Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | 04-1590850 | GREENWOOD VILLAGE, CO | RECORDKEEPER | $11K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TBS AGENCY INC | 52-1473914 | FAIRFIELD, IA | BROKER/ADVISER | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| T. Rowe Price Retirement 2040 Fund | Other securities | — | — | $497K | 14.2% | |
| T. Rowe Price Retirement 2035 Fund | Other securities | — | — | $439K | 12.5% | |
| T. Rowe Price Retirement 2025 Fund | Other securities | — | — | $327K | 9.4% | |
| T. Rowe Price Retirement 2030 Fund | Other securities | — | — | $324K | 9.3% | |
| T. Rowe Price Retirement 2020 Fund | Other securities | — | — | $303K | 8.7% | |
| MassMutual S&P 500 Index | Other securities | — | — | $301K | 8.6% | |
| PIMCO Total Return Fund | Other securities | — | — | $168K | 4.8% | |
| T. Rowe Price Retirement 2055 Fund | Other securities | — | — | $125K | 3.6% | |
| MassMutual Blue Chip Growth Service | Other securities | — | — | $124K | 3.6% | |
| Invesco Balanced-Risk Allocation Fund | Other securities | — | — | $118K | 3.4% | |
| T. Rowe Price Retirement 2045 Fund | Other securities | — | — | $115K | 3.3% | |
| American Funds EuroPacific Growth Fund | Other securities | — | — | $101K | 2.9% | |
| Invesco Discovery Fund | Other securities | — | — | $97K | 2.8% | |
| T. Rowe Price Retirement 2050 Fund | Other securities | — | — | $85K | 2.4% | |
| Participant Loans | Participant loans | — | — | $84K | 2.4% | |
| Invesco Comstock Fund | Other securities | — | — | $82K | 2.4% | |
| American Century Mid Cap Value Fund | Other securities | — | — | $71K | 2.0% | |
| Columbia Mid Cap Index Fund | Other securities | — | — | $57K | 1.6% | |
| MassMutual Premier U.S. Government Money Market (Barings) | Cash / Money Market | — | — | $38K | 1.1% | |
| MassMutual Mid Cap Growth Service | Other securities | — | — | $14K | 0.4% | |
| Victory Sycamore Small Company Opportunity Fund | Other securities | — | — | $13K | 0.4% | |
| T. Rowe Price Retirement 2015 Fund | Other securities | — | — | $8K | 0.2% | |
| T. Rowe Price Retirement Balanced Advantage | Other securities | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
