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 | 84-0467907 | GREENWOOD VILLAGE, CO | RECORDKEEPER | $1K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MAP RETIREMENT INC. | 83-3030706 | APPLETON, WI | TPA | $3K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MASSACHUSETTS MUTUAL LIFE INS. SEPERATE ACCOUNT SCAI · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $4.2M | 81.4% |
| American Funds Target Date Retirement 2035 | — | — | — | $866K | 16.8% |
| American Funds Target Date Retirement 2040 | — | — | — | $819K | 15.9% |
| American Funds Target Date Retirement 2045 | — | — | — | $610K | 11.9% |
| American Funds Target Date Retirement 2030 | — | — | — | $603K | 11.7% |
| American Funds Target Date Retirement 2025 | — | — | — | $581K | 11.3% |
| American Funds Target Date Retirement 2050 | — | — | — | $274K | 5.3% |
| through December 2029 -0- | — | — | — | $235K | 4.6% |
| American Funds Target Date Retirement 2015 | — | — | — | $161K | 3.1% |
| American Funds Target Date Retirement 2060 | — | — | — | $89K | 1.7% |
| American Funds Target Date Retirement 2055 | — | — | — | $74K | 1.4% |
| s * American Funds Target Date Retirement 2010 | Pooled Separate Accounts | — | — | $53K | 1.0% |
| American Funds Target Date Retirement 2020 | — | — | — | $30K | 0.6% |
| American Funds Target Date Retirement 2065 | — | — | — | $29K | 0.6% |
| Vanguard S&P 500 Index Admiral ** 462 * Vanguard Mid Cap Index Admiral | — | — | — | $5K | 0.1% |
| Group annuity contract * American Funds Fixed Income Account | — | — | — | $3K | <0.1% |
