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 | $41K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard 500 Index Admiral | Other securities | — | — | $2.1M | 24.7% | |
| Western Asset Core Plus Bond Fund - Class A | Other securities | — | — | $1.5M | 17.7% | |
| MassMutual SAGIC Diversified Bond II*** | Other securities | — | — | $662K | 7.7% | |
| MassMutual SAGIC Diversified Bond I*** | Other securities | — | — | $559K | 6.5% | |
| MFS International Intrinsic Value Fund Class R6 | Other securities | — | — | $510K | 6.0% | |
| JP Morgan Equity Income Fund Class R6 | Other securities | — | — | $500K | 5.8% | |
| WCM Focused International Growth Fund Institutional Class | Other securities | — | — | $463K | 5.4% | |
| American Funds New World Fund Class R-6 | Other securities | — | — | $453K | 5.3% | |
| NYLI Winslow Large Cap Growth Class R6 | Other securities | — | — | $305K | 3.6% | |
| PIMCO Real Return Fund Institutional Class | Other securities | — | — | $285K | 3.3% | |
| Vanguard Developed Markets Index Admiral | Other securities | — | — | $224K | 2.6% | |
| Allspring Core Plus Bond Fund Class Institutional | Other securities | — | — | $161K | 1.9% | |
| Undiscovered Managers Behavioral Value Fund Class R6 | Other securities | — | — | $149K | 1.7% | |
| Nationwide Geneva Small Cap Growth Fund Class R6 | Other securities | — | — | $138K | 1.6% | |
| Vanguard Small Cap Index Fund Admiral Shares | Other securities | — | — | $137K | 1.6% | |
| Janus Henderson Enterprise Fund Class I | Other securities | — | — | $134K | 1.6% | |
| John Hancock Disciplined Value Mid Cap Fund Class R6 | Other securities | — | — | $105K | 1.2% | |
| Vanguard Mid Cap Index Fund Admiral Shares | Other securities | — | — | $93K | 1.1% | |
| MassMutual US Government Money Market Fund | Cash / Money Market | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| NEW YORK, NY |
| INVESTMENT ADVISOR |
| $13K |
| — |
