This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $85K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CONCURRENT INVESTMENT ADVISORS LLC | — | TAMPA, FL | INVESTMENT ADVISOR | $83K | — |
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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| CAPITAL GROUP EUROPACIFIC GROWTH SA EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 000 | Pooled Separate Account | $4.6M | 7.1% |
| MFS MID CAP VALUE FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 858 | Pooled Separate Account | $3.1M | 4.8% |
| DRYDEN S&P 500 INDEX FUND |
Pooled Separate Account |
| $3.1M |
| 4.8% |
| MID CAP GROWTH / ARTISAN PARTNERS F EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 185 | Pooled Separate Account | $2.9M | 4.5% |
| CORE BOND ENHANCED INDEX / PGIM FUN EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 036 | Pooled Separate Account | $2.2M | 3.4% |
| DAY ONE INCOME FLEX TARGET BALANCED EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 697 | Pooled Separate Account | $355K | 0.6% |
| SMALL CAP GROWTH / TIMESSQUARE FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 132 | Pooled Separate Account | $0 | <0.1% |
| CEREDEX MID CAP VALUE FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 805 | Pooled Separate Account | $0 | <0.1% |
