Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS CO OF AMERICA | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $13K | — |
| FUTUREPLAN BY ASCENSUS | — | SAN DIEGO, CA | CONTACT ADMIN | $8K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds American Funds 2035 Trgt Date Retire R6 | Other securities | — | — | $1.8M | 11.2% | |
| Vanguard Total Stock Mkt Idx Adm | Other securities | — | — | $1.5M | 9.4% | |
| American Funds American Funds 2040 Trgt Date Retire R6 | Other securities | — | — | $1.3M | 8.1% | |
| TIAA TIAA-CREF Bond Instl | Other securities | — | — | $1.3M | 8.1% | |
| American Funds American Funds 2045 Trgt Date Retire R6 | Other securities | — | — | $1.1M | 6.7% | |
| American Funds American Funds 2050 Trgt Date Retire R6 | Other securities | — | — | $1.0M | 6.2% | |
| TIAA TIAA-CREF International Eq Idx Instl | Other securities | — | — | $905K | 5.5% | |
| PIMCO Income Fund Institutional AF ** 105 Total variable annuity contracts: | Other securities | — | — | $758K | 4.6% | |
| Vanguard Equity-Income Adm | Other securities | — | — | $694K | 4.2% | |
| DFA Global Equity I | Other securities | — | — | $679K | 4.2% | |
| TIAA TIAA-CREF Small-Cap Blend Idx Inst | Other securities | — | — | $594K | 3.6% | |
| TIAA TIAA-CREF Large-Cap Gr Idx Instl | Other securities | — | — | $507K | 3.1% | |
| Janus Henderson Enterprise N | Other securities | — | — | $453K | 2.8% | |
| TIAA TIAA-CREF Large-Cap Value Idx Instl | Other securities | — | — | $443K | 2.7% | |
| Great West Guaranteed account | Other securities | — | — | $397K | 2.4% | |
| American Funds American Funds 2055 Trgt Date Retire R6 | Other securities | — | — | $348K | 2.1% | |
| Participants Participant loans (interest rate of 4.25% - 9.50%) - | Bonds / Notes | — | — | $324K | 2.0% | |
| TIAA Traditional annuity - benefit responsive | Other securities | — | — | $322K | 2.0% | |
| Victory Sycamore Established Value I | Other securities | — | — | $295K | 1.8% | |
| Fidelity Advisor Growth Opps Z | Other securities | — | — | $269K | 1.6% | |
| DFA Real Estate Securities I | Other securities | — | — | $257K | 1.6% | |
| TIAA Lifecycle 2035 | Other securities | — | — | $256K | 1.6% | |
| CREF Stock | Other securities | — | — | $229K | 1.4% | |
| American Funds American Funds 2025 Trgt Date Retire R6 | Other securities | — | — | $225K | 1.4% | |
| PIMCO Income Instl | Other securities | — | — | $215K | 1.3% | |
| TIAA Traditional annuity - non-benefit responsive | Other securities | — | — | $174K | 1.1% | |
| American Funds American Funds 2030 Trgt Date Retire R6 | Other securities | — | — | $135K | 0.8% | |
| TIAA Lifecycle 2050 | Other securities | — | — | $122K | 0.7% | |
| Vanguard Explorer Adm | Other securities | — | — | $76K | 0.5% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $67K | 0.4% | |
| TIAA Lifecycle 2030 | Other securities | — | — | $50K | 0.3% | |
| CREF Money Market | Cash / Money Market | — | — | $37K | 0.2% | |
| American Funds American Funds 2060 Trgt Date Retire R6 | Other securities | — | — | $29K | 0.2% | |
| TIAA Lifecycle 2025 | Other securities | — | — | $16K | <0.1% | |
| CREF Global Equities | Other securities | — | — | $11K | <0.1% | |
| CREF Bond Market | Other securities | — | — | $9K | <0.1% | |
| CREF Inflation-linked bond | Other securities | — | — | $8K | <0.1% | |
| CREF Equity Index | Other securities | — | — | $7K | <0.1% | |
| CREF Growth | Other securities | — | — | $4K | <0.1% | |
| Vanguard Growth & Income Adm | Other securities | — | — | $4K | <0.1% | |
| CREF Social Choice | Other securities | — | — | $2K | <0.1% | |
| TIAA Mid Cap Value | Other securities | — | — | $2K | <0.1% | |
| TIAA Bond Plus ** 763 * TIAA International Equity ** 642 * TIAA Large Cap Value | Other securities | — | — | $1K | <0.1% | |
| TIAA Small Cap Equity | Other securities | — | — | $1K | <0.1% | |
| TIAA Access Quant Small Cap | 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.
| — |
| GREENWOOD VILLAGE, CO |
| INVESTMENT MANAGEMENT |
| $13K |
| — |
