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 | $56K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $26K | — |
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 | — | — | $3.5M | 11.7% | |
| Vanguard Target Retirement 2030 Fund | Other securities | — | — | $3.2M | 10.7% | |
| Vanguard Target Retirement 2045 Fund | Other securities | — | — | $3.0M | 10.0% | |
| Vanguard Target Retirement 2025 Fund | Other securities | — | — | $2.7M | 9.0% | |
| Vanguard Target Retirement 2035 Fund | Other securities | — | — | $2.5M | 8.5% | |
| Vanguard Target Retirement 2050 Fund | Other securities | — | — | $2.0M | 6.9% | |
| Fidelity US Bond Index | Other securities | — | — | $1.9M | 6.4% | |
| Vanguard Target Retirement 2055 Fund | Other securities | — | — | $1.9M | 6.3% | |
| Vanguard Target Retirement 2040 Fund | Other securities | — | — | $1.7M | 5.6% | |
| American Funds American Funds EuroPacific Growth Fund | Other securities | — | — | $1.4M | 4.7% | |
| Vanguard Target Retirement 2020 Fund | Other securities | — | — | $993K | 3.3% | |
| Vanguard Target Retirement 2060 Fund | Other securities | — | — | $970K | 3.3% | |
| Vanguard Mid Cap Index I | Other securities | — | — | $812K | 2.7% | |
| Vanguard Small Cap Index I | Other securities | — | — | $739K | 2.5% | |
| Vanguard Target Retirement 2065 Fund | Other securities | — | — | $618K | 2.1% | |
| JPMorgan Chase JPMorgan Core Bond Fund | Other securities | — | — | $601K | 2.0% | |
| Vanguard Target Retirement Income Fund | Other securities | — | — | $361K | 1.2% | |
| 4.25% to 9.50% with Various Maturities - | Bonds / Notes | — | — | $327K | 1.1% | |
| Vanguard Federal Money Market Fund | Cash / Money Market | — | — | $274K | 0.9% | |
| T. Rowe Price T. Rowe Price International Discovery Fund | Other securities | — | — | $91K | 0.3% | |
| VANGUARD RETIREMENT SAVINGS TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 23-2186884 / PN 025 | Common Collective Trust | — | — | $86K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
