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 | $46K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard 500 Index Admiral Fund | Other securities | — | — | $3.0M | 16.7% | |
| MainStay Large Cap Growth Fund R6 | Other securities | — | — | $2.8M | 15.5% | |
| MFS Investment Management Value Fund R6 | Other securities | — | — | $2.4M | 13.5% | |
| Vanguard Retirement 2030 Fund | Other securities | — | — | $1.8M | 10.0% | |
| Vanguard Retirement 2040 Fund | Other securities | — | — | $1.6M | 8.6% | |
| American Funds EuroPacific Gr—R6 International Value Fund R6 | Other securities | — | — | $981K | 5.4% | |
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $762K | 4.2% | |
| MFS Investment Management New Discovery Value Fund R6 | Other securities | — | — | $666K | 3.7% | |
| T. Rowe Price QM U.S. Small-Cap Growth Equity Fund | Other securities | — | — | $541K | 3.0% | |
| Vanguard Retirement 2035 Fund | Other securities | — | — | $531K | 2.9% | |
| PGIM Total Return Bond R6 | Other securities | — | — | $479K | 2.6% | |
| Vanguard Retirement 2050 Fund | Other securities | — | — | $443K | 2.4% | |
| Vanguard Extended Market Index Fund | Other securities | — | — | $389K | 2.1% | |
| Participants Participant loans (interest rates ranging from 4.25% to 9.5%, maturing 2025 to 2035) | Bonds / Notes | — | — | $369K | 2.0% | |
| Vanguard Retirement 2045 Fund | Other securities | — | — | $327K | 1.8% | |
| Vanguard International Stock Index Admiral | Other securities | — | — | $296K | 1.6% | |
| Vanguard Retirement 2020 Fund | Other securities | — | — | $295K | 1.6% | |
| Vanguard Retirement 2055 Fund | Other securities | — | — | $184K | 1.0% | |
| Vanguard Total Bond Market Index Fund | Other securities | — | — | $135K | 0.7% | |
| Vanguard Retirement 2060 Fund | Other securities | — | — | $48K | 0.3% | |
| Vanguard Retirement 2065 Fund | Other securities | — | — | $33K | 0.2% | |
| Vanguard Retirement 2025 Fund | Other securities | — | — | $24K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
