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 | $23K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRIME CAPITAL INVESTMENT ADVISORS L | — | OVERLAND PARK, KS | INVESTMENT ADVISOR | $9K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index | Other securities | — | — | $552K | 12.6% | |
| PGIM Total Return Bond R6 | Other securities | — | — | $488K | 11.1% | |
| DFA Large Capital International I | Other securities | — | — | $464K | 10.6% | |
| Vanguard Short-Term Investment-Grade Admiral | Other securities | — | — | $364K | 8.3% | |
| Vanguard Target Retirement 2050 Inv | Other securities | — | — | $324K | 7.4% | |
| Vanguard Target Retirement 2045 Inv | Other securities | — | — | $281K | 6.4% | |
| Vanguard Equity-Income Admiral | Other securities | — | — | $259K | 5.9% | |
| Vanguard Target Retirement 2055 Inv | Other securities | — | — | $211K | 4.8% | |
| Vanguard Mid Cap Index Fund – Admiral | Other securities | — | — | $210K | 4.8% | |
| Janus Henderson Global Equity Income N | Other securities | — | — | $166K | 3.8% | |
| Vanguard Treasury Money Market Inv | Cash / Money Market | — | — | $163K | 3.7% | |
| Blackrock Strategic Global Bond K | Other securities | — | — | $161K | 3.7% | |
| Notes Receivable from Participants Interest rates of 8.50% to 9.50% - | Bonds / Notes | — | — | $128K | 2.9% | |
| JPMorgan Large Capital Growth R6 | Other securities | — | — | $119K | 2.7% | |
| Goldman Sachs GQG Partners International Opportunities R6 | Other securities | — | — | $118K | 2.7% | |
| Vanguard Target Retirement 2060 Inv | Other securities | — | — | $93K | 2.1% | |
| Vanguard Small Capital Index Adm | Other securities | — | — | $84K | 1.9% | |
| Vanguard Mid-Cap Value Index Admiral | Other securities | — | — | $70K | 1.6% | |
| Vanguard Small Capital Value Index Admiral | Other securities | — | — | $38K | 0.9% | |
| JPMorgan Mid Capital Growth R6 | Other securities | — | — | $36K | 0.8% | |
| American Century Small Capital Growth R6 | Mutual Funds | — | — | $23K | 0.5% | |
| Vanguard Target Retirement 2065 Inv | Other securities | — | — | $17K | 0.4% | |
| Vanguard Target Retirement 2025 Inv 97 Vanguard Target Retirement 2030 Inv | Other securities | — | — | $10K | 0.2% | |
| Vanguard Target Retirement 2035 Inv | Other securities | — | — | $8K | 0.2% | |
| Vanguard Target Retirement 2040 Inv | Other securities | — | — | $3K | <0.1% | |
| SEPARATE ACCOUNT D VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
