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 ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $79 | — |
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $0 | — |
| GWFS EQUITIES INC | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $0 | — |
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.
| % of plan | |||
|---|---|---|---|
| WILMINGTON TRUST AMER FDS 2040 CLI AST WILMINGTON TRUST · EIN 38-4126264 / PN 001 | Common Collective Trust | $2.3M | 19.5% |
| WILMINGTON TRUST AMER FDS 2050 CLI AST WILMINGTON TRUST · EIN 38-4126266 / PN 001 | Common Collective Trust | $1.3M | 11.2% |
| WILMINGTON TRUST AMER FDS 2030 CLI AST WILMINGTON TRUST · EIN 38-4126262 / PN 001 | Common Collective Trust | $721K | 6.2% |
| WILMINGTON TRUST AMER FDS 2060 CLI AST WILMINGTON TRUST · EIN 38-1426268 / PN 001 | Common Collective Trust | $632K | 5.4% |
| WILLIAMTON TRUST AMER FDS 2010 CLI AST WILMINGTON TRUST · EIN 38-4126290 / PN 001 | Common Collective Trust | $320K | 2.7% |
| LARGE CAP GROWTH FUND III CLASS R1 AST WILMINGTON TRUST · EIN 38-4065329 / PN 426 | Common Collective Trust | $319K | 2.7% |
| MID CAP GROWH FUND CLASS R1 AST WILMINGTON TRUST · EIN 38-4126247 / PN 549 | Common Collective Trust | $285K | 2.4% |
| SMALL CAP GROUWTH FUND II CLASS R1 AST WILMINGTON TRUST · EIN 38-4126288 / PN 001 | Common Collective Trust | $176K | 1.5% |
| WILLIAMTON TRUST AMER FDS 2020 CLI AST WILMINGTON TRUST · EIN 38-4126260 / PN 001 | Common Collective Trust | $158K | 1.3% |
| WILMINGTON TRUST AMER FDS 2035 CLI AST WILMINGTON TRUST · EIN 38-4126263 / PN 001 | Common Collective Trust | $148K | 1.3% |
| PRIN LGCAP S& P 500 INDEX SA-R4 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | $0 | <0.1% |
| PRIN LIFETIME 2026 SEPT ACCT-R4 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 130 | Pooled Separate Account | $0 | <0.1% |
| PRIN GLBL EMERG MARKETS SA-R4 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 013 | Pooled Separate Account | $0 | <0.1% |
| PRIN INTL SMALL CAP SEP ACCT-R4 PRINCIPAL LIFE INSURANCE COMPANAY · EIN 42-0127290 / PN 014 | Pooled Separate Account | $0 | <0.1% |
| PRIN MIDCAP GROWTH SEPT ACCT-R4 PRINCIPAL LIFE INSURANCE COMPANAY · EIN 42-0127290 / PN 021 | Pooled Separate Account | $0 | <0.1% |
| PRIN U.S. PROPERTY SEPT ACCT-R4 PRINCIPAL LIFE INSURANCE COMPANAY · EIN 42-0127290 / PN 027 | Pooled Separate Account | $0 | <0.1% |
| PRIN CORE PLUS BOND SEP ACT-R4 PRINCIPAL LIFE INSURANCE COMPANAY · EIN 42-0127290 / PN 005 | Pooled Separate Account | $0 | <0.1% |
| PRIN MIDCP SEP ACCT-R4 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 020 | Pooled Separate Account | $0 | <0.1% |
| PRIN MID CAP VALUE I SA-R4 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 043 | Pooled Separate Account | $0 | <0.1% |
| PRIN INTL I SEPARATE ACCT R-4 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 048 | Pooled Separate Account | $0 | <0.1% |
| PRIN SMCAP S&P 600 INDEX SA-R4 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | $0 | <0.1% |
| PRIN MID CAP S&P 400 IDX SA-R4 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | $0 | <0.1% |
| PRIN SMALLCAP GROWN I SA-R4 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 070 | Pooled Separate Account | $0 | <0.1% |
| PRIN LARGCAP GROWTH I SA-R4 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | $0 | <0.1% |
| PRIN LIFE TIME 2010 SEP ACCT-R4 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 075 | Pooled Separate Account | $0 | <0.1% |
| PRIN LIFETIME 2020 SEP ACCT-R4 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 076 | Pooled Separate Account | $0 | <0.1% |
| PRIN LIFETIME 2030 SEP ACCT-R4 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 077 | Pooled Separate Account | $0 | <0.1% |
| PRIN LIFETIME 2040 SEP ACCT-R4 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 078 | Pooled Separate Account | $0 | <0.1% |
| PRIN LIFETIME 2050 SEP ACCT-R4 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 079 | Pooled Separate Account | $0 | <0.1% |
| PRIN LIFETEIM STRAT INC SA-R4 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 080 | Pooled Separate Account | $0 | <0.1% |
| PRIN FIN GRP, INC. STOCK SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 086 | Pooled Separate Account | $0 | <0.1% |
| PRIN SMALL CAP VALUE II SA-R4 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 096 | Pooled Separate Account | $0 | <0.1% |
| PRIN CAPITAL APPR SA-R4 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 119 | Pooled Separate Account | $0 | <0.1% |
| PRIN EQUITY INCOME SA-R4 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120 | Pooled Separate Account | $0 | <0.1% |
| PRIN LIQUID ASSETS SEPT ACCT-R4 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 024 | Pooled Separate Account | $0 | <0.1% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ROYAL ALLIANCE ASSOCIATES INC | — | JERSEY CITY, NJ | INVESTMENT ADVISOR | $10K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE | 42-0127290 | — | CONTRACT ADMINSTRATOR | $8K | — |
