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 | $9K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SPECTRUM INVESTMENT ADVISORS INC | — | MEQUON, WI | INVESTMENT ADVISOR | $21K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Balanced Index Adm | Other securities | — | — | $6.6M | 23.2% | |
| Fidelity 500 Index | Other securities | — | — | $2.9M | 10.1% | |
| Baird Core Plus Bond Inst | Other securities | — | — | $2.0M | 7.0% | |
| Fidelity Advisor Equity Growth I | Other securities | — | — | $1.8M | 6.3% | |
| Dodge & Cox Stock Fund | Other securities | — | — | $1.5M | 5.4% | |
| Empower Annuity Insurance Company of America Fixed Account—Series Class VI | Other securities | — | — | $1.4M | 4.9% | |
| T. Rowe Price Retirement 2065 Fund | Other securities | — | — | $1.2M | 4.4% | |
| First Eagle Global A | Other securities | — | — | $1.1M | 4.0% | |
| Vanguard Developed Markets Index Admiral | Other securities | — | — | $1.0M | 3.7% | |
| T. Rowe Price Retirement 2060 Fund | Other securities | — | — | $920K | 3.3% | |
| T. Rowe Price Retirement 2045 Fund | Other securities | — | — | $848K | 3.0% | |
| Fidelity Balanced Fund | Other securities | — | — | $842K | 3.0% | |
| American Funds EuroPacific Growth R6 Fund | Other securities | — | — | $788K | 2.8% | |
| T. Rowe Price Retirement 2055 Fund | Other securities | — | — | $776K | 2.7% | |
| Fidelity Mid Cap Index | Other securities | — | — | $714K | 2.5% | |
| Victory Sycamore Established Value R6 | Other securities | — | — | $570K | 2.0% | |
| Columbia Small Cap Value II Instl | Other securities | — | — | $442K | 1.6% | |
| American Funds New World R6 | Other securities | — | — | $435K | 1.5% | |
| T. Rowe Price Retirement 2030 Fund | Other securities | — | — | $395K | 1.4% | |
| MFS Mid Cap Growth Fund R4 | Other securities | — | — | $371K | 1.3% | |
| T. Rowe Price Retirement 2050 Fund | Other securities | — | — | $309K | 1.1% | |
| TIAA-CREF Real Estate Sec Instl | Other securities | — | — | $280K | 1.0% | |
| Vanguard Explorer Adm | Other securities | — | — | $247K | 0.9% | |
| PIMCO Real Return Instl | Other securities | — | — | $220K | 0.8% | |
| JPMorgan Global Bond Opportunities R6 | Other securities | — | — | $178K | 0.6% | |
| T. Rowe Price Retirement 2040 Fund | Other securities | — | — | $158K | 0.6% | |
| T. Rowe Price Retirement 2035 Fund | Other securities | — | — | $130K | 0.5% | |
| T. Rowe Price Retirement 2025 Fund | Other securities | — | — | $97K | 0.3% | |
| Vanguard Small Cap Index Adm | Other securities | — | — | $66K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
