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 | $33K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING HOLDCO LLC DBA CR | — | OVERLAND PARK, KS | INVESTMENT ADVISOR | $60K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| 1VFIAX Vanguard 500 Index Admiral | Other securities | — | — | $5.7M | 16.9% | |
| 1LIJKX Blackrock Lifepath Index 2035 | Other securities | — | — | $2.8M | 8.5% | |
| 1JMGMX JPMorgan Mid-Cap Growth R6 | Other securities | — | — | $2.7M | 8.0% | |
| 1LIVKX Blackrock Lifepath Index 2055 | Other securities | — | — | $2.1M | 6.1% | |
| Group Annuity Trust * Great-West GWI Fixed Account - Series Class III | Common Stock | — | — | $1.9M | 5.7% | |
| 1LIPKX Blackrock Lifepath Index 2050 | Other securities | — | — | $1.8M | 5.4% | |
| 1LIKKX Blackrock Lifepath Index 2040 | Other securities | — | — | $1.8M | 5.3% | |
| 1LINKX Blackrock Lifepath Index 2030 | Other securities | — | — | $1.6M | 4.6% | |
| 1JUEMX JPMorgan US Equity | Other securities | — | — | $1.4M | 4.2% | |
| 1VWNAX Vanguard Windsor II Fund - Admiral | Other securities | — | — | $1.3M | 3.9% | |
| 1LIHKX Blackrock Lifepath Index 2045 | Other securities | — | — | $1.2M | 3.5% | |
| 1JLGMX JPMorgan Large-Cap Growth R6 | Other securities | — | — | $1.1M | 3.2% | |
| s 1RLBGX American Funds American Funds American Balanced R6 | Mutual Funds | — | — | $1.0M | 3.1% | |
| 1DSFVX DFA US Small Cap Value | Other securities | — | — | $996K | 3.0% | |
| IJVMRX Jhancock Disciplined Value Mid Cap R6 | Other securities | — | — | $811K | 2.4% | |
| 1DODFX Dodge & Cox Dodge & Cox International Stock | Other securities | — | — | $768K | 2.3% | |
| 1CEYIX Calvert Equity | Other securities | — | — | $690K | 2.1% | |
| 1FTIHX Fidelity Total International Index | Other securities | — | — | $641K | 1.9% | |
| 1FXNAX Fidelity US BOND Index | Other securities | — | — | $632K | 1.9% | |
| 1LIZKX Blackrock Lifepath Index 2060 | Other securities | — | — | $522K | 1.6% | |
| 1LIRKX Blackrock LifePath Index Retirement K | Other securities | — | — | $505K | 1.5% | |
| 1VSMAX Vanguard Small Cap Index ADM | Other securities | — | — | $466K | 1.4% | |
| 1MAHQX Blackrock Total Return Institutional | Other securities | — | — | $438K | 1.3% | |
| Participant loans * (maturing 2025 - 2048) | Participant loans | — | — | $286K | 0.9% | |
| 1PRRIX PIMCO Real Return Institutional | Other securities | — | — | $197K | 0.6% | |
| 1LIWKX Blackrock Lifepath Index 2065 | Other securities | — | — | $175K | 0.5% | |
| 1PIMIX PIMCO Income Institutional | Other securities | — | — | $58K | 0.2% | |
| 1VIMAX Vanguard Mid Cap Index Fund - Admiral | Other securities | — | — | $42K | 0.1% | |
| 1ODIIX Invesco Discovery RG | Other securities | — | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
