Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $45K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OSAIC FA INC | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Blackrock Funds Lifepath Index Retirement K | Other securities | — | — | $2.0M | 21.2% | |
| Blackrock Funds Lifepath Index 2030 K | Other securities | — | — | $1.7M | 18.1% | |
| Blackrock Funds Lifepath Index 2035 K | Other securities | — | — | $1.0M | 10.9% | |
| Blackrock Funds Lifepath Index 2040 K | Other securities | — | — | $540K | 5.8% | |
| Vanguard Growth Index Adm | Other securities | — | — | $422K | 4.5% | |
| Vanguard Large Cap Index Adm | Other securities | — | — | $343K | 3.7% | |
| Blackrock Funds Lifepath Index 2050 K | Other securities | — | — | $324K | 3.5% | |
| Vanguard Value Index Adm | Other securities | — | — | $283K | 3.0% | |
| Blackrock Funds Lifepath Index 2055 K | Other securities | — | — | $243K | 2.6% | |
| iShares U.S. Aggregate Bond Index K | Other securities | — | — | $212K | 2.3% | |
| Blackrock Funds Lifepath Index 2060 K | Other securities | — | — | $199K | 2.1% | |
| Vanguard Total Intl Stock Index Admiral | Other securities | — | — | $188K | 2.0% | |
| PIMCO Income Institutional | Other securities | — | — | $172K | 1.9% | |
| Investment Contract * Empower Annuity Ins Co. Key Guaranteed Portfolio Fund | Common Stock | — | — | $170K | 1.8% | |
| Blackrock Funds Lifepath Index 2045 K | Other securities | — | — | $167K | 1.8% | |
| Vanguard Small Cap Growth Index Admiral | Other securities | — | — | $153K | 1.6% | |
| Vanguard Mid-Cap Index Fund Admiral | Other securities | — | — | $127K | 1.4% | |
| Invesco Dividend Income R6 | Other securities | — | — | $107K | 1.1% | |
| Vanguard Small Cap Index Adm | Other securities | — | — | $107K | 1.1% | |
| Invesco International Diversified R6 | Other securities | — | — | $86K | 0.9% | |
| Victory Funds Sycamore Established Value R6 | Other securities | — | — | $82K | 0.9% | |
| Hartford Core Equity R6 | Other securities | — | — | $71K | 0.8% | |
| Hartford International Opportunities R6 | Other securities | — | — | $60K | 0.6% | |
| Mass Mutual High Yield I | Other securities | — | — | $54K | 0.6% | |
| Blackrock Funds Global Allocation K | Other securities | — | — | $49K | 0.5% | |
| Nuveen Real Estate Securities Select R6 | Other securities | — | — | $48K | 0.5% | |
| Vanguard Emerging Markets Stock Index Adm | Other securities | — | — | $47K | 0.5% | |
| J.P. Morgan Small Mid-Cap Equity R6 | Other securities | — | — | $42K | 0.5% | |
| Franklin Templeton Growth R6 | Other securities | — | — | $40K | 0.4% | |
| American Funds New World R6 | Mutual Funds | — | — | $30K | 0.3% | |
| Blackrock Funds Inflation Protected Bond K | Other securities | — | — | $21K | 0.2% | |
| Vanguard Small Cap Value Index Admiral | Other securities | — | — | $19K | 0.2% | |
| Fidelity Investments Total Bond K6 | Other securities | — | — | $18K | 0.2% | |
| Putnam Global Income Trust R6 ** 413 T.Rowe Price International Value Equity I | Other securities | — | — | $11K | 0.1% | |
| Janus Henderson Small Cap Value N | Other securities | — | — | $6K | <0.1% | |
| Blackrock Funds Lifepath Index 2065 K | Other securities | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| FORT WAYNE, IN |
| BROKER/ADVISER |
| $0 |
| — |
