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 | $40K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC | — | NASHVILLE, TN | INVESTMENT ADVISOR | $43K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds American Funds Growth Fund of Amer R6 | Other securities | — | — | $2.6M | 13.5% | |
| American Funds American Funds 2030 Trgt Retire R9 | Other securities | — | — | $1.7M | 8.9% | |
| American Funds American Funds 2035 Trgt Retire R10 | Other securities | — | — | $1.7M | 8.7% | |
| American Funds American Funds 2020 Trgt Retire R7 | Other securities | — | — | $1.4M | 7.2% | |
| Fully Benefit-Responsive Investment Contract * Empower Annuity Ins. Co. of America Guaranteed Portfolio Fund | Common Stock | — | — | $1.2M | 6.4% | |
| American Funds American Funds 2040 Trgt Retire R11 | Other securities | — | — | $1.2M | 6.1% | |
| American Funds American Funds 2025 Trgt Retire R8 | Other securities | — | — | $1.1M | 5.5% | |
| American Funds American Funds 2045 Trgt Retire R12 | Other securities | — | — | $1.0M | 5.3% | |
| American Funds American Funds 2050 Trgt Retire R13 | Other securities | — | — | $748K | 3.9% | |
| American Funds American Funds 2055 Trgt Retire R14 | Other securities | — | — | $698K | 3.6% | |
| PIMCO Total Return IV Instl | Other securities | — | — | $644K | 3.4% | |
| PGIM Funds (Prudential) PGIM High-Yield A | Other securities | — | — | $643K | 3.4% | |
| Fidelity Investments Fidelity 500 Index | Other securities | — | — | $579K | 3.0% | |
| American Century Investments American Century Equity Income R6 | Mutual Funds | — | — | $559K | 2.9% | |
| Fidelity Investments Fidelity US Bond Index | Other securities | — | — | $360K | 1.9% | |
| Invesco Real Estate R5 | Other securities | — | — | $327K | 1.7% | |
| American Funds American Funds 2060 Trgt Retire R15 | Other securities | — | — | $314K | 1.6% | |
| T Rowe T. Rowe Price U.S Equity Research | Other securities | — | — | $254K | 1.3% | |
| American Funds American Funds EuroPacific Growth R6 | Other securities | — | — | $252K | 1.3% | |
| Empower Funds Empower US Govt Security Fund Inst | Other securities | — | — | $244K | 1.3% | |
| Fidelity Investments Fidelity Small Cap Index | Other securities | — | — | $241K | 1.3% | |
| Empower Funds Empower Mid Cap Value Instl | Other securities | — | — | $212K | 1.1% | |
| Empower Funds Empower T. Rowe Price Mid Cap Growth Inst | Other securities | — | — | $181K | 0.9% | |
| BlackRock Global Dividend Income Instl | Other securities | — | — | $157K | 0.8% | |
| Empower Funds Empower Small Cap Value Inst | Other securities | — | — | $153K | 0.8% | |
| Fidelity Investments Fidelity Mid Cap Index | Other securities | — | — | $112K | 0.6% | |
| American Funds American Funds 2015 Trgt Retire R6 | Other securities | — | — | $88K | 0.5% | |
| Fidelity Investments Fidelity International Index | Other securities | — | — | $62K | 0.3% | |
| PIMCO Real Return Instl | Other securities | — | — | $37K | 0.2% | |
| PIMCO Commodity Real Ret Strat Instl | Other securities | — | — | $15K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
