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 | $10K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2035 Fund 613,149 | Other securities | — | — | $14.7M | 15.7% | |
| Vanguard Target Retirement 2045 Fund 420,194 | Other securities | — | — | $12.5M | 13.3% | |
| Fidelity 500 Index Fund 59,288 | Other securities | — | — | $12.1M | 12.9% | |
| Vanguard Target Retirement 2025 Fund 393,845 | Other securities | — | — | $7.4M | 7.9% | |
| Fidelity Large Cap Growth Index 155,489 | Other securities | — | — | $6.1M | 6.5% | |
| American Funds EuroPacific Growth Fund R6 78,024 | Other securities | — | — | $4.2M | 4.5% | |
| American Funds Washington Mutual Investors Fund R6 63,315 | Other securities | — | — | $3.9M | 4.2% | |
| Vanguard Explorer Fund Admiral 33,347 | Other securities | — | — | $3.6M | 3.8% | |
| Vanguard Target Retirement 2070 Fund 9 ** 240 Vanguard Target Retirement Income Fund 223,183 | Other securities | — | — | $2.9M | 3.1% | |
| Vanguard Target Retirement 2055 Fund 50,777 | Other securities | — | — | $2.8M | 3.0% | |
| Vanguard Target Retirement 2050 Fund 56,134 | Other securities | — | — | $2.8M | 3.0% | |
| Vanguard Target Retirement 2030 Fund 70,467 | Other securities | — | — | $2.7M | 2.8% | |
| MONEY MARKET FUND SHARES Vanguard Money Market Reserves Federal MM Fund 2,327,014 | Cash / Money Market | — | — | $2.3M | 2.5% | |
| American Century Mid Cap Value Fund R6 149,379 | Other securities | — | — | $2.3M | 2.5% | |
| Carillon Eagle Mid Cap Growth Fund R6 29,017 | Other securities | — | — | $2.3M | 2.4% | |
| Fidelity Advisor Total Bond Fund 219,742 | Other securities | — | — | $2.1M | 2.2% | |
| Vanguard Target Retirement 2040 Fund 40,644 | Other securities | — | — | $1.8M | 1.9% | |
| Vanguard Mid Cap Index Fund Admiral 3,949 | Other securities | — | — | $1.3M | 1.4% | |
| Vanguard Small Cap Index Fund Admiral 9,717 | Other securities | — | — | $1.1M | 1.2% | |
| American Funds U.S. Govt Securities Fund R6 94,002 | Other securities | — | — | $1.1M | 1.2% | |
| PIMCO Income Funds Institutional 85,943 | Other securities | — | — | $904K | 1.0% | |
| Principal Short Term Inc-Ins Fund 50,878 | Common Stock | — | — | $610K | 0.7% | |
| Vanguard Target Retirement 2065 Fund 17,955 | Other securities | — | — | $604K | 0.6% | |
| Vanguard Target Retirement 2020 Fund 21,480 | Other securities | — | — | $569K | 0.6% | |
| Cohen & Steers Realty Income Fund Z 31,746 | Other securities | — | — | $548K | 0.6% | |
| Vanguard Target Retirement 2060 Fund 7,592 | Other securities | — | — | $389K | 0.4% | |
| REGISTERED INVESTMENT COMPANIES AB Global Bond Fund Z 21,905 | Other securities | — | — | $150K | 0.2% | |
| American Century Small Cap Value Fund R6 11,124 | Other securities | — | — | $117K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
