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 ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $5K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| USI ADVISORS INC | — | GLASTONBURY, CT | INVESTMENT ADVISOR | $20K | — |
| Name | EIN | Location | Relation | Direct comp |
|---|
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 |
|---|---|---|---|
| PIONEER LARGE CAP GROWTH PORT CL R1 GREAT GRAY · EIN 81-4278868 / PN 000 | Common Collective Trust | $2.1M | 22.9% |
| BLACKROCK MSCI ACWI EX-U.S. INDEX R GREAT GRAY · EIN 81-1950980 / PN 013 | Common Collective Trust | $461K | 5.0% |
| PGIM TOTAL RETURN BOND FUND CIT CLA |
| Indirect comp |
|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $669 | — |
Common Collective Trust |
| $361K |
| 3.9% |
| PIONEER LARGE CAP VALUE R1 GREAT GRAY · EIN 38-4065312 / PN 000 | Common Collective Trust | $4K | <0.1% |
| WESTERN ASSET CORE BOND CL R3 GREAT GRAY · EIN 82-4408926 / PN 373 | Common Collective Trust | $0 | <0.1% |
