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 | $119K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $37K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds Bond Fund of Amer R4 642,462 shares | Mutual Funds | — | $642K | $7.2M | 19.5% | |
| Ishares S&P 500 Index I 5,523 shares | Other securities | — | $6K | $3.8M | 10.4% | |
| Nationwide International Index A 287,659 shares | Other securities | — | $288K | $2.4M | 6.7% | |
| Federated International Leaders R6 62,152 shares | Other securities | — | $62K | $2.2M | 6.0% | |
| Blackrock Emerging Markets INV A 84,570 shares | Other securities | — | $85K | $1.9M | 5.2% | |
| Fidelity Advisor Equity Growth A 93,097 shares | Other securities | — | $93K | $1.8M | 5.0% | |
| Fixed Annuities Key Guaranteed Portfolio Fund, Fully Benefit-Responsive 1.41% | Bonds / Notes | — | — | $1.6M | 4.3% | |
| Putnam Large Cap Value A 42,103 shares | Other securities | — | $42K | $1.5M | 4.0% | |
| Invesco Small Cap Value A 57,687 shares | Other securities | — | $58K | $1.4M | 3.7% | |
| Pioneer Fundamental Growth A 37,837 shares | Other securities | — | $38K | $1.3M | 3.6% | |
| MFS Value A 24,220 shares | Other securities | — | $24K | $1.2M | 3.2% | |
| JHancock Disciplined Value Mid Cap A 45,383 shares | Other securities | — | $45K | $1.2M | 3.1% | |
| Janus Henderson Growth And Income A 16,423 shares | Other securities | — | $16K | $1.1M | 3.1% | |
| Participant Loans Maturities through October 2037 with interest rates ranging from 4.25% to 9.50% | Bonds / Notes | — | — | $1.1M | 3.1% | |
| Vanguard Total Intl Stock Index Admiral 33,712 shares | Other securities | — | $34K | $1.1M | 2.9% | |
| Columbia Mid Cap Index A 60,891 shares | Other securities | — | $61K | $890K | 2.4% | |
| PGIM Jennison Small Company R4 34,343 shares | Other securities | — | $34K | $820K | 2.2% | |
| Vanguard Small Cap Index Adm 6,908 shares | Other securities | — | $7K | $796K | 2.2% | |
| MFS Mid-Cap Growth A 27,722 shares | Other securities | — | $28K | $789K | 2.2% | |
| Vanguard Wellesley Income Adm 9,351 shares | Other securities | — | $9K | $561K | 1.5% | |
| Vanguard Mid Cap Index Fund - Admira 1,384 shares | Other securities | — | $1K | $452K | 1.2% | |
| JPMorgan Government Bond R6 41,214 shares | U.S. Treasuries | — | $41K | $387K | 1.1% | |
| Eaton Vance Atlanta Capital Smid-Cap A 42,644 shares | Other securities | — | $43K | $279K | 0.8% | |
| Blackrock Global Allocation Inv A 14,435 shares | Other securities | — | $14K | $267K | 0.7% | |
| MFS International Growth A 5,217 shares | Other securities | — | $5K | $215K | 0.6% | |
| Eaton Vance High Income Opportunity 8,029 shares | Other securities | — | $8K | $180K | 0.5% | |
| DWS Reef Real Estate Securities A 7,855 shares | Other securities | — | $8K | $171K | 0.5% | |
| Lord Abbett Total Return R4 11,558 shares | Other securities | — | $12K | $100K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
