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 | 06-1050034 | — | NONE | $245K | — |
| GALLAGHER FIDUCIARY ADVISORS LLC | — | — | NONE | $116K | — |
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 |
|---|---|---|---|
| CORE PLUS BOND / PGIM FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 299 | Pooled Separate Account | $39.3M | 33.0% |
| CORE PLUS BOND / REAMS FUND E · EIN 06-1050034 / PN 040 | Pooled Separate Account | $5.6M | 4.7% |
Pooled Separate Account |
| $5.1M |
| 4.3% |
| PRUDENTIAL SHORT-TERM EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 041 | Pooled Separate Account | $4.4M | 3.7% |
| SMALL CAP GROWTH/TIMESSQUARE EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 132 | Pooled Separate Account | $1.9M | 1.6% |
| SMALL CAP VALUE/SILVERCREST EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 126 | Pooled Separate Account | $1.9M | 1.6% |
| SCG I (MANAGED BY BROWN) EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 650 | Pooled Separate Account | $0 | <0.1% |
