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 | $4K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ANNEX WEALTH MANAGEMENT LLC | — | ELM GROVE, WI | INVESTMENT ADVISOR | $22K | — |
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 | |||||
|---|---|---|---|---|---|---|
| AMERICAN CENTURY RD HYBRID 2035 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 083 | Common Collective Trust | — | — | $2.1M | 21.2% | |
| AMERICAN CENTURY RD HYBRID 2030 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 082 | Common Collective Trust | — | — | $1.4M | 14.6% | |
| AMERICAN CENTURY RD HYBRID 2045 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 085 | Common Collective Trust | — | — | $1.1M | 11.1% | |
| AMERICAN CENTURY RD HYBRID 2025 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 081 | Common Collective Trust | — | — | $954K | 9.7% | |
| AMERICAN CENTURY RD HYBRID 2040 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 084 | Common Collective Trust | — | — | $803K | 8.1% | |
| AMERICAN CENTURY RD HYBRID 2050 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 086 | Common Collective Trust | — | — | $583K | 5.9% | |
| AMERICAN CENTURY RD HYBRID IN RET C BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 079 | Common Collective Trust | — | — | $453K | 4.6% | |
| State Street Equity 500 Index K N/R | Other securities | — | — | $406K | 4.1% | |
| AMERICAN CENTURY RD HYBRID 2055 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 087 | Common Collective Trust | — | — | $401K | 4.1% | |
| JPMorgan Large Cap Growth Fund R6 N/R | Other securities | — | — | $258K | 2.6% | |
| SSGA S&P MIDCAP INDEX FUND CLASS C STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 176 | Common Collective Trust | — | — | $183K | 1.9% | |
| Hedged) Inst Putnam Large Cap Value Fund R6 N/R | Other securities | — | — | $148K | 1.5% | |
| American Funds New World Fund R6 N/R | Other securities | — | — | $140K | 1.4% | |
| Insurance Company of America * Participant Loans Interest rates: 3.25-10.50% $0 | Bonds / Notes | — | — | $136K | 1.4% | |
| AMERICAN CENTURY RD HYBRID 2065 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 089 | Common Collective Trust | — | — | $108K | 1.1% | |
| American Funds New Perspective Fund R6 N/R | Other securities | — | — | $102K | 1.0% | |
| RUSSELL SMALL CAP INDEX FD CLASS S STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 176 | Common Collective Trust | — | — | $91K | 0.9% | |
| AMERICAN CENTURY RD HYBRID 2060 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 088 | Common Collective Trust | — | — | $84K | 0.9% | |
| PIMCO StocksPLUS International Fund (U.S. Dollar- N/R | Other securities | — | — | $73K | 0.7% | |
| Fully Benefit-Responsive Investment Contract * Empower Annuity EI Fixed Account - Series Class I | Other securities | — | — | $55K | 0.6% | |
| Dreyfus Government Cash Mgmt Instl N/R - Fidelity Advisor Total Bond Fund Z N/R | Cash / Money Market | — | — | $50K | 0.5% | |
| State Street Aggregate Bond Index Fund Class K N/R | Other securities | — | — | $48K | 0.5% | |
| American Funds American Balanced Fund R6 N/R | Mutual Funds | — | — | $44K | 0.4% | |
| State Street International Index Nonlending Series Fund N/R | Other securities | — | — | $37K | 0.4% | |
| STATE ST INTL INDX NL CL C STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 654 | Common Collective Trust | — | — | $37K | 0.4% | |
| PIMCO Income Institutional N/R | Other securities | — | — | $31K | 0.3% | |
| American Funds American High-Inc Trust R6 N/R | Common Stock | — | — | $23K | 0.2% | |
| MFS Global Real Estate R6 N/R | Other securities | — | — | $6K | <0.1% | |
| PGIM Jennison International Opps R6 N/R 176 PIMCO CommoditiesPLUS Strategy Instl N/R | Other securities | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MAP RETIREMENT USA LLC | — | APPLETON, WI | CONTRACT ADMIN | $13K | — |
