREMENT INDEX I SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $929 | <0.1% | |
| NUVEEN LIFECYCLE INDEX 2015 J SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $212 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| DALLAS, TX |
| INVESTMENT ADVISOR |
| $10K |
| — |
