Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $48K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $7K | — |
| EMPOWER FINANCIAL SERVICES, INC. | — | GREENWOOD VILLAGE, CO | OTHER | $100 | — |
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 | |||||
|---|---|---|---|---|---|---|
| Empower Self Directed Brokerage Self-Directed Brokerage Accounts | Other securities | — | — | $5.6M | 13.1% | |
| Vanguard 500 Index Admiral Mutual Fund | Other securities | — | — | $5.4M | 12.6% | |
| Vanguard Target Retirement 2035 Mutual Fund | Other securities | — | — | $3.4M | 8.0% | |
| Vanguard Target Retirement 2060 Mutual Fund | Other securities | — | — | $3.1M | 7.2% | |
| Vanguard Target Retirement 2045 Mutual Fund | Other securities | — | — | $3.0M | 7.0% | |
| Vanguard Mid Cap Index Fund - Admiral Mutual Fund | Other securities | — | — | $3.0M | 6.9% | |
| Vanguard Target Retirement 2055 Mutual Fund | Other securities | — | — | $2.6M | 6.1% | |
| Vanguard Target Retirement 2050 Mutual Fund | Other securities | — | — | $2.6M | 5.9% | |
| Vanguard Target Retirement 2030 Mutual Fund | Other securities | — | — | $2.1M | 5.0% | |
| GALLIARD STABLE RETURN FUND C WELLS FARGO MUTUAL FUNDS · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $1.9M | 4.3% | |
| Macquarie Science and Technology Inst Mutual Fund | Other securities | — | — | $1.4M | 3.2% | |
| JPMorgan Large Cap Growth R6 Mutual Fund | Other securities | — | — | $1.3M | 3.1% | |
| Lazard International Equity Instl Mutual Fund | Other securities | — | — | $1.3M | 3.0% | |
| JHancock Investment Grade Bond R6 Mutual Fund | Other securities | — | — | $1.2M | 2.8% | |
| Vanguard Small Cap Index ADM Mutual Fund | Other securities | — | — | $845K | 2.0% | |
| Vanguard Target Retirement 2040 Mutual Fund | Other securities | — | — | $801K | 1.9% | |
| BLACKROCK RUSSELL 1000 VALUE INDEX GREAT GRAY · EIN 81-1009614 / PN 011 | Common Collective Trust | — | — | $585K | 1.4% | |
| Vanguard Target Retirement 2020 Mutual Fund | Other securities | — | — | $527K | 1.2% | |
| Vanguard Target Retirement 2025 Mutual Fund | Other securities | — | — | $331K | 0.8% | |
| Principal Diversified Real Asset Inst Mutual Fund | Other securities | — | — | $328K | 0.8% | |
| DFA Emerging Markets Core Equity I Mutual Fund | Other securities | — | — | $326K | 0.8% | |
| Vanguard Target Retirement 2065 Mutual Fund | Other securities | — | — | $315K | 0.7% | |
| BLACKROCK RUSSELL 2000 VALUE IND R GREAT GRAY · EIN 81-1009614 / PN 011 | Common Collective Trust | — | — | $239K | 0.6% | |
| Vanguard Target Retirement Income Inv Mutual Fund | Other securities | — | — | $213K | 0.5% | |
| Pimco Interest Bond Instrument Mutual Fund | U.S. Treasuries | — | — | $210K | 0.5% | |
| Principal Smallcap Growth I R6 Mutual Fund | Other securities | — | — | $186K | 0.4% | |
| Maturing from 2025 to 2029 | Other securities | — | — | $106K | 0.2% | |
| Vanguard Target Retirement 2070 Mutual Fund | Other securities | — | — | $40K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| EMPOWER FINANCIAL SERVICES, INC. |
| — |
| GREENWOOD VILLAGE, CO |
| OTHER |
| $25 |
| — |
| EMPOWER FINANCIAL SERVICES, INC. | — | GREENWOOD VILLAGE, CO | OTHER | $10 | — |
| EMPOWER FINANCIAL SERVICES, INC. | — | GREENWOOD VILLAGE, CO | OTHER | $0 | — |
| EMPOWER FINANCIAL SERVICES, INC. | — | GREENWOOD VILLAGE, CO | OTHER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CERITY PARTNERS RETIREMENT PLAN ADV | — | NEW YORK, NY | INVESTMENT ADVISOR | $25K | — |
